Agency and Pro plans include team seats so you can collaborate with colleagues or give clients access to your project data.
Inviting a team member
Go to Project Settings, open the Team tab, and enter your teammate's email address. They will receive an invite email. Once accepted, they will have access to the project under your seat allocation.
Seat allocation
Each plan includes a base number of seats. You can purchase additional seats from your billing settings if you need to add more teammates. Seat counts are per account, not per project.
Access levels
All team members currently get full read and write access to the projects they are invited to. The account owner retains exclusive access to billing, plan management, and seat configuration.
Removing a team member
Open the Team tab in Project Settings and remove the member. Their access is revoked immediately. Any documents or tasks they created remain in the project.
Before inviting someone
Decide who needs ongoing access to the workspace. A team seat is intended for collaboration, not simply for sending someone a report. Members can edit shared project work, so only invite people you trust to make changes. If a client or stakeholder only needs to read results, consider a read-only report link instead of granting a team seat.
Use the teammate's own business email address. They should accept the invitation and sign in with that address rather than using the owner's login. Keeping separate accounts avoids sharing passwords and makes it easier to remove one person's access without disrupting the rest of the team.
Checking an invitation
An invitation and an accepted membership are different states. Sending the email does not mean the recipient has completed acceptance. Ask your teammate to open the invitation and finish the sign-in or account-creation steps before checking for the shared project.
If the email does not arrive, check the spelling of the address and ask the recipient to inspect their spam or junk folder. If the project is still missing after acceptance, confirm that they signed in with the invited address. The owner can check membership in the Team tab before contacting support. Do not send your password or an invitation link to someone other than its intended recipient.
Working together on content
Agree on who is responsible for reviewing drafts, maintaining project settings, and approving publication. A saved draft is not necessarily an approved final version. Review the content and source evidence before publishing, even if another team member generated or edited it. Coordinate changes when two people are working on the same document.
Team access does not transfer account ownership. The owner remains responsible for the subscription, billing, and membership decisions. Adding a member is not a separate subscription for that person: check the account's seat allocation and billing settings when deciding whether more capacity is needed.
When someone leaves the team
Remove their membership when they no longer need access. Removing a member revokes access but does not erase project history or work they contributed. Review any outstanding drafts or tasks they were handling and assign responsibility for them to someone who still has access.