Managing the team

In short

• Add someone to the team in about thirty seconds
• Go to the team page and enter their email (Inviting someone)
• Choose their role as you invite. FULL can generate and spend, VIEWER can see the work but not spend (The two roles)
• Full is the default, because the usual reason to invite someone is to have them working
• Change anyone’s role later, either direction, at any time (Changing a role later)
• A viewer still holds a seat. To free one, remove the member rather than downgrading them
• At your plan’s cap the invite is refused and tells you what to do: remove someone, or move up a plan (Seats and the cap)
• Only the owner can do any of this, so nobody else changes a seat the owner is paying for

Inviting someone

You invite by email address, and you choose the seat’s role at that moment rather than afterwards. Full is the default, because the owner is paying for the seat and the usual reason to invite someone is that you want them working.

The two roles

Full can generate. Viewer can see the team’s work but cannot spend on it. A viewer who tries to generate is told so directly, and told that the owner is the person who can change it. The refusal names the constraint rather than sending them to a billing page that is not their problem.

A viewer holds a seat. This is the part that surprises people: moving someone from full to viewer does not free a seat, because the cap counts people on the team, not people who can spend. If you need the seat back, remove them.

Changing a role later

The owner can move any member between full and viewer at any time. Two things do not change: the seat itself, and the owner’s own role. An owner cannot demote themselves, since a team with nobody able to administer it is not a state worth being able to reach.

Seats and the cap

The seat count includes the owner, and the cap comes from the plan. See your plan for the number. When a team is at its cap the invite is refused, and the message says how many seats are open and what to do: remove a member, or move up a plan.

When the owner’s subscription lapses

Full members are refused with a message that names the team and says the owner is who can fix it. Nobody is left guessing whose billing problem it is, and nothing is deleted: the work is still there when the subscription resumes.

What to read next

• How do Teams work? — the shape of a team and what it is for.
• Reviewing usage — seeing what the team spent, and per member.