How to Add /Reduce Agents to Your BoldDesk Subscription Plan
Managing agent count in your BoldDesk subscription is simple and flexible. This guide explains how to add or reduce agents in your current plan, update billing details, and ensure your support team scales efficiently. Follow these steps to keep your subscription aligned with your business needs.
Steps to Add Agents Count
Follow the steps below;
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Navigate to Billing Settings
Go to Admin → Billing and Subscription.
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Access Plan Details
Under your plan details, click Add Agents next to No. of agents.
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Update Agent Count
Increase the number of agents and click Continue.
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Complete Payment
In the payment section, click Update to finalize the plan update.
Reducing the Number of Agents Count
To reduce the agents count:
- First, deactivate the agents you want to remove to remain with the desired number you want to pay for. Learn How to Deactivate an Agent.
- Then follow the same steps above to update your plan.
Learn How to Add New Agents in the Agent portal after purchasing the agents.
- If you deactivate agents without lowering the number of agents in your billing and subscription, you will continue to be charged for the deactivated agents until the agent count is reduced to the number you intend to pay for. Moreover, if you pay for a specific number of agents, you will be billed for that number regardless of whether you use fewer agents.
Frequently Asked Questions (FAQs)
Q1: Can I increase agents count to my BoldDesk subscription at any time?
Yes, you can increase the agents count anytime by updating your subscription plan through the Billing and Subscription settings.
Q2: How do I reduce the number of agents count in my plan?
First, deactivate the agents until you have the desired number of agents for billing. Then, proceed with the same steps used to reduce the agent count under Billing and Subscription.
Q3: Will I be charged immediately after increasing agents count?
Yes, the payment to increase agents count is processed immediately when you click Update in the payment section, billed on a prorata basis.
Q4: Can I add agents without updating the billing plan?
No, you must update your subscription plan to increase the number of agents count before adding them in the agent portal.
Q5: Where can I manage agent permissions after adding them?
You can manage agent roles and permissions in the Admin → Roles and Permissions section.
