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Team and seats

Invite teammates, assign roles, and manage seats and access from the billing portal.

Manage your team from the billing portal: open the user menu and choose Team. Admins can invite, change roles, and remove members; everyone else can look but not change anything.

Invite a teammate

On the Team page, enter the teammate's email and choose a role (member by default). They receive an invitation by email; accepting it takes them straight into your organization, skipping setup and payment. Their seat is added to your subscription automatically, or a vacant seat is reassigned to them at no extra cost.

Until they accept, the invitation sits in a pending list next to your members. If the email doesn't arrive, copy the invitation link from the pending list and send it to them yourself; you can also revoke a pending invitation from the same place.

Members table

Each row shows the member, their role, and their last sign-in. A seat counter shows how many seats are filled against how many you pay for, so you can tell whether the next invite fills a vacant seat or adds a new one.

Seats nobody holds are listed below the members, under Available seats, with the credit left on each one.

Roles

RoleWhat it grants
AdminEverything members have, plus team and billing management, the team-wide usage view, Portfolio, firm context, and workspace settings
MemberWorking in deals: sessions, files, and everything inside a deal

The person who creates the organization becomes an admin automatically. Admins change any member's role from the members table.

Remove a member

Removing a member revokes their access immediately. The paid seat isn't refunded: it stays on your subscription until the end of the billing period, so you can reassign it to a new member at no extra cost. At renewal, the seat count reconciles to your active members.

Learn more

  • Billing: how seats, credits, and proration interact.

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