Manage a Team

Use Team Management to maintain seats, member credits, and project visibility, or copy a personal project into the team workspace.

What you can do

Review, purchase, assign, and renew team seats.
Invite or remove members.
Review team credits and allocate them to members.
Make a team project visible to everyone or selected members.
Copy a personal project you own into the team workspace.
Review team orders and invoices.

Open Team Management

Open the account menu in the upper-right corner and select Team Management. If you have joined a team but are currently in your personal workspace, switch to the team workspace first.

The page shows team information, seat details, member credit management, and project permissions. Personal and team workspaces have different projects and benefits, so confirm the current workspace before making changes.

Manage seats and members

Add a member

Find an unassigned seat under Seat Details and select Add.
Search by email address or phone number, confirm the account, and bind it to the seat. An unregistered account can be bound in advance and joins after registration.
Return to Seat Details and confirm that the seat is assigned to the intended member.

If no seat is available, an administrator can select Purchase Seats. Regular members must ask an administrator.

Renew seats

When seats approach expiration, select Renewal Management and renew all seats together or only selected seats. The payment page shows the final amount.

Remove a member

Removing a member releases the assigned seat. The member loses team benefits and unused allocated credits return to the pool, but existing projects are not deleted. Confirm project handoff before continuing.

Allocate team credits

Team credits are initially held by the administrator.

Open Member Credit Management.
Review member balances, usage, and the team's allocatable balance.
Adjust a member's allocation and select Save.

Allocation transfers credits from the administrator-held pool; it does not increase the team's total. Credit Details distinguishes credits that are Available to Allocate from those Pending Distribution. Pending credits enter the pool only when the corresponding seat period begins.

Purchase more credits

If the allocatable balance is insufficient, an administrator can open Team pricing and purchase a team credit pack. After payment, return to Team Management and allocate credits to the members who need them. Purchased credits are not distributed automatically.

If a member reports insufficient credits, check their allocation, the team's allocatable balance, and expiration dates. If the seat has expired, renew it first; adding credits alone does not restore the seat.

Set project visibility

Find the project under Project Permissions.
Select Custom Scope.
Choose Visible to Everyone or Visible to Selected Members, then save.

With selected visibility, only authorized members can see the project; access required by the project owner and administrators remains. If a project card in the team workspace has a Permissions action, its More menu opens the same setting.

Copy a personal project to the team

Switch to your personal workspace from the account menu.
Find a project you created and open its More menu.
Select Copy to Team.
Switch back to the team workspace, find the new project, and set its visibility.

This creates a new team project and keeps the original personal project; it is not a direct move. If the action is missing, confirm that you own the project, have joined a team, and have a valid seat.

Tips

Confirm the member account and available team balance before assigning seats or credits.
Complete project handoff before removing a member.
After changing project visibility, verify access with the intended member account.
Current team pricing and benefits are available from Subscriptions and Credits.

Get Started with Teams: purchase a team plan and complete initial setup.
Subscriptions and Credits: understand team plans, credits, and expiration.
Groups and Sequences: organize stages and versions inside a project.