On paid plans, admins use seat approval settings to managing incoming seat requests.
If you use the Auto-approve seats setting, you can set up email digest notifications to keep track of seat upgrades.
The email digest notification includes a list of auto-approved new paid seats. Admins choose the cadence of the email digest notification.
Note: You can also receive notifications each time someone requests a seat upgrade.
Set up notifications for new paid seats
Professional plan
To set up email notifications for upgraded seats:
- From the file browser, click Admin.
- Select the Settings tab.
- Under the Billing section, click Auto-approve seat digests.
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Select one, or both, from the Daily or
Weekly options:
- Daily: Get an email every day listing new paid seats from the previous day.
- Weekly: Get an email every Monday listing new paid seats from the last Monday to Sunday period.
- Choose whether to send emails to all admins on the team or only certain admins.
- Click Save.
Organization and Enterprise plans
To set up email notifications for upgraded seats:
- From the file browser, click Admin.
- Select the Settings tab.
- Under the Billing section, click Auto-approve seat digests.
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Select one, or both, from the Daily or
Monthly options:
- Daily: Get an email every day listing new paid seats from the previous day.
- Monthly: Get an email on the first day of the month listing new paid seats for the previous month.
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Choose who should get notified:
- All admins: All organization admins
- Specific admins: You can select which organization admins to notify. If you start typing someone’s name and they don’t show up, consider double-checking whether they are an organization admin.
- Click Save.