Create your team
- Open Team settings.
- Create a team workspace.
- Confirm your team display name.
Invite members
- Send invitations by email.
- Assign role and access level.
- Review pending invites regularly.
Permission model
- Owner: full control of billing, members, and settings.
- Admin: operational team management.
- Member: investigation and project access based on permissions.
Team best practices
- Define naming standards for projects.
- Review member access every month.
- Use project status to maintain investigation handoffs.