History for "Team for Admins"

Proximity Team makes it simple to manage your team with multiple memberships across the Proximity Network! Invite teammates, grant them memberships, set a reservation budget, and give them punch passes with ease.


Getting Started

Teams can be created by coworking space managers to help you get up and running!. When the manager of a coworking space creates a Team for you, you can get Team ownership transferred to you at any time by contacting us (hello@proximity.space).

If you have already created a Team and need some extra assistance you can add your space manager as a Team Maintainer to help you through the process and to double-check your settings.

Team Admins will still manage all billing, budgets for punch passes and reservation time, members, and their memberships.

When creating a Team, all of the Team members who accept their invitation will have their existing membership removed and the Team Admin will be prorated for the Team Memberships to the 1st of the month (click here to learn more about how billing for Team works).

Setting up a Team

Start by navigating to Team by going to proximity.app/teams.,

Click on “Add a team”

Enter your Team information

• Team Name
• Team image
• Time Zone
• Payment Source (skip this step if you are the space manager helping to set up the Team; the Team Admin can add this after it's set up)
  • Add a new payment source” or (+) button
    • Add a bank account for ACH transfers
      • Instant verification through Plaid
      • Manual verification (2 micro-deposits usually arrive in 1-3 business)
        • Manually verified accounts can’t be charged until after verification for payment source is completed. After verification, your Team can be created and your Team Members will be invited.
    • Add a Credit Card for Payment
      • Instantly verify through Stripe
    • Add a 2nd payment source (+) button
      • If you add a 2nd payment source, at any time you can change your default payment source and remove an old one

Invite Team members

• Invite members to your team by using their email address
• Separate email addresses by a space or “Return”
• The Team Admin will be charged a prorated amount for the first month of each teammate's membership once the team member accepts their invitation.

Add Punches

• Do you want Punches Passes to use at your space? [YES]
• Select a space to add punch passes
• Select your punch pass type
• Choose your total number of team punches
• Choose the number of punches allowed for each team member
• Don’t let me run out of punches!
  - Automatically refill your punches when running low, at the end of the month!

** punch passes for a Team can only be used at one coworking space in the Proximity Network at a time.
** punch pass memberships cannot be granted. To give punches to members please grant them within Proximity Team.


Add Memberships

• Do you want to add memberships for your Team Members? [YES]
• 1. Choose any team member to attach membership to
• 2. Choose that team member’s “primary space” or space they visit most
• 3. Choose the Membership you’d like for the team member(s)
  • Members can only have one membership at each space. They cannot separately purchase a Membership, in the same space, without removing their team membership.
  • Only recurring memberships will be available to choose from.
  • Only Space Managers can see hidden memberships.
• Repeat steps 1-3 as necessary for each team member
• To remove a membership from a team member, scroll down and use the (x) next to the member’s name and unwanted membership

Add a Reservation Budget

• Do you want a monthly budget to allow your team members to reserve resources (like conference rooms)? [YES]
• Set a total monthly budget to be shared between all team members
• Set the individual team member budget for reservation use if you want to limit the amount of time each member can use.
• Your Team member’s membership may already come with free resource time to use at the space(s) they hold a membership at and that free time will be used first before the shared Team budget is used.
• Your team members can continue to reserve resources using a valid payment source at that space if they go over budget or use up their membership free time.
  
  

Your Team Summary

• Please double-check all of your settings to make sure they are correct.
• You can still make changes to your Team before inviting your Team Members.
• Once you invite your members know that when they accept their invite your Team billing will begin.
  
  

See Team Activity and Edit Settings

Select your Team by clicking anywhere on your Team or by selecting the “kebab” (3 dots) icon and choosing “Edit”

• From your Team Activity page, you can get an overview of your Team balances, Team members, and Invoices.
• Add new members to your Team.
• Select your Team Members to
  • Add new memberships at a space(s)
  • Remove memberships at a space(s)
  • Completely remove from the Team
• View and download Team invoices for each space your Team is active in
• Search for team members and toggle between grid and detailed list view

Edit Team Settings

Select the gear icon (top/right of the page)

Proximity Team makes it simple to manage your team with multiple memberships across the Proximity Network! Invite teammates, grant them memberships, set a reservation budget, and give them punch passes with ease.


Getting Started

Teams can be created by coworking space managers to help you get up and running! When the manager of a coworking space creates a Team for you, you can get Team ownership transferred to you at any time by contacting us (hello@proximity.space).

If you have already created a Team and need some extra assistance you can add your space manager as a Team Maintainer to help you through the process and to double-check your settings.

Team Admins will still manage all billing, budgets for punch passes and reservation time, members, and their memberships.

When creating a Team, all of the Team members who accept their invitation will have their existing membership removed and the Team Admin will be prorated for the Team Memberships to the 1st of the month (click here to learn more about how billing for Team works).

Setting up a Team

Start by navigating to Team by going to proximity.app/teams.,

Click on “Add a team”

Enter your Team information

• Team Name
• Team image
• Time Zone
• Payment Source (skip this step if you are the space manager helping to set up the Team; the Team Admin can add this after it's set up)
  • Add a new payment source” or (+) button
    • Add a bank account for ACH transfers
      • Instant verification through Plaid
      • Manual verification (2 micro-deposits usually arrive in 1-3 business)
        • Manually verified accounts can’t be charged until after verification for payment source is completed. After verification, your Team can be created and your Team Members will be invited.
    • Add a Credit Card for Payment
      • Instantly verify through Stripe
    • Add a 2nd payment source (+) button
      • If you add a 2nd payment source, at any time you can change your default payment source and remove an old one

Invite Team members

• Invite members to your team by using their email address
• Separate email addresses by a space or “Return”
• The Team Admin will be charged a prorated amount for the first month of each teammate's membership once the team member accepts their invitation.

Add Punches

• Do you want Punches Passes to use at your space? [YES]
• Select a space to add punch passes
• Select your punch pass type
• Choose your total number of team punches
• Choose the number of punches allowed for each team member
• Don’t let me run out of punches!
  - Automatically refill your punches when running low, at the end of the month!

** punch passes for a Team can only be used at one coworking space in the Proximity Network at a time.
** punch pass memberships cannot be granted. To give punches to members please grant them within Proximity Team.


Add Memberships

• Do you want to add memberships for your Team Members? [YES]
• 1. Choose any team member to attach membership to
• 2. Choose that team member’s “primary space” or space they visit most
• 3. Choose the Membership you’d like for the team member(s)
  • Members can only have one membership at each space. They cannot separately purchase a Membership, in the same space, without removing their team membership.
  • Only recurring memberships will be available to choose from.
  • Only Space Managers can see hidden memberships.
• Repeat steps 1-3 as necessary for each team member
• To remove a membership from a team member, scroll down and use the (x) next to the member’s name and unwanted membership

Add a Reservation Budget

• Do you want a monthly budget to allow your team members to reserve resources (like conference rooms)? [YES]
• Set a total monthly budget to be shared between all team members
• Set the individual team member budget for reservation use if you want to limit the amount of time each member can use.
• Your Team member’s membership may already come with free resource time to use at the space(s) they hold a membership at and that free time will be used first before the shared Team budget is used.
• Your team members can continue to reserve resources using a valid payment source at that space if they go over budget or use up their membership free time.
  
  

Your Team Summary

• Please double-check all of your settings to make sure they are correct.
• You can still make changes to your Team before inviting your Team Members.
• Once you invite your members know that when they accept their invite your Team billing will begin.
  
  

See Team Activity and Edit Settings

Select your Team by clicking anywhere on your Team or by selecting the “kebab” (3 dots) icon and choosing “Edit”

• From your Team Activity page, you can get an overview of your Team balances, Team members, and Invoices.
• Add new members to your Team.
• Select your Team Members to
  • Add new memberships at a space(s)
  • Remove memberships at a space(s)
  • Completely remove from the Team
• View and download Team invoices for each space your Team is active in
• Search for team members and toggle between grid and detailed list view

Edit Team Settings

Select the gear icon (top/right of the page)

Proximity Team makes it simple to manage your team with multiple memberships across the Proximity Network! Invite teammates, grant them memberships, set a reservation budget, and give them punch passes with ease.


Getting Started

Teams can be created by coworking space managers to help you get up and running! When the manager of a coworking space creates a Team for you, you can get Team ownership transferred to you at any time by contacting us (hello@proximity.space).

If you have already created a Team and need some extra assistance you can add your space manager as a Team Maintainer to help you through the process and to double-check your settings.

Team Admins will still manage all billing, budgets for punch passes and reservation time, members, and their memberships.

When creating a Team, all of the Team members who accept their invitation will have their existing membership removed and the Team Admin will be prorated for the Team Memberships to the 1st of the month (click here to learn more about how billing for Team works).

Setting up a Team

Start by navigating to Team by going to proximity.appproximity.app/teams., or click on the Teams tab in your member menu.

Click on “Add a team”

Enter your Team information

• Team Name
• Team image
• Time Zone
• Payment Source (skip this step if you are the space manager helping to set up the Team; the Team Admin can add this after it's set up)
  • Add a new payment source” or (+) button
    • Add a bank account for ACH transfers
      • Instant verification through Plaid
      • Manual verification (2 micro-deposits usually arrive in 1-3 business)
        • Manually verified accounts can’t be charged until after verification for payment source is completed. After verification, your Team can be created and your Team Members will be invited.
    • Add a Credit Card for Payment
      • Instantly verify through Stripe
    • Add a 2nd payment source (+) button
      • If you add a 2nd payment source, at any time you can change your default payment source and remove an old one

Invite Team members

• Invite members to your team by using their email address
• Separate email addresses by a space or “Return”
• The Team Admin will be charged a prorated amount for the first month of each teammate's membership once the team member accepts their invitation.

Add Punches

• Do you want Punches Passes to use at your space? [YES]
• Select a space to add punch passes
• Select your punch pass type
• Choose your total number of team punches
• Choose the number of punches allowed for each team member
• Don’t let me run out of punches!
  - Automatically refill your punches when running low, at the end of the month!

** punch passes for a Team can only be used at one coworking space in the Proximity Network at a time.
** punch pass memberships cannot be granted. To give punches to members please grant them within Proximity Team.


Add Memberships

• Do you want to add memberships for your Team Members? [YES]
• 1. Choose any team member to attach membership to
• 2. Choose that team member’s “primary space” or space they visit most
• 3. Choose the Membership you’d like for the team member(s)
  • Members can only have one membership at each space. They cannot separately purchase a Membership, in the same space, without removing their team membership.
  • Only recurring memberships will be available to choose from.
  • Only Space Managers can see hidden memberships.
• Repeat steps 1-3 as necessary for each team member
• To remove a membership from a team member, scroll down and use the (x) next to the member’s name and unwanted membership

Add a Reservation Budget

• Do you want a monthly budget to allow your team members to reserve resources (like conference rooms)? [YES]
• Set a total monthly budget to be shared between all team members
• Set the individual team member budget for reservation use if you want to limit the amount of time each member can use.
• Your Team member’s membership may already come with free resource time to use at the space(s) they hold a membership at and that free time will be used first before the shared Team budget is used.
• Your team members can continue to reserve resources using a valid payment source at that space if they go over budget or use up their membership free time.
  
  

Your Team Summary

• Please double-check all of your settings to make sure they are correct.
• You can still make changes to your Team before inviting your Team Members.
• Once you invite your members know that when they accept their invite your Team billing will begin.
  
  

See Team Activity and Edit Settings

Select your Team by clicking anywhere on your Team or by selecting the “kebab” (3 dots) icon and choosing “Edit”

• From your Team Activity page, you can get an overview of your Team balances, Team members, and Invoices.
• Add new members to your Team.
• Select your Team Members to
  • Add new memberships at a space(s)
  • Remove memberships at a space(s)
  • Completely remove from the Team
• View and download Team invoices for each space your Team is active in
• Search for team members and toggle between grid and detailed list view

Edit Team Settings

Select the gear icon (top/right of the page)

Proximity Team makes it simple to manage your team with multiple memberships across the Proximity Network! Invite teammates, grant them memberships, set a reservation budget, and give them punch passes with ease.


Getting Started

Teams can be created by coworking space managers to help you get up and running! When the manager of a coworking space creates a Team for you, you can get Team ownership transferred to you at any time by contacting us (hello@proximity.space).

If you have already created a Team and need some extra assistance you can add your space manager as a Team Maintainer to help you through the process and to double-check your settings.

Team Admins will still manage all billing, budgets for punch passes and reservation time, members, and their memberships.

When creating a Team, all of the Team members who accept their invitation will have their existing membership removed and the Team Admin will be prorated for the Team Memberships to the 1st of the month (click here to learn more about how billing for Team works).

Setting up a Team

Start by navigating to Team by going to proximity.app, or click on the Teams tab in your member menu.

Click on “Add a team”

Enter your Team information

• Team Name
• Team image
• Time Zone
• Payment Source (skip this step if you are the space manager helping to set up the Team; the Team Admin can add this after it's set up)
  • Add a new payment source” or (+) button
    • Add a bank account for ACH transfers
      • Instant verification through Plaid
      • Manual verification (2 micro-deposits usually arrive in 1-3 business)
        • Manually verified accounts can’t be charged until after verification for payment source is completed. After verification, your Team can be created and your Team Members will be invited.
    • Add a Credit Card for Payment
      • Instantly verify through Stripe
    • Add a 2nd payment source (+) button
      • If you add a 2nd payment source, at any time you can change your default payment source and remove an old one

Invite Team members

• Invite members to your team by using their email address
• Separate email addresses by a space or “Return”
• The Team Admin will be charged a prorated amount for the first month of each teammate's membership once the team member accepts their invitation.

Add Punches

• Do you want Punches Passes to use at your space? [YES]
• Select a space to add punch passes
• Select your punch pass type
• Choose your total number of team punches
• Choose the number of punches allowed for each team member
• Don’t let me run out of punches!
  - Automatically refill your punches when running low, at the end of the month!

** punch passes for a Team can only be used at one coworking space in the Proximity Network at a time.
** If Team Admin grants team members punch pass memberships… they don’t needmemberships cannot be granted. To give punches to also givemembers please grant them punches throughwithin Proximity Team.


Add Memberships

• Do you want to add memberships for your Team Members? [YES]
• 1. Choose any team member to attach membership to
• 2. Choose that team member’s “primary space” or space they visit most
• 3. Choose the Membership you’d like for the team member(s)
  • Members can only have one membership at each space. They cannot separately purchase a Membership, in the same space, without removing their team membership.
  • Only recurring memberships will be available to choose from.
  • Only Space Managers can see hidden memberships.
• Repeat steps 1-3 as necessary for each team member
• To remove a membership from a team member, scroll down and use the (x) next to the member’s name and unwanted membership

Add a Reservation Budget

• Do you want a monthly budget to allow your team members to reserve resources (like conference rooms)? [YES]
• Set a total monthly budget to be shared between all team members
• Set the individual team member budget for reservation use if you want to limit the amount of time each member can use.
• Your Team member’s membership may already come with free resource time to use at the space(s) they hold a membership at and that free time will be used first before the shared Team budget is used.
• Your team members can continue to reserve resources using a valid payment source at that space if they go over budget or use up their membership free time.
  
  

Your Team Summary

• Please double-check all of your settings to make sure they are correct.
• You can still make changes to your Team before inviting your Team Members.
• Once you invite your members know that when they accept their invite your Team billing will begin.
  
  

See Team Activity and Edit Settings

Select your Team by clicking anywhere on your Team or by selecting the “kebab” (3 dots) icon and choosing “Edit”

• From your Team Activity page, you can get an overview of your Team balances, Team members, and Invoices.
• Add new members to your Team.
• Select your Team Members to
  • Add new memberships at a space(s)
  • Remove memberships at a space(s)
  • Completely remove from the Team
• View and download Team invoices for each space your Team is active in
• Search for team members and toggle between grid and detailed list view

Edit Team Settings

Select the gear icon (top/right of the page)

Proximity Team makes it simple to manage your team with multiple memberships across the Proximity Network! Invite teammates, grant them memberships, set a reservation budget, and give them punch passes with ease.


Getting Started

Teams can be created by coworking space managers to help you get up and running! When the manager of a coworking space creates a Team for you, you can get Team ownership transferred to you at any time by contacting us (hello@proximity.space).

If you have already created a Team and need some extra assistance you can add your space manager as a Team Maintainer to help you through the process and to double-check your settings.

Team Admins will still manage all billing, budgets for punch passes and reservation time, members, and their memberships.

When creating a Team, all of the Team members who accept their invitation will have their existing membership removed and the Team Admin will be prorated for the Team Memberships to the 1st of the month (click here to learn more about how billing for Team works).

Setting up a Team

Start by navigating to Team by going to proximity.app, or click on the Teams tab in your member menu.

Click on “Add a team”

Enter your Team information

• Team Name
• Team image
• Time Zone
• Payment Source (skip this step if you are the space manager helping to set up the Team; the Team Admin can add this after it's set up)
  • Add a new payment source” or (+) button
    • Add a bank account for ACH transfers
      • Instant verification through Plaid
      • Manual verification (2 micro-deposits usually arrive in 1-3 business)
        • Manually verified accounts can’t be charged until after verification for payment source is completed. After verification, your Team can be created and your Team Members will be invited.
    • Add a Credit Card for Payment
      • Instantly verify through Stripe
    • Add a 2nd payment source (+) button
      • If you add a 2nd payment source, at any time you can change your default payment source and remove an old one

Invite Team members

• Invite members to your team by using their email address
• Separate email addresses by a space or “Return”
• The Team Admin will be charged a prorated amount for the first month of each teammate's membership once the team member accepts their invitation.

Add Punches

• Do you want Punches Passes to use at your space? [YES]
• Select a space to add punch passes
• Select your punch pass type
• Choose your total number of team punches
• Choose the number of punches allowed for each team member
• Don’t let me run out of punches!
  - Automatically refill your punches when running low, at the end of the month!

** punch passes for a Team can only be used at one coworking space in the Proximity Network at a time.

** If Team Admin grants team members punch pass memberships… they don’t need to also give them punches through Team


Add Memberships

• Do you want to add memberships for your Team Members? [YES]
• 1. Choose any team member to attach membership to
• 2. Choose that team member’s “primary space” or space they visit most
• 3. Choose the Membership you’d like for the team member(s)
  • Members can only have one membership at each space. They cannot separately purchase a Membership, in the same space, without removing their team membership.
  • Only recurring memberships will be available to choose from.
  • Only Space Managers can see hidden memberships.
• Repeat steps 1-3 as necessary for each team member
• To remove a membership from a team member, scroll down and use the (x) next to the member’s name and unwanted membership

Add a Reservation Budget

• Do you want a monthly budget to allow your team members to reserve resources (like conference rooms)? [YES]
• Set a total monthly budget to be shared between all team members
• Set the individual team member budget for reservation use if you want to limit the amount of time each member can use.
• Your Team member’s membership may already come with free resource time to use at the space(s) they hold a membership at and that free time will be used first before the shared Team budget is used.
• Your team members can continue to reserve resources using a valid payment source at that space if they go over budget or use up their membership free time.
  
  

Your Team Summary

• Please double-check all of your settings to make sure they are correct.
• You can still make changes to your Team before inviting your Team Members.
• Once you invite your members know that when they accept their invite your Team billing will begin.
  
  

See Team Activity and Edit Settings

Select your Team by clicking anywhere on your Team or by selecting the “kebab” (3 dots) icon and choosing “Edit”

• From your Team Activity page, you can get an overview of your Team balances, Team members, and Invoices.
• Add new members to your Team.
• Select your Team Members to
  • Add new memberships at a space(s)
  • Remove memberships at a space(s)
  • Completely remove from the Team
• View and download Team invoices for each space your Team is active in
• Search for team members and toggle between grid and detailed list view

Edit Team Settings

Select the gear icon (top/right of the page)

Welcome to Proximity Team!

This article will help you become a new team admin. Moving forward, your team is going to work hard and always continue to grow. With Team, your team will be able to seamlessly add more members, use memberships at more spaces, and allow you to set a reservation budget within your team! Proximity Team makes it simple to manage your team with multiple memberships across the Proximity Network! Invite teammates, grant them memberships, set a reservation budget, and give them punch passes with ease.


We’ll get started by teaching you how to set up a new team including adding team members, attaching memberships to your team members, allotting punch passes and reservation time to share between your team members, and more!

Getting Started

Teams can be created by any member! Simply start by navigating to Teams from your Profile Navigation (top/right profile image). Adding a new Team has a few basic steps, and also a few steps that you might not be familiar with.

Teams can also be created bycoworking space managers to help you get your Team up and running!
When the manager of youra coworking space creates a Team for you, you can get Team ownership transferred to you at any time by contacting us (hello@proximity.space).

If you have already created a team, butTeam and need some extra assistance, you can get add ayour space manager as a Team Maintainer to help you through the process and to double-check Teamyour settings.

Team OwnersAdmins will still manage all billing, team budgets for Punch Passespunch passes and reservation time, Team members, and their memberships.

When creating a Team, all of your acceptingthe Team members who accept their invitation will have their currentexisting membership removed, and the Team Admin will be prorated for the Team MembershipMemberships to the 1st of the month (click here to learn more about how billing for Team works).

Let's get started!Setting up a Team

Start by navigating to Team by going to proximity.app, or click on the Teams tab in your member menu.

Click on “Add a teamAdd a team”

Enter your Team information

• Team Name
• Team image
• Time Zone
• Payment Source
  - Add a new payment source” or (+) button
  - Add a bank account for ACH transfers
  - Instant verification through Plaid
  - Manual verification (2 micro-deposits usually arrive in 1-3 business)
  - Manually verified accounts can’t be charged until after verification for payment source is completed
  - After verification, your Team can be created and your Team Members will be invited
  - Add a Credit Card for Payment
  - Instantly verify through Stripe
  - Add a 2nd payment source (+) button
  - If you add a 2nd payment source, you can
  - Change your default payment source
  - Remove an old (not default) payment source
• Payment Source (skip this step if you are the space manager helping to set up the Team; the Team Admin can add this after it's set up)
  • Add a new payment source” or (+) button
    • Add a bank account for ACH transfers
      • Instant verification through Plaid
      • Manual verification (2 micro-deposits usually arrive in 1-3 business)
        • Manually verified accounts can’t be charged until after verification for payment source is completed. After verification, your Team can be created and your Team Members will be invited.
    • Add a Credit Card for Payment
      • Instantly verify through Stripe
    • Add a 2nd payment source (+) button
      • If you add a 2nd payment source, at any time you can change your default payment source and remove an old one

Invite Team members

• Invite members to your team by using their email address
• Separate email addresses by a space or “Return”
• Your Team will be charged a prorated amount for each membership after a Team Member accepts their invitation their first month
• The Team Admin will be charged a prorated amount for the first month of each teammate's membership once the team member accepts their invitation.

Add Punches

• Do you want Punches Passes to use at your space? [YES]
• Select a space to add punch passes
• Select your punch pass type
• Choose your total number of team punches
• Choose the number of punches allowed for each team member
• Don’t let me run out of punches!
  - Automatically refill your punches when running low, at the end of the month!

** punch passes for a Team can only be used at one coworking space in the Proximity Network at a time.

Add Memberships

• Do you want to add memberships for your Team Members? [YES]
• 1. Choose any team member to attach membership to
• 2. Choose that team member’s “homeprimary space” or a space they visit most for memberships
• 3. Choose the Membership you’d like for the team member(s)
  • Keep in mind: Members can only have 1one membership at each space!. They cannot separately purchase a Membership, atin the same space, without removing their team membership.
  • Only recurring memberships will be available to choose from.
  • Only Space Managers can see hidden memberships.
• Repeat steps 1-3 as necessary for each team member
  - Or by selecting multiple members inside of your team (or you can separate your teams into multiple teams!)
• To remove a membership from a team member, scroll down and use the (x) next to the member’s name and unwanted membership

Add a Reservation Budget

• Do you want a monthly budget to allow your team members to reserve resources (like conference rooms)? [YES]
• Your Team Member’s membership may already come with free resource time to use at the space(s) they hold a membership and that free time will be used first before shared time is used.
• Set a total monthly budget to be shared between all team members
• Set the individual team member budget for reservation use if you want to limit the amount of time each member can use.
• Your Team Members can continue to reserve resources using a valid payment source at that space
  - If your Team Member is out of free time and has used their entire reservation budget, they can still reserve resources charging any valid bank account or Credit Card.
• Your Team member’s membership may already come with free resource time to use at the space(s) they hold a membership at and that free time will be used first before the shared Team budget is used.
• Your team members can continue to reserve resources using a valid payment source at that space if they go over budget or use up their membership free time.
  
  

Your Team Summary

• Please double-check all of your settings to make sure they are correct!.
• You can still make changes to your Team before inviting your Team Members.
• Once you invite your members know that when they accept their invite your Team billing will begin.
  
  

See Team Activity and Edit Settings!

Select your Team by clicking anywhere on your Team or by selecting the “kebab” (3 dots) icon and choosing “Edit”

• From your Team Activity page, you can get an overview of your Team balances, Team Membersmembers, and Invoices.
• Add new members to your Team.
• Select your Team Members to
  - Add new memberships at a space(s)
  - Remove memberships at a space(s)
  - Completely remove Team Members from the team
  • Add new memberships at a space(s)
  • Remove memberships at a space(s)
  • Completely remove from the Team
• View and download Team invoices for each space your Team is active in
• Search for team members and toggle between grid and detailed list view

Edit Team Settings

Select the gear icon gear icon (top/right of the page) to edit your Team settings

Welcome to Proximity Team!

This article will help you become a new team admin. Moving forward, your team is going to work hard and always continue to grow. With Team, your team will be able to seamlessly add more members, use memberships at more spaces, and allow you to set a reservation budget within your team!

We’ll get started by teaching you how to set up a new team including adding team members, attaching memberships to your team members, allotting punch passes and reservation time to share between your team members, and more!

Teams can be created by any member! Simply start by navigating to Teams from your Profile Navigation (top/right profile image). Adding a new Team has a few basic steps, and also a few steps that you might not be familiar with.

Teams can also be created by space managers to help you get your Team up and running!
When the manager of your coworking space creates a Team for you, you can get Team ownership transferred to you at any time by contacting us.

If you already created a team, but need some extra assistance, you can get add a space manager as a Team Maintainer to help you through the process and to double-check Team settings.

Team Owners will still manage all billing, team budgets for Punch Passes and reservation time, Team members, and their memberships.

When creating a Team, all of your accepting Team members will have their current membership removed, and the Team will be prorated for the Team Membership to the 1st of the month.

Let's get started!

“Add a team”

Enter your Team information

• Team Name
• Team image
• Time Zone
• Payment Source
  - Add a new payment source” or (+) button
  - Add a bank account for ACH transfers
  - Instant verification through Plaid
  - Manual verification (2 micro-deposits usually arrive in 1-3 business)
  - Manually verified accounts can’t be charged until after verification for payment source is completed
  - After verification, your Team can be created and your Team Members will be invited
  - Add a Credit Card for Payment
  - Instantly verify through Stripe
  - Add a 2nd payment source (+) button
  - If you add a 2nd payment source, you can
  - Change your default payment source
  - Remove an old (not default) payment source

Invite Team members

• Invite members to your team by their email address
• Separate email addresses by a space or “Return”
• Your Team will be charged a prorated amount for each membership after a Team Member accepts their invitation their first month

Add Punches

• Do you want Punches Passes to use at your space? [YES]
• Select a space to add punch passes
• Select your punch pass type
• Choose your total number of team punches
• Choose the number of punches allowed for each team member
• Don’t let me run out of punches!
  - Automatically refill your punches when running low, at the end of the month!

Add Memberships

• Do you want to add memberships for your Team Members? [YES]
• Choose any team member to attach membership to
• Choose that team member’s “home space” or a space they visit most for memberships
• Choose the membership type you’d like for the team member(s)
  - Keep in mind: Members can only have 1 membership at each space! They cannot separately purchase a membership type, at the same space, without removing their team membership
  • Keep in mind: Members can only have 1 membership at each space! They cannot separately purchase a membership type, at the same space, without removing their team membership
  • Only recurring memberships will be available to choose from.
• Repeat steps 1-3 as necessary for each team member
  - Or by selecting multiple members inside of your team (or you can separate your teams into multiple teams!)
• To remove a membership from a team member, scroll down and use the (x) next to the member’s name and unwanted membership

Add a Reservation Budget

• Do you want a monthly budget to allow your team members to reserve resources (like conference rooms)? [YES]
• Your Team Member’s membership may already come with free resource time to use at the space(s) they hold a membership and that free time will be used first before shared time is used.
• Set a total monthly budget to be shared between all team members
• Set the individual team member budget for reservation use if you want to limit the amount of time each member can use.
• Your Team Members can continue to reserve resources using a valid payment source at that space
  - If your Team Member is out of free time and has used their entire reservation budget, they can still reserve resources charging any valid bank account or Credit Card.

Your Team Summary

• Please double check all of your settings to make sure they are correct!
• You can still make changes to your Team before inviting your Team Members

Team Activity and Settings!

Select your Team by clicking anywhere on your Team or by selecting the “kebab” (3 dots) icon and choosing “Edit”

• From your Team Activity page, you can get an overview of your Team balances, Team Members, and Invoices
• Add new members to your Team
• Select your Team Members to
  - Add new memberships at a space(s)
  - Remove memberships at a space(s)
  - Completely remove Team Members from the team
• View and download Team invoices for each space your Team is active in
• Search for team members and toggle between grid and detailed list view

Select the gear icon (top/right of the page) to edit your Team settings