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Collaboration

5 min read

Invite your team

Add colleagues so finance and engineering share the same cost and carbon view.

Prerequisites

  • Pro plan (or active Starter Pro trial)
  • Organization owner or admin role

Steps

  1. 1

    Confirm your plan includes team invites

    Team invites require Pro. Starter accounts get a 14-day Pro trial on signup — check Dashboard → Billing to confirm your plan status.

  2. 2

    Open the Team page

    Navigate to Dashboard → Team. Enter each teammate's email address and select their role: Admin, Member, or Analyst (read-only).

  3. 3

    Send invitations

    Click Send Invite. Each person receives an email with a link to accept and join your organization workspace.

  4. 4

    Manage members

    Owners can remove members or change roles anytime from the same Team page. Removed members lose access immediately.

Related resources

Pricing & plansTeam dashboard

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