Team Management
Collaborate on templates and share API resources with your team.
Overview
Every account comes with a personal team, created with the account. A team holds templates, members, webhooks and API keys. The plan belongs to the account of the team's owner: all the teams of one account share its plan, its monthly PDF quota and its prepaid credits.
On the Pro plan, you can create more teams, for example one per client, from Settings → Team or the team menu. You can delete a team you own, except your last one: its templates and their versions, webhooks, generation history and API keys are deleted with it, and its members are removed and told by email. This cannot be undone.
Requirements
Inviting members requires the Pro plan on the team. Invited members do not need their own subscription: while they work in your team, they use its plan.
Roles
Each team member has one of three roles:
| Role | Permissions |
|---|---|
| Owner | Everything, including renaming the team and managing the subscription and billing. |
| Admin | Invites people, revokes pending invitations, removes members and switches members between Admin and Member. Deletes templates and manages webhooks. Cannot change or remove the owner. Can leave the team. |
| Member | Uses and edits the team's templates, and sees its API tokens. Cannot delete templates, manage webhooks, members or team settings. Can leave the team at any time. |
Inviting members
- Go to Settings → Team
- Enter the email address and choose a role (Admin or Member)
- Click Invite
- The invited person receives an email with a link to join. The link is also shown so you can share it yourself; it works for 14 days, and only for the invited address
Pending invitations are listed under the form and can be revoked before they are accepted.
Managing members
The owner and admins manage members from Settings → Team:
- Change roles: switch a member between Admin and Member
- Remove members: remove a member from the team
Switching teams
If you belong to several teams (your own and the ones you were invited to), switch between them with the team selector in the user menu, at the top right. The dashboard and the templates follow your current team.
API tokens belong to the team, not to the person who created them. Only the owner and the admins create and delete them; every member sees the list. Switching teams in the app does not move a token, and a token keeps working when the person who created it leaves the team: an integration does not break because someone left. It is deleted with the team. When an admin leaves, create new tokens and delete the ones they saw.
Shared resources
All team members share access to the team's resources:
- Templates: team templates are available to all members
- Webhooks: team webhooks trigger for the team's templates
- API quota: all team members share the team's monthly PDF quota and prepaid credits
- Rate limit: the 60 requests per minute are shared by all the team's tokens
Templates belong to the team, not to whoever created them: a member who leaves or is removed loses access to them, and they stay in the team. To reuse a template in another team you belong to, use Copy to <team> in the template menu. The copy gets a new ID and starts as an unpublished draft, without the version history or the webhooks of the original.
Billing
Only the team owner manages the subscription, which covers all the teams they own. If the owner leaves the Pro plan, their teams keep their members, but the members become read-only: they can open the templates, not edit them or generate PDFs, until the owner is on Pro again. The owner is told by email. An account whose teams still have members cannot be deleted: remove the members or delete those teams first.