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How to set up a Team workspace

Check the current plan, named-seat usage and pending invites before inviting colleagues.

Tutorials

In this article

Before you invite

Use this walkthrough when a workspace owner or administrator needs to test or prepare Team access. Team setup is about named workspace access and visibility boundaries; it is not a matter-management or legal-advice workflow.

  • Use Solo for one named practitioner only.
  • Use Team when colleagues need access to workspace-visible research.
  • Add access only for people who need shared workspace research materials.

Walkthrough

Start from Subscription, then use the Team workspace page to review seats and invites before adding another named member.

  1. 1Open Account, then Subscription, and confirm the current Solo or Team plan.
  2. 2Check the billing status, renewal date and named-seat usage shown on the page.
  3. 3Use workspace plan preview only to check how Solo or Team appears before a billing change. It is not a billing action.
  4. 4If an active Solo subscription exists and Team billing is available, use Upgrade to Team rather than starting a second checkout.
  5. 5Open Team workspace.
  6. 6Review active members, pending invites, used seats and available seats.
  7. 7Send a workspace invite when the recipient needs access to workspace-visible research.
  8. 8Revoke any pending invite that no longer needs to reserve a seat.

A pending invite reserves a named seat. When email delivery is available, Tribuno sends an invite email with a secure invite link. The invitee signs in with the invited email address, or uses account setup from the invite flow, before access is activated.

When seats are full

Full Team workspaces block further invites. Request another seat before inviting another colleague. The disabled control shows that another seat must be arranged first; it does not change billing or send an invite.