Teams

Teams let multiple people collaborate in a shared workspace. Every document lives in exactly one workspace — yours or a team's. A document in a team workspace belongs to the team: it is visible to every member by default, and its creator can lock it while working. Roles control who can administer the team, not who can open its shared documents.

Creating a team

From the dashboard sidebar, click Create Team. Give your team a name — this is visible to all members and used in the team workspace header.

Team is not yet available to buy. When it launches, creating a team will require a Team subscription: one flat price of $79/month (or $790/year) for the whole workspace, not a per-seat charge. Add as many members as you need without the bill changing, and reviewers stay free.

Inviting members

As a team owner or admin, open Team Settings from the sidebar and click Invite member. Enter their email address and assign a role:

• Owner — full control over the team, and the only role that can manage billing. Can invite and remove members and change their roles. The owner's own role cannot be changed, and the owner cannot be removed.
• Admin — can manage members, change roles, and access all team documents. Cannot manage billing.
• Member — can upload documents, leave annotations, and view all team documents. The standard role for most collaborators.

The invited person receives a link to accept the invitation. They'll need to sign in with the email address the invite was sent to.

Accepting an invite

When you receive a team invite, click the link to open the acceptance page. Sign in with Google (using the email the invite was sent to) and you'll be added to the team automatically.

Once accepted, the team workspace appears in your dashboard sidebar alongside your personal documents.

Where documents live

Team documents belong to the workspace, not to any individual. They are visible to the whole team by default, they count against the team's storage and document limits, and they stay with the team when people leave.

Personal documents stay yours: they live in your own workspace, they do not consume team storage, and they do not disappear if you leave a team. Your personal workspace is governed by your own plan — team membership does not change it in either direction.

There is one document list per workspace. The workspace switcher at the top of the sidebar decides which workspace you are in — and with it which documents you see, which plan applies, and which brand goes on deliverables:

• Your personal workspace is named after you — Patrick's Workspace, not "Personal".
• Team workspaces carry the team's name. Switching workspaces is the only thing that changes whose documents you are looking at.

Locking a document

Inside a team workspace, documents are shared with the team by default. While you are drafting, you can lock a document to yourself: open it and use the visibility control in the review toolbar, next to Share and status. Locked means locked — no other member, including admins, can see it while you are in the team.

A locked document is still the team's. It counts against the team's storage and document limits, it carries the workspace's branding on deliverables, and if you leave the team it becomes visible to the rest of the workspace — nothing moves, and no client link changes appearance.

Locked rows carry a lock icon in the document list, with a Locked filter to find yours quickly. To lock several documents at once — say, twelve files from a client engagement — select them in the list and choose Make private from the bulk actions bar.

Members and storage

Team storage is a single pool shared by the whole workspace rather than an allowance per member, so adding people does not change how much you can store or what you pay.

Team owners manage billing from the billing portal, accessible via the Manage link in the sidebar. Because the price is flat, there is no seat count to adjust.

Leaving or removing members

Admins and owners can remove members from Team Settings, and members can leave. Someone who leaves keeps their personal documents and loses access to the team workspace. Documents they created there stay with the team — and any they had locked become visible to the team on departure.

If a team subscription is cancelled, the team workspace drops to the Free plan when the billing period ends. Personal workspaces are unaffected — they were never governed by the team's plan.