Team subscriptions and team traditional licenses are aimed at groups and businesses to simplify license management across multiple users. With teams, you’ll designate an administrator (Admin) Omni Account. The Admin Omni Account purchases Omni Software and manages who on your team has access.
Team Subscriptions reduce up-front commitment and make costs predictable for teams who use Omni applications with monthly/yearly subscription payments. Team subscriptions are cross-platform subscriptions for the Pro versions of a single app. For example, a single seat of the OmniFocus team subscription provides a team member with access to both OmniFocus Pro for Mac and OmniFocus Pro for iOS. Subscriptions also include any future major version releases.
Team Traditional Licenses use our traditional license model we’ve historically offered for our Mac apps (prior to the availibility of a subscription option). A traditional license is for the current version and available to purchase for a one-time fee. This purchase does not include future major version releases (though, we provide a discount for folks who would like to upgrade).
This article covers:
- Purchasing a Team Subscription or License (Admin)
- Managing Team Seat Access (Admin)
- Accepting and Registering a Team Seat Invitation (Team Member)
- Changing the Seat Quantity for your Team Subscription/License (Admin)
- Switching Subscription Billing Period (Monthly to Yearly or Yearly to Monthly (Admin)
- Canceling a Team Purchase (Admin)
- Answers to Frequently Asked Questions.
If you have additional questions about team subscriptions or licenses that are not addressed by this article, please email firstname.lastname@example.org.
Purchasing a Team Subscription or License (Admin)
Team subscriptions and traditional licenses are available for purchase in our online store. In order to complete the purchase of a team subscription or traditional license, you will need to sign in to an existing Omni Account, or create a new one. The Omni Account used for the purchase will act as the Admin for the team, and will manage and assign seats to team members.
To purchase a team subscription or traditional license:
- Select the application you would like to purchase.
- Choose the Subscription or Traditional “Ownership” type for that application.
- Select the Team purchase option (listed below the individual purchase option).
- Enter the total quantity of team seats (a team seat is required for each team member who will be using an application via the subscription or license).
- Click Add to Cart to initiate the checkout process.
Managing Team Seat Access (Admin)
Once a team subscription or traditonal license has been purchased, the Omni Account used for the purchase will act as the Admin for the team and manage seat access for team members.
Sign into the online Omni Accounts page using the Admin Omni Account ID and password.
Look for the Managed Teams area of the Omni Accounts managment page.
Click the Manage Team link under the team purchase you’d like to assign your team member to or remove from.
Assign a team seat to a team member
Enter the team member’s email address in the Invite Users field.
By default, the team Admin is not assigned a seat; to assign a seat to the team Admin’s Omni Account, add the team Admin’s email address as an invited user, then register the invitation to the Admin’s Omni Account).
Invited team members will receive an invitation email with information on how to create their own individual Omni Account (if they have not created one already), register the team seat to their individual Omni Account, and begin using their team seat.
You can copy and send the Share Invite URL link directly to the team member if they cannot receive the invite via email.
After a team member has accepted a team invitation, the Omni Account associated with the seat will be displayed next to their email address.
Remove a team member from team subscription/license
Check the box to the left of their email address.
Click Remove User(s).
Confirm you’d like to remove the user(s) from the team.
After a team member has been removed from a team, they will no longer be able to use the team subscription or license to unlock the application features.
Accepting and Registering a Team Seat Invitation (Team Member)
An invitation to join a team is required to begin using a team subscription or license. If you have not received an email inviting you to accept your team seat, please contact your team Admin.
To register your team invitation:
Click the “accept this invitation” link in the invitation email. If you didn’t receive the invitation email, ask your team Admin to resend the invite or share the unique URL invite link.
You will be asked to sign in to your Omni Account, or Sign up and create an individual account if you don’t have one.
Once you’re signed in to the individual Omni Account you’d like to use to register the team seat, you’ll see the invite displayed on the Omni Account management page. Click the Accept Team… button. (If you don’t see the invite displayed when signed into your Omni Account management page, try copying and pasting the “accept this invitation” link from your email invite into your web browser, or ask your team Admin to share the unique URL and paste the URL in your web browser.)
When the invitation has been accepted and successfully associated with your Omni Account, the team subscription or license will be listed as Personal Seats in the Team Seats section of the Omni Accounts management page.
Install the Omni software application you’ve accepted a seat for, if you haven’t already. Omni Mac applications can be downloaded via the Omni website or the Mac App Store, iOS applications are available for download in the iOS App Store.
After installing the Omni application on your device, unlock the software by signing in with your indvidual Omni Account. See here for detailed steps to sign and unlock the team purchase.
After signing in to your Omni Account, the Omni app will display additional information about any subscriptions or license associated with your account, and automatically unlock the appropriate feature set.
If your team subscription is canceled, or the team manager revokes your Omni Account’s subscription or license seat, your documents will remain on your device and you will still be able to use the application’s free viewer mode to share or view any documents.
If you had previously licensed the application via an in-app purchase, license key, etc., that purchase will remain active.
Changing the Seat Quantity for your Team Subscription/License (Admin)
When purchasing a team subscription or a traditional license, each team member using the app on their own machine will need their own seat purchase. See our EULA for more on our license terms.
Change seat quantity for a Team Subscription
The instructions directly below apply to Team Subscriptions. Please see here if you’d like to change the seat quantity for a Team Traditional License.
- Navigate to the Managed Teams area of the Admin’s online Omni Account managment page.
- Click the Manage Team link under the team purchase you’d like to update.
Click the Change Seats button.
Increase team subscription seat quantity
Enter the new total quantity of seats you’d like to increase the subscription to and click the Confirm Quantity button.
Review the information on the seat changes and pricing, then click the Pay button to finalize and confirm the seat change.
The new seat(s) will be charged the prorated amount for the remaining days left in the current paid subscription period. When the subscription auto-renews, you’ll be charged the full amount for the new total number of seats.
The new total quantity of seats will be reflected in the Total Seats count at the top of the team subscription page. Any new seats are available to assign immediately.
Decrease team subscription seat quantity
Enter the new total quantity of seats you’d like to decrease the subscription to, and click the Confirm Quantity button.
You’ll be prompted to select which user(s) to remove.
Review the information on the seat changes and pricing, then click the Finalize Seat Change button.
The new total quantity of seats will be reflected in the Total Seats After Next Renewal count at the top of the team subscription page.
The status for removed users will change to Expiring. All current users will maintain access until the end of the paid subscription period.
Changing the Seat Quantity for a Team Traditional License
To purchase any new Team traditional license seats, head directly to the main online store page. New team traditional seats purchased will automatically be pooled into existing team traditional licenses for the same app version and edition (Standard vs. Pro).
Traditional license seats are eligible for a [refund within 30 days of purchase] (https://support.omnigroup.com/our-refund-policy/). Please contact email@example.com to cancel any new traditional license purchases within the 30 day return window.
Switching Subscription Billing Period (Monthly to Yearly or Yearly to Monthly)
Navigate to the Managed Teams area of the Admin’s online Omni Account managment page.
Click the Manage Team link under the team subscription purchase you’d like to modify.
Click Switch to Yearly if updating from a monthly subscription or Switch to Monthly if updating from a yearly subscription.
When switching from Monthly billing to Yearly billing, the subscription period is updated immediately, including the renewal date. The card on file will be charged for the new yearly billing period and credited the amount of unused time for the previous monthly billing cycle. The yearly renewal date is updated to the date the change occured.
When switching from Yearly billing to Monthly billing, you must be within 30 days of the end of the current yearly subscription period. You’ll then have the option to switch via the Team Management page and your next renewal will be charged the monthly rate.
Canceling a Team Purchase (Admin)
Traditional licenses are eligible for a refund within 30 days of the purchase. Please follow the refund instructions on our refund policy page.
Subscriptions can be canceled at anytime from the Team Management page.
When cancelling a subscription, you’ll maintain access to the subscription for the remaining paid period. Once the paid period ends, the subscription will not renew and access to the app features are revoked. Subscriptions are not eligible for refunds.
Navigate to the Managed Teams area of the Admin’s online Omni Account managment page.
Click Mange Team under the team subscription you’d like to cancel.
Click the Cancel Subscription button.
Do team subscriptions include a trial?
No. If you would like to trial an application before purchasing a team subscription (or license), please take advantage of an individual trial for the app. Learn more about trialing Omni apps here.
How many people can make up a “team”?
Teams can be as small as one person, and there is no maximum limit for team size. A team seat is required for each team member who will need access to the application’s features on their own machine. Team seats are not automatically assigned when purchased––you’ll need to manually assign the seat(s), even if it is for the Admin Omni Account used to purchase.
I have a license key from a previous purchase or from a reseller. Can this be used as a team license?
Our electronic keys can be registered to an Omni Account, but currently cannot be registered directly as a team license. If you’d like to add a license key to your company’s team license pool:
Register the license to an Admin Omni Account.
Email firstname.lastname@example.org and request to convert the registered license key to a team seat.
Once converted, the seat can be assigned to the end user using from the Admin Omni Account Team Management page.