This guide is designed to help you swiftly set up and manage your team within Logically. Whether you're creating your team for the first time, inviting team members, or managing subscriptions, we've got you covered.
The difference between "Team Plan" and "Shared Libraries"
As a Team Plan subscriber, you can create an organization, invite members, purchase and assign seats, and consolidate billing—all within the Team Plan feature.
Shared Libraries is a separate feature in Logically Reference Manager that lets you share research materials with colleagues. You can create sharable folders to collaborate on papers, references, files, notes, and annotations.
How to create or join a team
Subscribing to the Team plan automatically creates your team billing portal. If you are looking to join a team, then you can either:
Accept the invitation during onboarding after signing up.
Go to the Team Portal section, click "View Invites," and accept the desired team invitation.
How to invite users to your team and assign/remove seats
To invite users to your team:
Click "Invite members"
Enter the email(s) of the people you want to invite. The user will receive an invitation through email.
You can keep track of who you have invited in the "Pending invites" tab
To assign or remove seats:
Go to the "Members" tab
Click on the "Assign Seat" option next to the user and click on the paid seat to assign to the user
NOTE:
Each user can either own or join one team at a time.
Users when joining are automatically assigned a paid subscription seat if you have available seats. Otherwise, they join as free users and you can purchase seats and assign them accordingly.
There are 3 permission levels: View, Admin, and Owner. Only the owner can managing billing and payments.
How to purchase seats for your members
Go to your organization and click "Purchase more seats."
Select the number of seats you want
Complete the payment, and you are set!