Team Management

Working with Teams

Team plans allow you to collaborate with colleagues, sharing AI advisory resources and deliverables.

Inviting Team Members

1. Go to Settings → Team
2. Click "Invite Member"
3. Enter their email address
4. Select their role
5. Send the invitation

Team Roles

• Owner - Full access including billing and team management
• Admin - Can manage team members and access all features
• Member - Can use AI agents and create engagements
• Viewer - Read-only access to shared content

Shared Resources

Team members can share:

• Engagements and deliverables
• Custom templates and workflows
• Saved analyses and reports