Team & members

• Invite and manage team members

  Invite your teammates to your Cooby workspace so you can work on your team's WhatsApp conversations together. This guide also covers how to resend or revoke an invitation, edit a member's display name, and remove a member. Works with: ✅ Chrome Extension ✅ Cloud Sync ✅ WhatsApp Business API Invite a team member Go to your member page Click on Invite members ![Invite members button on the Members page](https://storage.crisp.chat/users/Few readers

• Workspace

  Cooby Workspace is the control area for you to invite members, manage subscriptions and configure integrations. Members in the same Workspace will share access to the same features and billing plan. I just signed up, how do I join my colleague's Workspace? Integration Center Cooby offers 2 native CRM Integrations: HubSpot and Salesforce. If you use a different CRM, you can utilize Cooby's Zapier Integration or CustoSome readers

• Join another Workspace

  When you sign up as a new user, a Cooby Workspace will be created just for you. Learn more about Workspace If your colleague has already created a Workspace and you would like to join that Workspace, please follow these steps: Have your colleague who is the admin invite your desired email. Learn how admins can invite members You should receive anFew readers

• Change the member permission

  Easily change other team members' permissions with just one click. Only Cooby workspace admins can edit the permissions of the entire team. The permission settings only affect joined users; you cannot edit invitee's permissions until they have joined. Change the permission Go to your member page. Locate the member to whom you want to change the permission. Click the dropdown in the member's role section to change permissFew readers

• Blocking Contacts in Your Workspace

  By default, Cooby syncs your WhatsApp chats with every linked contact to your CRM. If you also chat with friends, family, or other personal contacts on the same WhatsApp number, you can block them so their chats are never synced. You can also block spam numbers or any chat that shouldn't be shared with your team. Block a contact Go to Settings and open Blocked Contacts. ![Blocked Contacts in Cooby settings](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318Few readers

Plans & subscription

• Upgrade subscription plan

  Who can use this feature? Workspace admin only Cooby Starter monthly/ yearly, and Cooby Growth monthly plans Workspace admin can upgrade the plan from the Plans & billing. Upgrade your Cooby Plan By default, any member can buy a free workspace to a paid plan or expired trial period, but only the workspace admin can ask to upgrade. Go to Plans & billing To select a plan, clicSome readers

• Downgrade subscription plan

  Currently, Cooby does not allow users to downgrade subscriptions on your own due to the potential risks associated with technical operation errors. To safeguard your rights, please read the Subscriptions section of our terms and conditions before proceeding with a cancellation request. Learn how to upgrade the plan [Learn how to cancel the subscription](https://cooby.crisp.helSome readers

• Exceed seat limitations

  After subscribing to a Cooby plan, there is a seat limitation in your subscription. If you wish to invite more members, you will need to increase the seat limit by making an additional payment. We don't set any user limitations during your trial period. A pop-up appears when you attempt to invite more members to join your Cooby Team. You can select seats, the seat number already includes those joined members. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/Few readers

• Cancel my subscription

  You can start your cancellation from your Cooby workspace. Depending on your subscription, you can proceed in the workspace or contact our account team for assistance. How to cancel Sign in to your Cooby workspace. Under Settings, select Plans & billing. In Your current plan, click Cancel subscription. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/cancellatiPopular

• The timing for making the payment

  For every new user who signs up for Cooby, we offer a 7-day Growth plan trial period. During this trial, you won't need to provide your credit card information and can freely access all Cooby features, including HubSpot Integration. After the trial period ends, you will be prompted to subscribe through the Cooby upgrade pop-up. You can choose the plan that best suits your needs and complete your payment by entering your card details. During this time, you won't have access to any Cooby featureFew readers

Payments & invoices

• Updating your billing information

  If you need to change your card, billing account name, billing address, or apply your tax ID for any reason, you can enter your new details from the Cooby. For adding additional billing recipients to your account to ensure they also receive billing-related emails, kindly contact Cooby Support. Changing your billing information Click Manage subscription at the upper right corner in Plans & billing page Or simply click [this link](httFew readers

• Apply Tax ID on subscription

  Cooby reserves the right to assess applicable taxes as required by local law. Depending on location, customers may be charged transaction taxes when purchasing the different plan. Applying a Tax ID to your subscription is an important step to ensure compliance and accuracy in your financial transactions. Head to Plans & billing Click Manage subscription to access the billing portal. Click Update information Go to the Tax IDSome readers

• Apply discount coupon

  If you received a discount code for any reason, you can apply it to your new subscription. How to apply If you're not using Cooby yet, you'll need to create a new Cooby account and apply the code you received to your new subscription on your customer portal. If you're already using Cooby with a paid plan, kindly reach out to Cooby Support, submit your request, and wait for the nextSome readers

• Download invoices and receipts

  Each time your card is charged, you will receive an email from Stripe, our payment processor, detailing the charges for your last billing period. If you wish to review the payment details, you can download the invoice and receipt. Only admin role can view invoices and receipt Head to Plans & billing Click Manage subscription to go to billing portal Scroll down to invoice history Head to the billing period you would like to dSome readers

• Payment methods

  The fastest way to pay for Cooby's Starter or Growth plan is with a credit card or any quick payment method with just one click. If you are a Cooby Custom plan user, you may be eligible to pay by invoice. Read on for more details, and feel free to contact Cooby Support if you have any additional questions. For monthly or annual billing, you can use a credit card to pay for Cooby via Stripe. Credit card details can be managed from the manage subscription by the workspace admin. [Learn more abouFew readers

Account settings

• Manage language preferences

  You can display Cooby in several languages. If your preferred language isn't yet supported, feel free to contact Cooby Support to submit a request. Supported languages: Bahasa (Indonesia) English (U.S. or U.K.) Portuguese (Brazil) Spanish (Latin America or Spain) Cooby currently does not support right-to-left languages. We hope to include better support for these languages in the future. Change your language preference Cooby's default language is English, but you can changFew readers

• Reset password

  Did you forget your password? Read on for steps to sign back in to Cooby. You'll need access to the email inbox associated with your Cooby account to reset or add a password. If you don't have access, you will not be able to reset the password. Reset your password Visit log in page. Click forgot password?. Enter your email address and click Send. Check your inbox for a Cooby email: Forgot your password? Click Reset password andSome readers

• Change account email

  Sorry, but the Cooby system is linked to your account email and requires email verification. As a result, you cannot change your email address once you have signed up. If you wish to use a different email to manage your WhatsApp with Cooby, you will need to sign up for a new Cooby account and reset all basic settings, including tab settings, templates, notes, etc. Learn how to reset your password [Learn how to update billing informaSome readers

• Delete account data

  Ready to leave for good? You can delete your account data at any time. What to expect? Messages and files you've stored in Cooby will be permanently gone. However, all chats you've synced on HubSpot or other CRM tools won't be deleted. If your company allows it, you can delete messages and files before deactivating your account. If you're an admin of the workspace, your delete request will affect all members. Before you submit the account deletion request to Cooby Support, please ensuSome readers