👋 Welcome to the QuanFi VMS Help Center. Get the latest updates in the What's New section.
Getting Started

How to add more seats (invite teammates)

Only Owners and Admins can invite people. Each successful member counts as one seat.

Steps

  1. Sign in as Owner or Admin.
  2. Open Team in the sidebar.
  3. Check Seats used / allowed.
  4. Enter the person’s email and choose a role.
  5. Click Invite.
  6. Copy the invite link and send it to them securely.
  7. They open the link, sign in with that email, and Accept.

If invite is blocked

Message / situationMeaningWhat to do
Free seats used (2/2)Free plan maxBilling → upgrade to Solo/Small or higher
Plan seat limit reachede.g. 8/8 on SmallUpgrade to Mid-Size, or remove an unused member
Not Owner/AdminNo permissionAsk an Owner/Admin

After they accept

They appear under Members on the Team page. Seat count increases by one.

Pricing reminder (high level)

  • Free: 1–2 seats at $0
  • Solo/Small: from 3 seats (see your Billing page for current prices)
  • Mid-Size: 9–20 seats in bands
  • Enterprise: 21+ custom

Related

Help Center · Getting Started