IMPORTANT This workflow is only available to users who configured their Autotask integration before the release of our Integrated Billing via Autotaskfeature.
SECURITY Full Access or Team Access privileges in Workplace Manager
NAVIGATION Teams > right-click team > Edit Team
Scenario
In this scenario, you simply modify the team subscription in Workplace. The integration will update the Autotask billing contract automatically.
How to...
Add or remove services from a team subscription
- On the Teams page, right-click on a team and select Edit Team, or click the Edit Team button on the Team Detail page.
- Increase or decrease the number of licenses or additional storage to the desired number.
NOTE You can lower the number of licenses to the number of actual users for the team, but not below. You must first delete users if you want to reduce the unit count even further.
- Click Save.
Autotask updates the number of units in the Autotask contract to match the team subscription in Workplace Manager, and creates a pro-rated transaction for the remainder of the current billing period.
NOTE The billing update in Autotask is completely automated.
