Managing Your Team

Switching Teams

• Click the account selector in the top-left sidebar
• Select the team you want to work in
• All data, dashboards, and chats switch to that team's context
• Your last active team is remembered between sessions

Removing Members

• Open the Team panel from the account menu
• Click the remove button next to the member's name
• The member immediately loses access to the team's data
• They can still access other teams they belong to

Renaming Your Team

• Open the Team panel
• Edit the team name at the top
• The new name appears everywhere — account selector, dashboards, alerts

Permissions Reference

Action	Owner	Member
Query data (AI chat)	Yes	Yes
Create dashboards	Yes	Yes
Create alerts	Yes	Yes
View all team data	Yes	Yes
Connect data sources	Yes	No
Invite members	Yes	No
Remove members	Yes	No
Change team settings	Yes	No
Delete team	Yes	No

Billing & Seats

• Your subscription includes a seat count
• Each team member uses one seat
• Upgrade your plan if you need more seats