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Office-X brings your people, payroll, clients, and daily operations together in one secure workspace.

Employee Management
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Holiday Calendar Company-wide holidays
Email Templates & SMTP Branded emails & delivery
Employee Management
Onboarding & Performance Attendance & OT Time off / Leave Internal Support Payroll Work Shifts Schedule
Business Management
CRM Estimate & Agreements Web & AI Phone Bookings Activity Log Permissions & Approval Flow Task Management Asset & Incident Tracking Bill, Travel & Purchase Holiday Calendar Email Templates & SMTP
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  • Employees Module
  • Assign/Unassign Seat

Assign/Unassign Seat

The Assign/Unassign Seat action is available from the Action Menu of the Employee Table under the Employees route. It lets admins and permitted users manage which employees currently have a license/seat — and with it, the ability to log in and use Office-X.

Who Can Use This Feature #

Subscriber Admin can always assign or unassign any employee’s seat, without needing any specific permission. Employees can assign or unassign seats only if they hold the permission below.

Permission Behavior

This is controlled from: Admin → Permission → Employee → Assign/Unassign Seats (For All)

  • Assign/Unassign Seats (For All)
    Required action: Create
    Lets you assign a seat to an unlicensed employee, or unassign one from a licensed employee. This one permission covers both directions — there’s no separate permission for assigning versus unassigning.

Without this permission (and without being the Subscriber Admin), the Assign Seat / Unassign Seat option doesn’t appear in the employee’s Action Menu. This permission can be assigned directly to an employee, or to an entire team at once. See the Permissions Management guide for how to assign permissions.

Overview #

Seats are what let an employee log in and use Office-X. When an employee leaves the organization or no longer needs access, you can unassign their seat instead of deleting their record their profile, history, and data all stay exactly as they were, and the seat becomes available to assign to someone else.

This is a direct action from the row’s Action Menu clicking Assign Seat or Unassign Seat takes effect right away.

How Many Seats You Have

The number of seats you can assign is tied to your subscription plan. You can see how many you’re using two places:

  • The Employee Seats card on your Dashboard, showing “X of Y used” with a progress bar and a link to manage your seats.
  • The Business → Billing & Payment page, which also shows how many seats are available and warns you if you try to reduce your plan below what you’re currently using.

Both of these update immediately as you assign or unassign seats.

Good to know: your own Subscriber Admin account counts as one of those seats too. So if your plan includes 10 seats, you can only assign 9 to employees, the 10th is always reserved for you.

Assigning a Seat #

Click Assign Seat on an unlicensed employee’s row. If a seat is available, it’s assigned immediately — you’ll see “License assigned successfully.”

If you’ve run out of seats, you’ll see an error instead, telling you exactly how many licenses your plan allows (for example, “License limit reached. You can only assign 9 licenses.”). You’d need to free up a seat elsewhere (by unassigning someone else’s) or upgrade your plan first.

Good to know: assigning a seat doesn’t send the employee a new welcome email or new credentials, they already received their login details when their profile was first created (see Adding a New Employee). Assigning a seat simply unlocks the login they already have.

Once assigned, the employee’s row immediately gains access to the actions that require a seat — Edit, Reset Password, Work Hours, and Payroll Config all become available in their Action Menu.

Unassigning a Seat #

Click Unassign Seat on a licensed employee’s row. You’ll see “License unassigned successfully,” and that seat is freed up immediately for reassignment to someone else. The employee’s row also loses access to Edit, Reset Password, Work Hours, and Payroll Config right away, since those all require a seat.

Good to know: a seat is really what decides whether someone is allowed to use Office-X at all — so unassigning it doesn’t just stop them from logging in next time, it cuts off access almost immediately, even if they’re already logged in.

Unassigning a seat does not delete or hide the employee. Their profile and all existing data remain available in the Employees list. However, without a seat, they simply can’t use Office-X at all until a seat is assigned again — not just logging in, nothing they try to do in the app will go through. You can assign them a seat back at any time.

Summary #

Assign/Unassign Seat gives the Subscriber Admin, or anyone holding Assign/Unassign Seats (For All), direct control over who currently has login access, without deleting anyone’s data. Seats are capped by your subscription plan and can never be over-assigned. A seat is really what decides whether someone can use Office-X at all, so unassigning one frees it up immediately and also cuts off an already-open session almost as fast — the employee doesn’t need to log out or navigate anywhere first.

Updated on August 18, 2026
Change StatusOpening Balance
Table of Contents
  • Who Can Use This Feature
  • Overview
  • Assigning a Seat
  • Unassigning a Seat
  • Summary

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