Team & members

• 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 an email byFew readers

• Invite team members

  When it comes to Cooby Teams, we believe that the more members, the better! Follow the steps below to invite team members to your Cooby: Go to your member page Click on Invite members Input the team member's email address or search for a member within your Google Workspace or HubSpot. ![](https://storage.crisp.chat/users/helpFew readers

• Resend the invitation

  The invitation email will expire after 14 days, and the member is unable to join your teams with this link. If an invitation you sent has expired or was lost, you can resend it. You can also revoke an invitation to prevent an invited member from accepting it. Resend the invitation Go to your member page. Locate the member to whom you want to resend the invitation. Click the "3 dots" to access more actions. Select **ResenFew readers

• Revoke the invitation

  For certain reasons, you may need to revoke an invitation sent to a member. When you revoke an invitation, the invited member will be deactivated. Revoke the invitation Go to your member page. Locate the member to whom you want to remove the invitation. Click the 3 dots to access more actions. Select Remove. Learn how to [change the member's permission.](https://help.cooby.co/en/article/change-the-member-permissiFew 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

• Remove team member

  Cooby workspace admins can remove members' accounts. When a member's account is removed, they will not receive a notification. Their contacts and settings, including tabs, templates, etc., will be deleted along with the account. Only information that has been synced to their related CRM will be retained. Revoke team member Go to your member page. Locate the member to whom you want to remove. Click the "3 dots" to access more actionsFew readers

• Blocking Contacts in Your Workspace

  Blocked Contacts lets you keep specific WhatsApp contacts out of your Cooby workspace. When you block a contact, their 1:1 chats are removed from the workspace and no team member can sync them. This is useful for personal contacts, spam numbers, or any conversation that shouldn't be shared with your team or CRM. Blocking a Contact Go to Workspace Settings and select Blocked Contacts under WhatsApp. Click + Block a contact in thFew 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

• Pay for my subscription in USD using locally issued debit/credit cards

  You can use locally issued debit/credit cards to pay for your subscription in USD if your payment method supports international payment. However, for certain countries like India, due to new requirements from the Reserve Bank of India (RBI), Cooby needs permission to continue automatically charging credit cards issued by Indian banks. This permission is referred to as registering an e-mandate on your card. How payments work wiSome 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 ensuFew readers