Steps

  1. Click the account selector in the top-left corner of the sidebar
  2. Click New account
  3. Enter a name for your team (e.g. your company or client name)
  4. Click Create

What Happens Next

  • You become the team owner and admin
  • The team is set as your active workspace
  • Display currency defaults to USD (changeable in Connections)
  • You can now connect data sources and invite members

Multiple Teams

  • You can create and belong to multiple teams
  • Switch between teams using the account selector dropdown
  • Each team has its own data sources, dashboards, chats, and alerts
  • Great for agencies managing multiple clients