Create a Team
To create a team:-
Go to the account menu, and click + Create Team.

- Enter a team name
- Select a workspace to invite all team members to
This will convert your Personal account to a Team account. The Team account will inherit your existing billing and subscription.
Why a shared workspace is required
Step 3 is not optional. A team must always keep at least one workspace shared with the whole team, so everyone you add has somewhere to collaborate. Two consequences:- Adding people is blocked without one. Invitations, domain auto-join, and bulk member imports all fail until at least one workspace is shared with the team.
- You cannot un-share the last one. Removing team-wide sharing from your only shared workspace — or deleting that workspace — is rejected. Share another workspace first.
Managing team members
Owners and Admins can manage team members from the Team page in the Portal.Organization roles
Organization-level roles control account-wide permissions such as billing and user management. These are separate from workspace and project roles, which control access to specific workspaces and their contents.- Owner — Full control over billing and team membership. Every organization must have at least one owner.
- Admin — Can invite and remove team members and change roles, but cannot manage billing.
- Member — Can access the organization’s workspaces but cannot manage billing or team settings.
Organization roles do not affect workspace-level permissions. A user’s access within a specific workspace is determined by their workspace role. Removing someone from the organization does not automatically remove them from individual workspaces.
Inviting a member
- Go to the Team page.
- Click Invite member.
- Enter the user’s email address and select a role.
- The user receives an email invitation to join the organization.
Invitation lifecycle
Pending invitations are listed on the Invitations tab, which also shows how many are still awaiting a response.- Invitations expire after 7 days. To re-send, revoke the old invitation and invite the address again.
- Revoking a pending invitation stops its link working immediately.
- Roles are fixed at invitation time. To change the role an invitee will receive, revoke and re-invite at the new role.
- Revoking an already-accepted invitation is only a records cleanup — it does not undo the membership it created. Remove the member instead.
Changing a member’s role
- Go to the Team page.
- Find the member and select a new role from the dropdown.
Removing a member
- Go to the Team page.
- Find the member and click Remove.
Members synced from your identity provider
If your organization uses SCIM provisioning, members created by your identity provider are marked Synced on the Team page and cannot be edited or removed there — their membership and role come from your IdP. Change them in your IdP, or turn SCIM provisioning off to manage them in the Portal again.Personal vs. Team accounts
If you belong to a Team, you can switch between your Personal account and any Team you’re part of using the account menu in the top-right corner. Your selection determines which workspaces appear in the workspace selector:- Personal or Team workspaces — When you select your Personal account, you see your personal workspaces. When you select a Team, you see workspaces that were shared with that Team.
- Shared with me — Workspaces that have been shared directly with your account always appear here, no matter which account or Team you have selected.
Next steps
Verify your domains
Let colleagues join automatically, and unlock SSO and SCIM.
Set up SAML SSO
Let your team sign in through your identity provider.
SCIM provisioning
Let your IdP create, update, and deactivate members.