Plans, payments, and team billing
Manage team members and seats
Elite support2 min readThe quick answer
The Team owner manages purchased capacity and permitted roles. Pending invitations reserve seats, so remove stale invitations before assuming new seats must be purchased.
Manage a team workspace
Confirm owner and capacity
Use the Team workspace to review purchased, reserved, active, pending, and available seats. Pending invitations reserve capacity.
Invite the right people
Enter exact addresses and choose permitted initial roles. Each person accepts their own invitation and authorizes their own account.
Check visibility
Members start with their own activity; broader manager/admin access follows the configured role policy.
Review ongoing access
Revoke stale invitations, offboard departed members using the documented retention choice, and review audit history and permitted exports.
IN YOUR WORKSPACE
What it looks like
The Elite workspace brings individual and permitted team activity together.
- Start a task
Create a campaign, record a video, or prepare a signature request.
- Latest activity
Open a message to inspect its recorded events.
- My performance
Review the summary, then open the full report.
