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Team Management

Teams allow Pro users to collaborate with other users on templates and webhooks. Team features are exclusively available to Pro accounts - free users cannot create or manage teams.

Team Billing & Resources

Subscription Management

  • Only the team owner can manage the subscription
  • The subscription status is tied to the owner's account
  • All teams created by an owner share the same subscription status

Resource Quotas

  • API quotas and limits are based on the owner's subscription
  • Resource usage is shared across all teams owned by the same user
  • Template and webhook limits apply collectively to all teams

For example, if your Pro plan includes 10,000 API calls per month, this quota is shared across your personal team and any additional teams you create.

Team Roles

Teams support three different roles for members:

  • Owner: The creator of the team who has full administrative access and manages billing
  • Admin: Can manage team members and has full access to team resources
  • Editor: Can view and edit templates and webhooks

Creating Teams

Pro users can create new teams by clicking the "Create New Team" button in the team settings page. Each team needs:

  • A unique name
  • At least one owner (the creator)
  • An active Pro subscription

Managing Team Members

Inviting Members

Team owners and admins can invite new members by:

  1. Going to the team settings page
  2. Clicking "Invite Member"
  3. Entering the member's email address
  4. Selecting their role (Admin or Editor)

The invited user will receive an email with instructions to join the team. Note that invited members don't need a Pro subscription to join - they operate under the owner's subscription.

Changing Member Roles

Team owners and admins can change member roles by:

  1. Going to the team settings page
  2. Finding the member in the list
  3. Selecting a new role from the dropdown menu

Note: The team owner's role cannot be changed as it's tied to billing and subscription management.

Removing Members

Team owners and admins can remove members by clicking the "Remove" button next to their name in the team settings page. The team owner cannot be removed as they manage the subscription.

Team Settings

Updating Team Name

Team owners can update the team name in the team settings page.

Deleting Teams

Team owners can delete non-personal teams by:

  1. Going to the team settings page
  2. Scrolling to the "Danger Zone" section
  3. Clicking "Delete Team"
  4. Confirming with their current password

Note: Personal teams cannot be deleted.

Pro Plan Requirements

Teams are a Pro-only feature. You must have an active Pro subscription to:

  • Create teams
  • Manage team settings
  • Invite team members
  • Update team members
  • Delete teams

If a Pro subscription expires:

  • Team management features become inaccessible
  • Existing team members can still view resources
  • No new members can be added
  • No team settings can be modified

Switching Teams

Users who belong to multiple teams can switch between them using the team switcher in the navigation menu. This allows you to easily manage resources across different teams.

Best Practices

  1. Resource Management:

    • Monitor shared API usage across teams
    • Review template and webhook usage regularly
    • Plan resource allocation across teams
  2. Role Assignment:

    • Assign Admin roles sparingly
    • Use Editor role for most team members
    • Review team permissions regularly
  3. Team Organization:

    • Use descriptive team names
    • Remove inactive members promptly
    • Keep team sizes manageable
  4. Security:

    • Regularly audit team members
    • Revoke access for departed team members
    • Use secure passwords for team management