Teams & Seats

Create a team, invite members, assign and reclaim seats, and accept an invitation — everything a team owner or member needs.

How teams work

A team holds a pool of seats. Each seat is one assignable license at your team's plan. As the owner or an admin, you invite people, assign them seats from the pool, and reclaim seats when someone leaves. Whoever holds a seat gets that plan's trial and query limits while it's assigned.

Roles

Every team member has one of three roles, which control what they can do:

Role	What they can do
Owner	Full control — manage members, seats, billing, and team settings.
Admin	Manage members and seat assignments; cannot change billing ownership.
Member	Use the seat assigned to them; read-only view of team info.

Create a team

The create-team wizard walks you through setup in a few steps.

1
Choose how many seats
Pick the number of seats to start with. You can add more later.
2
Name your team
Give the team a name and an optional description so members recognize it.
3
Invite your first members
Add people by email and choose a role for each. You can skip this and invite later.
4
Review and confirm
Check the summary and create the team. If you already hold a personal license, you can choose to fold it into the team.

Invite members

1
Send an invitation
From team management, enter an email address and pick a role. ClinicaLister emails the person a secure invitation link.
2
Track invitations
See pending, accepted, and expired invitations in one place. You can resend or revoke an invitation that hasn't been accepted yet.

Assign and reclaim seats

Seats move between the shared pool and individual members.

Assign a seat to give a member their plan access.
Reclaim (unassign) a seat to return it to the pool for someone else.
The seat view shows how many seats are assigned, how many are free, and who holds each one.

Tip: Seat utilization at a glance tells you whether you're paying for seats nobody is using — reclaim idle seats before buying more.

Accept a team invitation

If someone invites you, you'll receive an email with a link.

1
Open the invitation link
The acceptance page shows the team name, the role you've been given, and the email it was sent to.
2
Accept
Confirm to join the team. If your invitation has expired, ask the team owner to resend it.

Where to go next

Plans & Licensing — how team seats combine with personal and organization licenses.
Organizations & SSO — group multiple teams under one organization.
Billing & Documents — buy additional seats and review invoices.