Team Workspace

Shared analyses, members and roles, library, reports, analytics, activity, and seats.

Last updated 2026-07-01

What it is

A Team Workspace lets a group collaborate on shared analyses, reports, and intelligence in one place. Available on the Team plan and above; creating a workspace upgrades you to Team.

The tabs

TabWhat you do there
OverviewWorkspace stats and a snapshot of activity.
MembersInvite members by email or create accounts for them, assign roles, tools and budgets, and manage seats.
LibraryBrowse analyses shared with the workspace.
ReportsWorkspace-scoped reports.
AnalyticsUsage: analyses, reports, members, trends.
ActivityA timeline of workspace events.
SettingsRename or archive the workspace (owner).

Members & seats

Owners and admins add members in one of two ways. Invite by email sends an invitation link; the person signs in with their own account (email verified) and accepts, then you set their tools and budget from Edit. Create account for them provisions the member immediately with a role, a tool allowlist, a token budget, and a temporary password you pass on yourself (they can change it after first sign-in). Roles range from owner to viewer (see Roles & permissions). The base plan includes 10 seats — buy more at $4/mo each when you need them.