Work in a Teams workspace

Understand the workspace boundary

Teams is a separately billed shared workspace. Shared links, campaigns, analytics, namespaces, domain mappings, brand settings, and the shared quota belong to the team workspace. Each member keeps a separate login and can keep a personal workspace and personal subscription.

• A Teams workspace supports up to 5 total members, including the owner, with no per-seat overage behavior.
• Personal Profiles, Smart Paste, personal AI connections, and other personal-workspace features stay in the member's personal workspace unless the product explicitly says otherwise.
• Team analytics and campaign reports use the team workspace context, so check the workspace before reading or changing data.

Create a team and invite members

1. 1Open Settings and select the team workspace area. From your personal workspace, enter a Team name and select Create team. Creating the workspace does not charge you.
2. 2The owner starts Teams billing separately after the workspace exists. Until billing is active, the team workspace is inactive and cannot create links.
3. 3As the owner, open Invite members, enter the invited person's email, choose Editor or Viewer, and select Create invite link.
4. 4Send the invite URL to the invited person. They must sign in with a verified Clerk email that matches the invitation, then accept it from Settings.
5. 5Use Pending invitations to revoke an unused invite. Invite links expire after 7 days.

Roles and best practices

• Owner: manages billing, team name, invitations, roles, and member removal. The owner cannot be removed, demoted, or replaced.
• Editor: can work with shared resources when the Teams subscription is active, but cannot manage billing or team membership settings reserved for the owner.
• Viewer: has read-only team access. Viewer writes are blocked even when the workspace is active.
• Editors and viewers can leave the team. Ownership transfer and team deletion are not available in the current UI.

Switch workspace before you act

1. 1Use the Workspace selector in the dashboard header.
2. 2Choose Personal or the named team workspace. The selected workspace is remembered for your account.
3. 3Confirm the workspace name and role before creating a link, opening Campaigns, changing analytics settings, or managing billing.
4. 4Return to Personal when you need personal Profile, Smart Paste, personal AI, or personal subscription settings.

Troubleshooting

• The team is missing from the selector: refresh membership, confirm the invite was accepted with the invited verified email, and check that you were not removed.
• You can view but not edit: confirm your role is Editor or Owner and that the Teams subscription is active.
• Inviting is disabled: only the owner can invite, the workspace must be active, and all 5 seats including pending reservations must not be occupied.
• Billing controls are missing: only the team owner can manage the separate Teams subscription.