Switch between personal and team accounts
Keep work in the right workspace and understand invitations, leaving a team and ownership transfers.
Teams and integrations · 2 min read
Quick steps
- Use the account switcher and confirm the workspace name.
- Keep personal research and team research in their own accounts.
- Review Access and ownership before leaving.
- Transfer ownership to an active member when you are the owner.
Choose the workspace before acting
Use the account switcher to select your personal account or a team. Check the selected account before creating a watchlist, saving a Discovery rule, setting an alert or reviewing billing. Team research belongs to the team. Your personal saved work and personal subscription stay separate; joining a team does not transfer or cancel them.
Join with your own sign-in
Accept the team invitation using the invited email address and your own login. Invitations reserve a seat while valid; sending an invitation does not buy another seat. Ask the owner to resend an expired invitation or invite the correct address. Only active members can receive ownership.
Leave or remove a member
Open Team management → Access and ownership to leave a team. Your access ends immediately and shared work stays with that team; your personal account remains available. The owner can remove a member from Members. Removing a person does not automatically reduce purchased seats or cancel a personal subscription. Review alerts whose creator has left if they show Needs attention.
Transfer ownership before leaving
An owner must transfer ownership to an active member before leaving. Use a member’s Actions → Transfer ownership, or Access and ownership. The new owner takes control of members, seats, billing, team settings and connected apps. You become a member and lose owner-only controls. Paid seats and the payment method stay the same. Both people receive an email; you can then review whether to remain in the team.
Transfer team ownership · Anonymised example
Transfer team ownership
Choose an active member as Example Accountants’ new owner.
You will become a member
Oliver will control members, seats, billing, team settings and connected apps. You lose owner-only controls.
Paid seats and the payment method stay the same. Both of you will receive an email.
Related help
Give each colleague their own login while sharing watchlists, research and a team subscription.
Teams and integrations
Review your subscription, understand when changes take effect and keep control of the next payment.
Billing
