Team

Invite teammates, manage customer roles and seats, collaborate, transfer work, and review confidentiality.

Category summary with focused task guides

Choose the result you need

Start with the first guide if this area is new to you. Each task includes prerequisites, exact navigation, expected results, examples, and recovery steps.

Start here

Orientation and setup tasks that establish the right starting point.

This category has no separate start here article. Use the available guides above or below for the closest supported task.

Core tasks

The workflows you will use most often.

Intermediate

10 to 20 minutes

Invite teammates and choose roles and seats

You will invite the correct people with least-privilege roles and understand the confirmed billing effect before the invitations are sent.

Open guide

Intermediate

10 to 25 minutes

Collaborate, transfer, and reassign documents

You will give the intended teammate the right access, preserve ownership when appropriate, and verify all connected work after a transfer.

Open guide

Advanced and reference

Deeper configuration, analysis, and less frequent tasks.

Intermediate

10 to 20 minutes

Manage team confidentiality requirements

You will understand the enforced company agreement, apply it intentionally to team documents, and complete an access review before offboarding.

Open guide

Troubleshooting

Diagnose unexpected states and recover safely.

This category has no separate troubleshooting article. Use the available guides above or below for the closest supported task.

How to use this section

Start with the task that matches the result you need. Each guide states the required role, prerequisites, current interface labels, expected outcome, and recovery steps. Only customer-visible production workflows are included.