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Team

Invite teammates and manage their access

Members

Members work on the clients you assign — billing and connections stay with you.

MemberClientsData sourcesDashboardsClaudeSearch AutopilotStatus
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Invite a teammate

They'll get an email invite. You can change their access anytime from the table.

⚠️

Remove this member?

They immediately lose access to your workspace, including any Claude connection to it. You can re-invite them later.

✦

Enable Claude for this member?

Claude connects to your whole workspace, so it can only be switched on with full access. Turning it on will also set this member to All clients and All data sources.

Team plan

Invite your team with the Team plan

Team includes up to 5 teammates (Agency is unlimited), each scoped to all clients or just the ones they manage.

Upgrade to Team — $79/mo