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Getting Started With Team Plans and Enterprise Plans

Learn how to set up a Team or Enterprise plan, invite your team, manage users, and understand the differences between the two plans.

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Written by Allan Guo
Updated over 3 weeks ago

How to Get Started

When you go to the Pricing section inside Willow, you’ll see an option to upgrade to a Team Plan or Enterprise Plan. Clicking that button takes you to our admin portal at teams.willowvoice.com.

Your admin account should use the same email you already use for Willow. You can also register for an admin account if you don't already use Willow. Once you’re logged in, you’ll land on your team dashboard where you can pick a plan and start setting things up.


When to Choose Team vs Enterprise

Team Plan

Best for small teams that want shared features and lower pricing. You get:

  • Shared team dictionary

  • Shared text replacements

  • Team management dashboard

  • Centralized billing

  • Lower per-user pricing

  • Minimum of 3 seats

  • Easy onboarding and user invites

Team plans help your whole team stay consistent, productive, and aligned with the same writing rules and text corrections.

Enterprise Plan

Built for companies with more privacy and security needs. You get everything in the Team Plan plus:

  • SOC 2 Type II compliance

  • HIPAA compliance

  • SSO / SAML support

  • Enforced privacy mode

  • Zero data retention

  • Blocked screen context

  • Local transcript auto-deletion

  • Advanced admin controls

  • Access to MSAs and DPAs

  • Priority enterprise support


When to Contact Sales

You can self-onboard to Enterprise if you need fewer than 50 seats. If you need 50 or more seats, or you have special privacy or security requirements, email [email protected] with:

  • Your name and role

  • Your company

  • Your estimated seat count

  • Your use case

We’ll help you with bulk discounts and any compliance needs.


What Happens if You Already Have an Individual Pro Subscription

If you upgrade to a Team or Enterprise plan, Willow automatically pauses your individual Pro subscription, so you’re not billed twice. All billing now moves to your team plan, which is cheaper by default.


Inviting Your Team

Inside the admin portal, you’ll see an Invite Team Members section. You can invite people in two ways:

1. Your team invite link

Anyone who signs up through this link joins your team immediately and gets Pro access.

You can also enable domain auto-approval, so anyone who signs up with your company’s email domain is added to your team automatically.

2. Add members manually

You can add people one by one using their email address. Only admins and owners can invite or remove team members.


Shared Team Features

Team and Enterprise plans include powerful shared writing tools:

Shared Team Dictionary

Add team-wide terms, product names, jargon, and unique phrases. Everyone benefits from the same correct spellings and recognition.

Shared Text Replacements

Create shared shortcuts for links, prompts, signatures, or templates. It keeps your team consistent and saves time on repeated content.


Admin Controls

Inside the Team Members tab, admins can:

  • Make someone an admin

  • Make someone an owner

  • Remove users

  • Update team settings

  • Change the team name

  • Approve or deny pending members

Enterprise admins get additional data and privacy controls.


Enterprise Data Controls

Available only on Enterprise:

  • Zero data retention

  • Enforced privacy mode

  • Daily auto-deletion of local transcript history

  • Blocked screen context

  • SSO / SAML setup

  • Access to SOC 2, HIPAA, MSAs, and DPAs

  • Higher-stability voice models

These tools are designed for teams working at scale with strict compliance needs.

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