Your team size refers to how many users are included in your plan. This is the number of users or 'seats' that you will be billed for. For billing purposes, SendBoard 'users' are only those Trello users who have been authorised to use the Email for Trello Power-Up. So you might have 10 Trello board members for example, but you can choose for only certain (e.g 5) people to have access to send emails.
Allocated team members
Allocated team members refer to the number of Trello users who are currently authorised to use SendBoard. You can't have more team members that your plan allows.
To allocate new team members to your SendBoard account:
Ensure that they are an existing member of your Trello team. Guest users on a Trello board cannot access SendBoard features.
Update your team size in SendBoard so that there are enough available spots.
Notify your team members that they can access the board to authorise SendBoard. You don't need to explicitly add each person to SendBoard.
Note: You do not have to invite team members to use Email for Trello. Once the Power-Up has been added to the board, any new team member can start using it by simply clicking on the SendBoard button. They will be prompted to authorise SendBoard to work with their Trello account and can then start using the Power-up right away.
Change the team size in SendBoard
To change your team size, navigate to the 'Account' area of your SendBoard settings. You can click on the 'SendBoard' button on a card and choose settings or click on the Power-Up icon from the toolbar at the top of your board and choose 'Settings' from the window that opens.
Under the 'Plan Details' section of the account settings, you will see what plan you are on, how many users are included in the plan, and how many Trello users have been allocated to the plan. Click on 'Manage Users' to increase/decrease the team size or remove a specific users access.
Increase team size
If you want to add new users to your team, you'll need to ensure that your plan includes enough seats. If you are going to add several new users, set your team size to the total number of users you need. You can do this from the 'Manage Plan' area of SendBoard Settings: click on 'Manage users' and then 'Change Team Size'.
Decrease team size
You can decrease your team size in a similar way. Just ensure that the number of allocated users does not exceed your desired team size. You may need to "Remove" users from your team before reducing the team size.
If the wrong user authorises the Power-Up, you can remove them to free up their spot.
Note: A reminder that you do not have to invite team members to use SendBoard. Once the Power-Up has been added to the board, any new team member can start using it by simply clicking on the SendBoard button. They will be prompted to authorise SendBoard to work with their Trello account and can then start using the Power-up right away.
Board guests can use Email for Trello too. Read more about this here.
Removing a team member does not automatically decrease the team size. It removes that specific team member's access so that another user can authorise and use the Power-Up.
Update the account owner
The account owner is the key contact person for account and billing purposes.
To update the account owner, you can open your SendBoard settings (click on the SendBoard button from the toolbar at the top of your screen), select "Account" and scroll down to "Account Owner" under the "Subscription" heading. From here you can choose the account owner from the drop-down and enter their email address.
Trello member permission settings
Email for Trello contains workspace level settings, therefore you need to be a Trello workspace admin to manage these settings. You can update Trello permissions from the Member's tab.
You can read more about Trello member and guest permissions here.
