How to Create a Team & Invite Users on Chartnote

Creating a Team and Inviting Users

This guide provides step-by-step instructions on how to create a team and invite users using Chartnote. It explains how to set up a team, add seats, purchase a team subscription, and invite users. It also highlights the importance of having an active subscription and the ability to grant administrative privileges to team members. If you want to efficiently manage and collaborate with a team using Chartnote, this guide is a must-read.

Step-by-step

  1. Open your Context.

  2. Click “Create Team.”

  3. Complete Team Configuration & Contact Info
    Enter your team name, organization details, and primary contact information.

  4. Click “Next.”

  5. Choose the number of seats
    Adjust seats to match how many members you plan to invite.

  6. Click “Checkout with card.”

  7. Enter payment details & subscribe
    Add your card information and click “Subscribe.”

    Your Team is now active.
    Now, to invite users:

  8. Switch to your Team context
    Make sure you’re viewing the Team you just created (not your Personal workspace).

  9. Click the Team name
    Click the Team name/header to access options.

  10. Click “Edit Team.”

  11. Open Invitations
    Click “Invitations.”

  12. Click “Invite.”

  13. Add invitees & set roles
    Enter the users you want to invite and assign each as Member or Admin (admins can manage billing, seats, and users).

  14. Click “Save” to send invites
    Invites are emailed to your users so they can join your Team.

Tips & notes

  • Not enough seats? Increase seats from Billing/Subscription before sending more invites.

  • Didn’t get the invite? Ask users to check Spam/Junk and verify the email address.

  • Role changes later: You can update a user’s role (Member/Admin) anytime from Edit Team → Members/Invitations.

  • Security best practice: Limit Admin to those who need billing and user-management access.



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