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Working with your team

Create a team, invite colleagues, decide who sees which workspace, and how seats are billed.

On your own, your space is enough. To work with colleagues, create a team: everyone in it works in the same workspaces, on the same projects, with the same data — and every agent they connect does too.

Create a team

Teams are on the Pro plan.

  1. Open the organization menu, at the top left, and choose New team.
  2. Name it, choose monthly or yearly — yearly is two months free — and continue to payment.
  3. When the payment completes, the team is ready, with you as its owner.

Your personal space stays yours, with its Playground. Move between the two from the same menu.

Or move your own space up to Pro. If what you need is already in your personal space, there is no need for a new team: open Settings → Organization → Billing and choose Upgrade to Pro — or accept the offer when you first share or invite someone. Everything stays where it is; you can then share with clients and invite colleagues into it.

Invite your colleagues

In the team, open Settings → Organization → Members and choose Invite. Type their email addresses and pick a role:

  • Member — part of the team. Sees every workspace open to the team, plus any you tick in the invitation.
  • Admin — manages the team, its members and its billing, and has every workspace. Only an owner can make someone an admin.

They get an email, sign in or sign up, and land in the team. The person who created the team is its owner.

Clients aren't invited to the team. Share with them instead — see Sharing with clients. They appear under Guests, below the team, and don't take a seat.

Who sees which workspace

A workspace is usually one client or one engagement, and each one decides who can open it. In the workspace, open Settings → Workspace → Members. Under General access, choose one of:

  • Everyone at [team name] can edit — the default: the whole team works in it.
  • Everyone at [team name] can view — the team can read it and ask their agents about it, but not change it.
  • Invite only — only the people listed below can see it at all. Use it for confidential work.

Choose Invite to give people a role of their own here, above general access: Admin (manages the workspace and its members), Editor (works in it) or Viewer (reads it). Someone not yet on the team is invited to join it as a member, which takes a seat. Team owners and admins can always open every workspace.

The same page lists, under Guests, the clients something in this workspace is shared with.

Projects

Every project in a workspace is open to everyone who can open the workspace, with the same role. There is no separate access for one project.

  • To keep a piece of work away from part of the team, put it in its own workspace, Invite only.
  • To show one deliverable to someone outside the team, share it — see Sharing with clients. They see it and what it is built from, not the project.

Seats and billing

Pro is priced per seat — $25 a month, or $250 a year, before VAT. Each owner, admin and member is a seat: a seat is added when someone joins, and freed when they leave. On a yearly plan, a seat added is charged at once for the rest of the year. Guests you share with are free: they never take a seat.

Storage grows with the team: 10 GB for every seat, for the whole team.

Owners and admins manage the plan, the card and the invoices in Settings → Organization → Billing, with Manage billing.

What changes on the Free plan

Your personal space is on Free: it is just you, with up to five workspaces and twenty projects (the Playground counts), 500 MB of storage and thirty days of version history; each file you load can be up to 100 MB, and Word and PowerPoint downloads carry a small "Made with Aqmen" line. The brand kit, and bringing in a PowerPoint or Excel file (or a Word file over an existing doc), are Pro's. You can't invite colleagues or share with clients from it — create a team for that, from the organization menu or Settings → Organization → Billing. Older versions aren't deleted: they come back when you upgrade.