Team Management
Learn how to invite team members, manage roles, and set property permissions.
Teams let you collaborate with others on your analytics properties. This guide covers inviting members, roles, permissions, and seat management.
Team Structure
Every AI Data Stream account has a team. You’re the owner of your team. You can invite others to join as members.
Team: Your Company
├── Owner: [email protected] (full control)
├── Admin: [email protected] (access all properties)
├── Member: [email protected] (assigned properties)
└── Viewer: [email protected] (read-only)Roles and Permissions
Team Roles
| Role | Description | Available On |
|---|---|---|
| Owner | Full control over team, billing, members, and all properties | All plans |
| Admin | Access to all properties with full permissions | Business |
| Member | Access to assigned properties only | Pro, Business |
| Viewer | Read-only access to assigned properties | Business |
Role Capabilities
| Capability | Owner | Admin | Member | Viewer |
|---|---|---|---|---|
| Manage team settings | Yes | No | No | No |
| Invite/remove members | Yes | No | No | No |
| Manage billing | Yes | No | No | No |
| Access all properties | Yes | Yes | No | No |
| Create properties | Yes | Yes | No | No |
| Delete properties | Yes | Yes | No | No |
| Create report templates | Yes | Yes | No | No |
| Create prompt presets | Yes | Yes | No | No |
Note: For Members and Viewers, what they can do depends on their property-level permissions (see below).
Seat Limits
Each plan includes a certain number of seats:
| Plan | Included Seats | Extra Seats |
|---|---|---|
| Free | 1 | Not available |
| Pro | 5 | $5/seat/month |
| Business | 20 | $5/seat/month |
A seat is consumed when someone accepts a team invitation. Pending invitations don’t count against your limit.
Adding Extra Seats
- Go to Settings → Billing
- Click Add Seats
- Enter the number of seats to add
- Confirm the prorated charge
Extra seats are billed immediately (prorated) then on your regular billing date.
Inviting Team Members
Sending Invitations
- Go to Settings → Team
- Click Invite Member
- Enter their email address
- Select their role
- Select which properties they can access (for Members and Viewers)
- Click Send Invitation
The invitee receives an email with a link to join your team.
Invitation Status
Invitations show as:
- Pending: Sent, not yet accepted
- Accepted: User has joined
- Expired: 7 days passed without acceptance
Resending Invitations
- Find the pending invitation
- Click Resend
Canceling Invitations
- Find the pending invitation
- Click Cancel
Canceled invitations can’t be used.
Property Permissions
You can control access at the property level for team members.
Permission Levels
| Level | Can Do |
|---|---|
| Read | View property data, conversations, annotations |
| Write | Read + create annotations, run reports, use AI chat |
| Admin | Write + manage connections, edit property settings, delete property |
Setting Property Permissions
When inviting a member:
- Select “Specific properties” access
- Choose which properties they can access
- Set the permission level for each property
Or for existing members:
- Go to Settings → Team
- Click on the member
- Click Edit Permissions
- Adjust property access
- Save
Examples
Marketing Analyst:
- Role: Member
- Properties: Main Website (Write), Blog (Write)
- Can: Chat, run reports, create annotations
External Stakeholder:
- Role: Viewer
- Properties: Main Website (Read)
- Can: View data and reports only
Agency Manager:
- Role: Admin
- Properties: All (Admin)
- Can: Everything except billing
Managing Team Members
Viewing Team Members
Go to Settings → Team to see:
- All team members and roles
- Pending invitations
- Last active date
- Property access
Changing Roles
- Click on the member
- Select Change Role
- Choose the new role
- Save
Role changes take effect immediately.
Removing Members
- Click on the member
- Click Remove from Team
- Confirm removal
Removed members:
- Immediately lose access
- Can be re-invited later
- Don’t delete any data they created
Team Billing
Who Pays?
The team owner is responsible for billing. The subscription, extra seats, and all charges go to the owner’s payment method.
Seat Costs
- Base plan includes seats (Free: 1, Pro: 5, Business: 20)
- Extra seats: $5/user/month
- Removing a member doesn’t immediately refund—credit applies to next billing
Viewing Seat Usage
Go to Settings → Billing to see:
- Seats used vs available
- Cost breakdown
- Option to add more seats
Best Practices
For Small Teams (2-5 people)
- Pro plan with included 5 seats
- All members get full property access
- Simple, no permission management needed
For Agencies (5-20 people)
- Business plan for property permissions
- Create properties per client
- Give team members access only to their clients
- Use Viewer role for client stakeholders
For Enterprises (20+ people)
- Business plan with extra seats
- Use Admin role for team leads
- Property-level permissions for security
- Consider separate teams for different departments
Security Tips
- Regularly review team member list
- Remove access when people leave
- Use minimum necessary permissions
- Audit who has Admin access
Troubleshooting
”Seat limit reached”
You’ve used all available seats. Either:
- Remove an existing member
- Add more seats (Pro/Business plans)
- Upgrade to a higher plan
Invitation not received
- Check spam/junk folder
- Verify email address is correct
- Resend the invitation
- Try a different email address
Member can’t access property
- Check they’ve accepted the invitation
- Verify property permissions
- Ensure the property still exists
- Check their role allows the action
Can’t remove owner
The team owner cannot be removed from the team. The owner is permanently tied to the team account.