Teams and Members

Team features require a Teams plan. On other plans the Team section of the sidebar is locked.

Creating a team account

If you hold a Teams subscription but have not yet created a team account, the Dashboard, Members and Team Settings pages all show a prompt to create one. A team account has a name, a slug and a picture, and you are its primary owner.

Members

Open Members -- in the sidebar under Team.

Lists current members with their role, and pending invitations separately.

Inviting

Use Invite members. Enter one or more email addresses and assign each a role. Invitations are emailed and expire if unaccepted.

The page shows occupied seats against your seat maximum. When seats are full, the invite action is disabled until a seat is freed or added.

Seats

Teams includes 5 seats, expandable to 15. Additional seats are billed per seat at 750 USD per month or 7,500 USD per year.

Roles and permissions

Roles control what a member can do inside the team account -- managing members, changing team settings, and transferring ownership. The primary owner cannot be removed and holds transfer rights.

Removing a member

Removing a member revokes their access to the team account and frees the seat. Their personal workspace items (their own pins and Radar watchlist) are unaffected. Shared lead lists remain with the team.

Team dashboard

Open Team Dashboard -- in the sidebar under Team.

An overview of team activity: usage across members, shared lead lists, and workspace activity. Use it to see whether your seats are being used and where the team is spending its credit allowance.

Team settings

Open Team Settings -- in the sidebar under Team.

• Team name and slug
• Team picture
• Ownership transfer
• Team deletion, where enabled

Changing the slug changes team URLs.

What is shared and what is not