> For the complete documentation index, see [llms.txt](https://notara-1.gitbook.io/notara-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://notara-1.gitbook.io/notara-docs/team.md).

# Team Management

Notara is designed for teams, not individuals. The team management system controls who can access your workspace, what they can do, and how seats are counted for billing.

## Inviting Team Members

There are two ways to add someone to your Notara workspace:

### Email Invite

1. In the dashboard, go to **Settings → Team**.
2. Click **Invite Member**.
3. Enter the person's email address and select their role.
4. Click **Send Invite**.

The person receives an email with a sign-in link. They set a password and are added to your workspace automatically.

### Slack-Based Discovery

If someone is already in your connected Slack workspace, Notara can detect them as a potential team member. When they first message the Notara bot in Slack, the system logs them as a Slack user on your workspace. An admin can then formally add them to the team and assign a role from **Settings → Team**.

New Slack users who aren't yet team members can still interact with the Notara bot in Slack — they just won't have access to the dashboard or elevated tool permissions until they're added as team members.

## Roles

| Role       | Key Permissions                                                                       |
| ---------- | ------------------------------------------------------------------------------------- |
| **Member** | Interact with the agent in Slack; read-only dashboard access                          |
| **Editor** | Create and edit skills and libraries; manage context documents                        |
| **Admin**  | Everything above + manage connectors, channel configs, team members, tool permissions |
| **Owner**  | Everything above + billing, workspace settings, delete workspace                      |

Each workspace has exactly one owner (the account that created the workspace). Ownership can be transferred from **Settings → Team → Transfer Ownership**.

→ [Detailed role breakdown](/notara-docs/team/roles.md)

## Seat Billing

Seats count the number of **active team members** in your workspace. All roles count as a seat.

Seat billing applies to members who have been formally added to the workspace — Slack users who interact with the bot but aren't formal team members do not count as seats.

On the paid platform, $149/month includes one seat and each additional seat is $29/month. Your seat count is under **Settings → Billing**.

On Free, a workspace holds up to 2 people, and a pending invite takes a place until it is accepted, revoked or expires. See [Free plan](/notara-docs/billing/free-plan.md).

## Managing Members

From **Settings → Team**, admins can:

* **Change role** — click a member's current role and select a new one
* **Remove member** — removes dashboard access; does not remove from Slack
* **View activity** — see when a member last used the agent

Removing a member does not delete any skills, documents, or automations they created. Their contributions remain in the workspace.

## Groups

Beyond individual roles, team members can belong to **groups** — sub-teams that scope context, skills, and MCP endpoints. Groups are especially useful for larger teams where different functions have different tool needs.

Common group structures:

* `engineering` — GitHub, Linear, error logs library
* `growth` — Stripe, ChartMogul, competitor research library
* `leadership` — read-only access to everything, financial context

To manage groups, go to **Connect → Groups** in the dashboard.

## Multi-Workspace Accounts

One Notara user account can belong to multiple workspaces. If you're an agency, consultant, or just managing multiple products, you can sign in once and switch between workspaces from the workspace switcher in the top-left corner of the dashboard.

Each workspace has its own billing, team, connectors, and content. They are completely isolated from each other.