Team Accounts

Team accounts allow for central user management, permissions and billing.

Creating a Team Account

On your account, on the account dropdown, select Create Team.

Fill out the popup requesting a Team Name.

Setting Up a Team Account

Once created, you will need to add a Google or Microsoft account to the Team. This account will own any created spreadsheets and will be used to sync with Google or Microsoft.

Managing Seats and Users

You must upgrade your account to add additional users. Once upgraded, you can easily add seats as needed under the Usage or Billing tab. Once the seats are added you can then invite and manage users under the People tab.

User Permissions

When adding a user you can invite them with one of 3 permissions: Viewer, Member, or Admin.

Permission

Viewer

Member

Admin

View Projects

Create Projects

Change Project Settings

Manage User Access

Manage Team Access

View/Change Billing