How do I invite or manage the members of my Chalk Team?

This support article will show you how to invite your colleagues to your Chalk Team, manage your available seats, and assign a new Team Lead.

Note: Only the member with the Team Lead role has access to these options.

Inviting team members

Step 1:

Click your profile picture in the top-right corner, then click Billing.

Step 2:

Click the Invite Members button, which can be found in the section containing information on your current team.

Note: If your team is at full capacity, you will need to purchase more seats by following the instructions for "Managing your seats" below.

Step 3:

In the window that appears, enter the email addresses of the colleagues you wish to invite to your team. You will have spaces to enter email addresses according to the number of available seats in your Chalk Team.

When you are ready to send your invitations, click Send Invitations.

Step 4:

Your invites have been sent! Your colleagues will receive emails with activation links they can click to join your Chalk Team.

While the signup is pending, you can click the three dots menu to the right of a team member on the list to either resend or cancel the invitation. Once an invitation has been cancelled, the activation link in the sent email will be invalid and you will need to re-invite that user in the future.

Managing your seats

Step 1:

In the section containing information on your current team on the Billing page, click the Manage Seats button.

Note: If your team is at full capacity, this button will be labelled Purchase Seats.

Step 2:

In the window that appears, you can use the arrows to adjust the number of seats in your Chalk Team. Your next bill will be prorated to reflect any seats you have removed partway through this billing cycle. Increases in team size will be immediately charged to the current payment method.

When you have set the desired amount of seats, click Update Team & Billing.

Assigning a new team lead

The Team Lead role has permissions to manage invitations, seats, and billing information for your Chalk Team. There can only be one Team Lead at a time, and it is automatically assigned to the user who created the Chalk Team. You can assign this role to a different team member by following the instructions below.

Step 1:

In the section containing information on your current team on the Billing page, click the three dots to the right of the team member you wish to assign the Team Lead role, then click Assign Lead.

Step 2:

Read through the warning prompts and check the corresponding boxes. Click Transfer Leadership to confirm your action.

You have the option to remove your payment information from the Chalk Team or leave it for future billing cycles. Select one of these options to finish transferring leadership.

Note: Removing your payment information from the team does not cancel your team's subscription or issue a refund for the remaining balance. Your new Team Lead will need to update the payment information before your team's next billing cycle to retain use of sharing and premium features.