In Tradogram, "adding or removing users" can refer to two different actions: managing the individual people who have access to your account or managing the total number of paid seats (licenses) available to your company. This guide covers both processes.

Managing Individual Users (Add or Deactivate)

This process allows you to grant access to a new team member or revoke access from someone who no longer needs it.

Adding a New User

1. Navigate to Manage Company from the top-right dropdown menu.

2. Select the Users tab.

3. Click the + Add New User button.

4. Enter the required details: Name, Email, Group, and Branch.

5. Click Add User to finalize.

Deactivating a User

1. Go to Manage Company > Users.

2. Search for the user you wish to remove.
3. Click the Green Circle icon on the right side of their name.

4. Confirm the prompt to Deactivate the user.

Important Note: Deactivating a user prevents them from accessing the platform, but all of their activity history remains intact for audit purposes. This action also frees up a license seat for a new user.

If the deactivated user was an approver, please review your approval rules to ensure they are replaced by an active user.

Managing Paid User Seats (Licensing)

This process is used to change the total number of licenses your company is billed for.

1. Navigate to Manage Company from the top-right dropdown menu.

2. Select the Account & Billing tab from the left panel.

3. Click on the Add/Remove Users tab at the top of the panel.

Adding Seats

• Select Add Users and enter the number of new licenses required.

• You will be prompted to process the payment for the additional users, which will be prorated to your next renewal date.

• Once payment is processed, the new seats are available immediately.

Removing Seats

When removing seats, the system displays your current license data:

• Users paid for in your account: The total number of seats included in your current license.
• Currently registered users: The count of active users currently in the system.
• Extra Users: Additional seats added beyond your base package. You can remove any unused additional seats here.

Note on Removing Users: Reducing the number of seats does not provide a refund or credit. If you need to drop below the minimum number of seats included in your base package, please contact your Customer Success Manager or email support@tradogram.com.

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