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Teams let multiple users share investigations, projects, and credits policies in one workspace.

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Creating a team

1

Open Team settings

Go to Settings and open the Team section.
2

Create the team

Click Create team and give it a name.
3

Invite members

Enter the email addresses of the people you want to add and choose a role. Invitations are sent by email.
Team creation is available on Pro and Advanced plans.

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Roles

RolePermissions
OwnerFull team control: settings, role changes, deletion, member management
AdminCan invite and remove members (with owner-only restrictions)
EditorOperational contributor role for team workflows
ViewerRestricted role (cannot create team projects)

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Invitations and joining

Invitations are role-based and time-limited.
  • Invitees join through an invitation code flow.
  • Invitation must match the invitee account email.
  • A user cannot join if already in another team.

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Credit management in a team

Credits in a team context follow a priority order based on settings configured by the owner:
  1. Team credit bank - if enabled and has at least 1 credit, searches deduct from it first.
  2. Owner credits - if the bank is empty or disabled and the “use owner credits” option is on, searches deduct from the owner’s balance.
  3. Member credits - if neither applies, each member’s searches deduct from their own balance.
The owner configures this in the team settings panel.

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Real-time collaboration

Team members can collaborate on shared result contexts and team projects. In shared result views, collaboration state/presence is synchronized (for example, collaborator presence and shared workspace context).

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Managing the team

Owner/Admin can:
  • Remove a member
  • Invite members
Owner-only actions include:
  • Change member roles
  • Update team settings (including credit policy)
  • Delete/dissolve the team
Dissolving a team permanently removes access to all team projects for all members. Solo projects belonging to individual members are not affected.