If you need to purchase a license for someone from your team/client while you only do the procurement part and don't actually need to work within UXPressia, then good news for you —  with our user management system, you can do this fairly easy. Here's a step-by-step walk-through:

1. Sign up for an account

First things first —  you will need to get an account at UXPressia to have access to billing settings and receipts.

Please use your own (or any other email) email you have access to so you can confirm the registration. Once you sign up and confirm your email address, open up uxpressia.com, and you'll see your dashboard.

Once you sign up and log into the system, click WORKSPACES in the drop-down menu.

2. Create a new workspace for your team/client

Next, you will need to create a new workspace for your team. Click the CREATE NEW WORKSPACE button located in the upper-right corner of the page.

uxpressia workspace

You’ll see a popup window where you’ll be prompted to enter a new workspace name. It's best to name it something like "Team Workspace" or "[Your company name] workspace" — it will make it easier for your teammates to locate the right workspace later.

UXPressia workspace name

3. Upgrade your workspace

You’ll be taken to the billing tab of the new workspace where you can pick the plan you are going to use. You should upgrade the workspace by purchasing as many licenses as you need.

It's time to enter your billing details. 

  1. Pick the payment plan that suits you best.

  2. Click on the payment option of your choice — either monthly or annual payments. Keep in mind that the amount you'll pay will be proportionate to the number of users you selected in the field above.

  3. Select how many users will be using the platform. You don't need to count yourself (unless, of course, you will be collaborating with your team as well). You will always have a chance to increase/decrease this number at any time.

  4. Then fill out your credit card details, verify the total, and click UPDATE.

new workspace

You will receive a receipt to your email, and you will also be able to download all your receipts from the INVOICES tab at any time.

4. Remove the contributor role from your account

IMPORTANT: Before you invite anyone to the workspace, remove the contributor role from your account. Otherwise, you will be counted as a billable role, and you don't want that! 

Go to your company workspace page, find your email in the WORKSPACE USERS section and click EDIT under ACTIONS next to your email. Remove the contributor role and click SAVE.

5. Invite users

Now you can invite the people who will be working with the tool. Head back to the GENERAL tab and hit INVITE USERS.

Enter the email of the person you want to have the license and access to UXPressia, set their role to Contributor, and click INVITE.

⚠️ Note that it's best to assign the role of a Workspace Admin to at least one person so they can then either reassign licenses if needed or set up integrations and branding without involving you. Workspace Administrators can also invite people, but within the range of licenses you purchased before that so you'll be safe from unwanted charges.

To invite users with the same roles in bulk, separate their email addresses by comma.

Once a person receives an email invite, they will need to sign up at UXPressia with the email you used to invite them. Once they switch to the team workspace, they will have access to the features available on the plan that you picked for the workspace.

You can repeat this for as many people as you need to invite. Just keep in mind to keep the number of invitees within the range of licenses you purchased; otherwise, you might get billed if you go over the limit.

And that's it. Now you will be the super administrator of this account having access to the billing page and terminating subscriptions if needed. The rest of the folks won't have access to billing, which makes it safe for you preventing unwanted charges.

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