The account settings page allows you to review and manage your organisation’s Tribe subscription. This includes updating your edition, adjusting licences, adding or removing modules, and managing billing information. These options help you keep your subscription aligned with your organisation’s needs. By following this guide, you will learn how to access the account settings, understand the information displayed, and manage licences and cancellations with confidence.
Table of Contents
How to Access the Account Settings
What Information Is Displayed in Account Settings?
How to Add Licences
How to Link a Colleague to a Licence
What to Do When a Colleague Leaves
How to Cancel Your Tribe CRM Account
How to Access the Account Settings
Click your organisation’s logo in the top-right corner of the screen.
Select Account settings.
What Information Is Displayed in Account Settings?
The account settings page displays several key elements related to your subscription:
Edition: Shows whether you are using the Tribe edition or the Tribe Creator edition. This is also where you can change your edition.
Expand Number of Users: Displays how many licences you currently use and allows you to add more.
Expand Modules: Lists the modules and links currently active for your organisation. You can add or remove modules at any time.
Manage User Licences: Shows the users linked to licences. You can disconnect colleagues from licences here. Licences renew automatically unless auto-renewal is turned off.
Billing Details: Shows your billing information and allows you to update it.
Cancellation: Allows you to cancel your Tribe account if needed.
Note:
This page does not contain your organisation’s own record information. To edit that data, go to Organisations and open your organisation’s record.
How to Add Licences
Go to the Expand number of users section.
Enter the number of additional users you want to add.
Select Expand account.
Did you know?
Additional licences are charged immediately on a prorated basis for the remaining portion of your billing period.
How to Link a Colleague to a Licence
Colleagues are linked to a licence by inviting them to Tribe. They will receive an email prompting them to create their login details.
For full instructions, see the article How do I invite colleagues?
What to Do When a Colleague Leaves
In Manage user licences, click the cross next to the colleague’s name to disconnect them from the licence.
The colleague will no longer be able to log in, but their data remains in the system.
If the licence is no longer required, disable Automatically renew so it will not renew in the next billing cycle.
Enable Previously on for the colleague to hide them from views.
How to Cancel Your Tribe CRM Account
In the Expand number of users section, check the date until which your subscription is active.
Select Cancel account to close your Tribe CRM account.
You will retain access until the paid period ends.
Quick Summary
The account settings page allows you to manage your subscription, licences, modules, and billing information. You can add or remove licences, adjust user access, and update key account details as needed. If required, you can also cancel your Tribe CRM account directly from this page.