Whether your team is growing or you are parting ways with a team member, account admins can easily manage who has access to their Loxo database. As an admin, you'll have the power to invite new users to get started or delete a user to remove their Loxo access - just check out the instructions below!

Please note: The ability to manage users may be limited based on your plan type. For instance, Free Plan users are restricted to a single-user account and cannot add collaborators without upgrading to a paid plan.

When upgrading from a Free plan to a paid plan, all existing users will be carried over as chargeable seats. Additional users can be included under the new plan, each incurring a fee. For instance, transitioning a Free plan with three users to a paid plan while adding a fourth results in all four seats being billed under the plan's rate.

If you would like to add a new user to your account, please follow the steps below.

Note: If you are on a plan with annual billing or special terms, you may be unable to add a new user with this method. Please contact Loxo Support in order to add your new teammate!

3. On the Teammates page, you will see a blue "+ Add" button in the upper right corner. Clicking here will add a new teammate to the list. You will enter the name, email address, and a phone number (optional), and then hit "Save" to send out a Registration Email. If the "Add" button appears greyed out, please contact Support for assistance in adding new users.

The Teammates page is also where you can give certain users Admin privileges, simply by clicking the checkbox next to the word "Admin."

Note: When you add a new user, you will automatically be billed for the prorated cost of the user's access from the day they were added to the end of your current billing cycle. This prorated billing ensures you only pay for the portion of the month the new user will actually use the service. For example, if your billing cycle starts on the first of the month and you add a user mid-month, you'll pay a partial amount rather than the full monthly rate.

Contracts with Loxo may include minimum license terms, meaning you are billed for a set number of user licenses even if fewer are active. For example, if your contract specifies a minimum of two licenses, charges will apply for both licenses regardless of system user activity.

You can navigate to Settings > Billing for insight into your billing cycle, date, and amount per seat. If you are swapping an existing Teammate for a new member, you will not be billed for adding a new user as long as the previous user is removed from the account by the end of the day that the new user is invited to join. Additionally, to avoid unnecessary charges, ensure that all seat adjustments are completed at least a day before the end of the billing cycle.

For temporary users, ensure they are removed at least one day before the billing cycle ends to avoid unnecessary charges. This is particularly useful when only short-term access is required.

Once you add a teammate and click Save, your new user will receive an email with a link to activate their login for the account. 

Once your teammate creates their account, it will immediately be linked to your agency in Loxo.

If you need to update a phone number for a user or give them admin privileges, follow the steps below. Emails and names associated with accounts must be changed by Loxo Support.

If someone leaves your team (i.e., when Michael Scott left Dunder Mifflin), you can easily remove their access. Removing a user will not delete the work they completed under their login. The activity data, notes, and other information for that user will still appear in Reports, and they will still show as profile/Job/Campaign owners.

Follow the steps below to remove access for a user.

Note: Removing a user will not remove their data from your system. All records and ownership will remain under that user's name unless manually overwritten by another user. To avoid incurring charges for the next billing cycle, ensure that the user is removed from Loxo at least one day before the end of your current billing cycle.

Each user requires their own Loxo license to access and work in an account, and thus will be charged at the same payment frequency as the other license(s) on the account. You can navigate to Settings > Billing for insight into your cost per user. Loxo billing cycles resets on the same day each month. To avoid additional charges, ensure that any adjustments to your seat count are completed at least a day before the end of the cycle. This means removing unused seats or adding new ones in advance of your next billing cycle. To check your cost per user, navigate to Settings > Billing.

This could be due to several different factors: