Managing Seat Assignments

When you revoke a seat:

• The client's account reverts to their previous consumer tier (typically Starter)
• The connection remains — they stay in your client list as a connected client
• Their data is preserved, but premium features become locked on their end
• The seat becomes available for another client

Seat Expiration

You can configure seats to auto-expire after a set period (1-24 months) in Settings → Seat Defaults. When a seat expires:

1. The client enters a 7-day grace period with read-only access
2. After the grace period, their account reverts to Starter
3. The connection remains intact
4. You can re-seat them at any time

Overflow Seats

When all your included seats are assigned, the next seat assignment creates an overflow seat billed at $5/month. Overflow seats appear in your billing as a separate line item. To reduce overflow costs, revoke seats from less active clients or upgrade your plan tier for more included seats.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.