If you'd like to use SessionLab with your team but with an enhanced security login option and multiple workspaces to control session access-rights, then the Business plan is for you.
The Business plan allows you to create additional workspaces, so you can separate your content into access right groups. If you have different departments in your company and you don’t want every colleague to see everyone else’s sessions, then you can structure your teams into separate workspaces, and your users will only see the sessions on the workspaces they are invited to.
Private workspaces: If you choose not to invite others to a workspace you've created, then it can be used as a ‘private’ workspace to store draft sessions, or agendas which the rest of the team don’t need visibility of.
The Business plan also allows you to set up a custom SSO login, which reduces the risk associated with simple or regularly used passwords. You can find out more about this here.
On the Business plan you can choose between payment by card or bank transfer. The latter option is only available for annually billed accounts with a minimum seat count of 5 users.
Multi-factor authentication (the ability to turn on mandatory MFA for your team members) is an additional upcoming feature of the Business plan. If you’d like to discuss enabling the beta version on your account, please get in touch.
Upgrading to Business Plan from a Free account
If you’re on a Free plan and would like to upgrade to the Business plan by card, then you can do so through your Billing page, accessible from your Account settings.
When you upgrade, you’ll choose the number of seats you’d like to include in your subscription. Each member of your workspace will be able to create and share sessions as well as access all the Pro features on your workspace.
If you would like to pay by invoice (available for workspaces of 5 seats or greater), then please get in touch with support@sessionlab.com for assistance.
Upgrading to Business Plan from an Individual or Pro account
If you’re on a monthly or annual Individual or Pro plan and would like to upgrade to the Business plan, then you can do so through your Billing page, accessible from your Account settings.
The outstanding amount of your Pro subscription will be applied towards the cost of your Business upgrade.
Downgrading from the Business Plan to a Free account
You can cancel your Business plan in the Billing section of your account page. If you cancel your plan, you will continue to have your workspace rights until the end of your current billing cycle, and then your workspaces will revert to the Free plan with a limit of 3 active session plans, one workspace, and no collaboration possibilities.
You’ll be asked to type your reason for cancelling your subscription, and your subscription will be cancelled once you click on the ‘Cancel Business subscription’ button. You’ll continue to have access to the paid features of SessionLab until your paid period ends.
Any sessions you created and shared with collaborators will no longer be visible to those users, and any members of your workspace will retain view-only rights to the sessions in your shared workspace.
Your sessions will have become locked, and if you re-upgrade to the Business plan, all your locked sessions will automatically become unlocked, all your workspaces will be available and your sessions will be shareable again.
Downgrading from the Business Plan to the Individual or Pro Plan
If you would like to downgrade your subscription and switch to the Individual or Pro Plan, then you would need to go through the same cancellation process as if you would like to cancel your plan entirely. You can do this in the Billing section of your account page.
After cancelling the Business Plan, you will be able to re-upgrade to another plan on the billing page of your workspace. Please note that you will first need to choose which workspace you would like to re-upgrade, as the Individual / Pro Plan allows you to have only one.
The outstanding amount of your Business subscription will be applied toward your new subscription.
What happens if your team members had workspaces prior to being added to your Business workspace, or a paid account?
When you upgrade to the Business subscription, our support team will endeavor to add any existing team members' existing workspaces to your Business subscription, and cancel any members' paid workspaces.
However, if you add members to your team ad-hoc during your subscription, additional workspaces will not be added to your Business account and existing paid subscriptions will not automatically be cancelled.
In such cases, please reach out to us at support@sessionlab.com and let us know if you need a workspace added to your Business subscription or an existing member's subscription cancelled and we'll be happy to do so.
Business Plan - Account navigation
On a Business subscription, one or more users will have admin rights to the workspace, and therefore have control over the workspace's settings and members.
Business account settings
When you navigate to your Account page, the top part of this page will show you the information on the Business account:
In the Company Settings section, you'll see a list of all the team workspaces under this Business subscriptions, as well as change the name of the Account
Under the Company Members heading, you'll see a list of all the members of your Business subscription. These are individuals who are a paid seat on your Business plan, and it'll show some statistics relating to their account (sessions created, teams joined, last login). You'll be able to add further seats to the Business plan by clicking on the green button, and you can also see a list of Guests; collaborators who have been invited to sessions within the workspaces under the Business Account
Billing tab - workspace admins will be able to see how many seats are being used, as well as subscription information if the plan is paid for via card. If your subscription is paid via invoice, you'll see the word 'active' here, and please get in touch if you have any questions on your invoiced subscription.
Under the Account dropdown menu, you'll be able to create new workspaces / teams, which will then be added to the following section
Workspace / team settings
Further down the left-hand sidebar, you'll see the information about the different workspaces / teams under the Business subscription. Clicking on the dropdown menu next the team name will show you a list of all the workspaces linked to the subscription, which will include any members' Personal workspaces, as well as any workspaces they have created in their own SessionLab account.
Once you've selected the workspace / team you'd like to adjust the settings of, you can make updates under these headers:
In the Team Settings section, you'll be able to rename the team, as well as set custom settings for sessions in that workspace such as the category colors and logos used on exports. You'll also be able to make the workspace discoverable here too.
Under the Members heading, you'll see a list of all the members of the specific workspace you've selected. Again, you'll see some statistics relating to each users' account (sessions created, teams a member of, date joined workspace). You'll be able to add further members to each team here by clicking on the 'Add Member' button, but if you need to add more paid seats to the account this is done above, in the Company Members section. Once more, you'll see a list of Guests; collaborators who have been invited to sessions within this specific workspace
Tag tab - this section will show you a list of all the tags you and your colleagues in this workspace have used on sessions, templates and methods.