Create a Business team, invite members and manage seats
Give each colleague their own login while sharing watchlists, research and a team subscription.
Teams and integrations · 2 min read
Quick steps
- Create a Business team from Billing & Subscription.
- Review the seats, interval and total before paying.
- Switch to the team and invite colleagues.
- Use Team management for membership and Billing for seats.
Create the team
Open Billing & Subscription → Create a Business team. Choose monthly or yearly billing, seat capacity and payment method, then review the total. The team becomes available when the first payment succeeds. The standard package includes 3 seats, including the owner. Using fewer seats does not reduce its price or capacity.
Invite colleagues
Switch to the team account and open Team management. Invite members by email. Each person signs in with their own account. Paid seats must cover members and pending invitations. Personal work stays private, and joining a team does not cancel or transfer a personal Pro subscription.
Owner and member roles
The owner manages billing, seats, invitations, members, connected apps, report branding and the team’s My Company shortcut. Members work with the team’s shared lists, rules and searches. Removing a member revokes access; their shared work stays with the team.
Change seat capacity
The owner can add seats after reviewing the charge. Additional seats add pooled allowance, even before someone joins. Reductions apply at renewal and must still cover members and pending invitations. Nobody is removed automatically. The Business package keeps a minimum of 3 seats. Before editing or deleting work, check the selected account so you are acting in the right workspace.
Related help
Keep work in the right workspace and understand invitations, leaving a team and ownership transfers.
Teams and integrations
Send supported team alerts to a shared destination on Business or Enterprise.
Teams and integrations
