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How the Seat Allocator works

Administrators only

What the Seat Allocator is for

Section titled “What the Seat Allocator is for”

Larger organizations can run several linked workspaces under one billing parent that shares a single seat pool. The Seat Allocator in Settings > Billing is where you split that shared pool of full and light seats across the linked workspaces. This page is for administrators of organizations that belong to a billing parent. If your account isn’t set up this way, you won’t see the Seat Allocator.

To set up a multi-entity contract, talk to our team ↗.

Who can view and who can change

Section titled “Who can view and who can change”

Every admin of a linked organization can open the Seat Allocator and see how seats are split. Only a designated billing parent administrator can change the allocations. If you’re an admin without that role, you’ll see a read-only view with a note: “You’re viewing in read-only mode. Only billing parent administrators can change seat allocations.”

What you’ll see

Section titled “What you’ll see”

The Seat Allocator has a header and three tabs:

  • Header - your shared pool of full and light seats, how many are allocated versus committed, your current term dates, and whether each entity is invoiced on its own or together.
  • Allocations - redistribute full and light seats across the linked organizations.
  • History - an audit trail of past allocation changes.
  • Administrators - the people who can change allocations.

Allocate seats across your workspaces

Section titled “Allocate seats across your workspaces”

Billing parent administrators move seats between linked organizations within the committed pool:

  1. Open Settings > Billing > Seat Allocator.
  2. Go to the Allocations tab.
  3. Set the full and light seats for each linked organization.
  4. Save your changes.

Two limits keep allocations valid. You can’t allocate fewer seats to an organization than it currently has active, because those people are already working. And the total you allocate can’t go above the committed pool. To grow the pool itself, buy more seats.

Section titled “Add an administrator or link a new organization”

Some changes are handled by Tallyfy Support to keep your billing accurate:

  • Add an administrator - on the Administrators tab, use Add administrator. This opens a pre-filled email to Tallyfy Support, who completes the change. A billing parent administrator can also revoke another administrator’s access, but not the last remaining one.
  • Request a new organization - use Request new organization to open a pre-filled support email. Tallyfy Support links the new workspace to your billing parent.
Section titled “Related articles”

Settings > Billing

Tallyfy bills per seat through Recurly. You commit to full and light seats, pre-pay for your…
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