The Plan Tab
The Plan tab consists of three tabs and allows account admins or managers to:
- View the details via the Account Summary tab
- Change account settings via the Settings tab
- Invite new collaborators to join their account or program via the Permissions tab
The Summary tab
This tab shows the basic details of the account, including:
- Account name
- Contract start date
- Total licenses purchased
- Account admin
- Contract expiration date
- Total active licenses
It also includes a direct link to contact the account’s WHOOP Customer Success Manager.
The Settings tab
This tab shows certain features that were toggled for the account.
Note: These controls are only available to Customer Success Managers.
The Permissions tab
This tab shows who has access to the account. The permission tab shows a table view of:
- WHOOP CSM
- Account Admin
- Collaborators, including Account Managers and Group Managers
This tab also allows you to add or invite people as collaborators to the account.
How to: Add account collaborators
From the Permissions tab, select the Add Collaborators button. From there, you can add or invite others to the accounts by entering the following:
- Collaborator emails
- Collaborator details
- Job title
- Role
- Privacy level
How to: Edit or remove collaborators
Search or navigate the collaborator list, select the more icon, followed by the Remove Collaborator button.