Team

Team Management

Purchase seats, invite team members, and control access to your organization's workspace.

Purchasing Seats

Before you can invite team members, you need to purchase seats for the plan you want to assign them. Each seat corresponds to one team member on a specific plan (Essential, Professional, or Ultimate). Go to Team in the sidebar, select a plan, and complete the checkout to add seats to your organization.

Inviting Members

1

Go to Team in the sidebar and click 'Invite Member'.

2

Enter the team member's email address.

3

Select a plan that has available seats — the invite dialog shows how many seats are used and available for each plan.

4

If no seats are available for the plan you want, click 'Buy Seats' to purchase more before proceeding.

5

Send the invitation — the member will receive an email with a link to sign up and join your organization.

Managing Your Team

From Team, you can edit a member's name, role, or plan assignment. Use the actions menu on each member to resend or cancel pending invitations, revoke access for members who should no longer use the platform, or restore previously revoked members. The member table supports search and pagination for larger teams.

Pro Tips
  • Invites expire after 7 days — resend if the member has not signed up in time.
  • Revoking a member frees up their seat, which can then be assigned to someone else.
  • At least one Admin must remain in the organization at all times.

Roles

Admins have full access including Team, Billing, Asset Management, organization settings, and all management features. Members can use Chat, Knowledge Base, Settings, and Help & Support.

Only Admins can purchase seats, invite members, manage team access, and view billing. The Team and Billing entries in the sidebar are only visible to Admins.

Need more help?

Our support team is ready to assist you with any questions.