How to upgrade your plan?
If you've reached the maximum team size, you can upgrade your plan to invite more sell side users.
To upgrade your plan, use the steps below.
Login to your Vault, and navigate to the Sell side.
1. In the top right corner of your screen, click on Upgrade plan.
2. Select your new team plan. In the example screen below, the plan changes from a Small Team to a Medium Team.
3. Click on OK. Your plan is upgraded, and you're ready to invite more users.