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Team Management

A workspace keeps research requests, chats, projects, records, data, and settings together. Members can collaborate in the same workspace, while teams provide smaller groups for focused work.

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Invite Workspace Members

Open Settings → Members to invite people by email or copy a shareable invitation link. The Members page is also where workspace administrators review and manage access. Removing a member revokes their access; work already saved to the workspace remains with the workspace.

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Create Teams

Open Settings → Teams to create and manage focused groups such as Acquisitions, Development, or Market Research. A team has its own:

• Name and identifier
• Icon
• Time zone
• Members

Teams can be used when assigning access or organizing project work.

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Workspace Administration

The administration section of Settings includes the current workspace controls: Some pages are available only to workspace owners or subscribed workspaces.

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Working Together

Use projects to give ongoing work a shared home. A project can include a lead person, members, team access, records, chats, and updates. Research artifacts can then be reviewed and carried forward without losing the original request context.