How to Create a Team and Invite Users โ€” Step-by-Step Guide

Create a Team and Invite Users

Managing your team starts with getting everyone in one place. This guide walks you through creating a team workspace, choosing your billing frequency, and inviting members, whether they already have an account or are joining for the first time. By the end, your team will be set up and ready to collaborate.



Step-by-step

  1. Click on your profile icon.
  2. Open the Context options.
  3. Select "Create Team".
  4. Fill in your team configuration and contact information.
  5. Click "Next".
  6. Adjust the number of seats to match your team size.
  7. Choose between Monthly or Yearly billing, then click "Checkout with card".
  8. Enter your card information and click "Subscribe".
  9. Once confirmed, click "Teams Home".
  10. Click "Invitations".
  11. Click "Invite".
  12. Enter the users you want to invite and assign each one a Member or Admin role.
  • ๐Ÿ’ก Tip: You can invite users who don't have an account yet โ€” they'll be prompted to create one when they receive the invitation.
  • โš ๏ธ Note: Admin users have access to admin tools and can add or remove members.
  1. (Optional) Assign users to a previously created Group.
  2. Click "Save".
  3. Click "OK" to confirm.
  4. An invitation will be sent to their email. The status will show as "Waiting for reply" until they accept.

Tips & notes

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

  • Didnโ€™t get the invite? Ask users to check Spam/Junk and verify the email address.

  • Role changes later: You can update a userโ€™s role (Member/Admin) anytime from Edit Team โ†’ Members/Invitations.

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



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