Create your team and invite people
Available on Team.
You will set up the team, choose its seats and invite the people who will use it.
Available on Team.
Create the team
- Choose the Team plan on the Billing page and pick the number of seats. The minimum is 3.
- Complete checkout. When the subscription starts, pmmAgent.ai creates your team, makes you its Owner and adds a first team workspace.
- Open Team in the navigation. The team is named after your company, or "My team" if no company name is on file. To change it, go to the Settings tab, edit Team name and choose Save name.
Invite people
- On the Members tab, find Invite someone.
- Enter the person's email address.
- Choose Member or Admin. You can change the role later.
- Choose Send invite.
The person gets an email with an Accept Invitation button. The invite code is pre-filled and works for 30 days. It is tied to the email address you invited, so they need to sign up or sign in with that address.
The member list shows each invite as Invited until it is accepted. To withdraw one, choose Revoke invite on its row.
Seats
The Members tab shows how many seats are used. Pending invites count as used seats. When every seat is taken, Send invite is disabled. As owner you see a link to add seats on the Billing page. Admins are asked to contact the owner. To add seats, use Manage seats on the Billing tab or the Seats section of the Billing page.
You cannot reduce seats below the number of people and pending invites you have. Remove people or revoke invites first.