> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gately.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Management

> Learn how to manage teams and collaborate with others on Gately AI

<Frame>
  <img src="https://mintcdn.com/taamai-c8c27d6c/7tpU7wOp-rlopJuB/images/home.png?fit=max&auto=format&n=7tpU7wOp-rlopJuB&q=85&s=998370c3b5db82903c3e58c6352e416c" alt="Gately AI Teams" width="3840" height="2880" data-path="images/home.png" />
</Frame>

## Team Features Overview

<Info>
  Converting to a team account is a permanent change. You cannot revert back to a personal account once upgraded.
</Info>

<CardGroup cols={3}>
  <Card title="Member Management" icon="users">
    Invite and manage up to 50 team members
  </Card>

  <Card title="Role Assignment" icon="user-gear">
    Control access with granular permissions
  </Card>

  <Card title="Usage Analytics" icon="chart-line">
    Track resource usage per team member
  </Card>
</CardGroup>

## Team Roles

<AccordionGroup>
  <Accordion title="Owner" icon="crown">
    * Single owner per team
    * Full administrative access
    * Cannot transfer ownership
    * Can manage all team settings
  </Accordion>

  <Accordion title="Admin" icon="shield-check">
    * Edit all Gately AI settings
    * Manage memberships
    * Handle billing and purchases
    * Access usage analytics
  </Accordion>

  <Accordion title="Developer" icon="code">
    * Access all account resources
    * Cannot manage members
    * No billing access
    * View team analytics
  </Accordion>

  <Accordion title="Basic" icon="user">
    * Access own resources only
    * Cannot view team resources
    * Limited functionality
    * Basic analytics access
  </Accordion>

  <Accordion title="Billing" icon="credit-card">
    * Manage payments
    * Handle invoices
    * Control subscriptions
    * View billing history
  </Accordion>
</AccordionGroup>

## Inviting Team Members

<Steps>
  <Step title="Navigate to Dashboard" icon="house">
    1. Visit [https://app.gately.ai/dashboard/home](https://app.gately.ai/dashboard/home)
    2. Sign in to your account

    <Frame>
      <img src="https://mintcdn.com/taamai-c8c27d6c/6_fKWBPakm0prWJp/images/teams/dashboard-home.png?fit=max&auto=format&n=6_fKWBPakm0prWJp&q=85&s=b36d2349152630f82ec34401294923ff" alt="Dashboard Home" width="5760" height="3840" data-path="images/teams/dashboard-home.png" />
    </Frame>
  </Step>

  <Step title="Access Profile Settings" icon="user">
    1. Click the Account dropdown in top navigation
    2. Select "Profile" from the menu

    <Frame>
      <img src="https://mintcdn.com/taamai-c8c27d6c/6_fKWBPakm0prWJp/images/teams/profile-menu.png?fit=max&auto=format&n=6_fKWBPakm0prWJp&q=85&s=32de6e9544273153e691c18a91b4bf54" alt="Profile Menu Access" width="1120" height="626" data-path="images/teams/profile-menu.png" />
    </Frame>
  </Step>

  <Step title="Open Members Tab" icon="users">
    1. Navigate to the Members tab
    2. View current team members and pending invitations

    <Frame>
      <img src="https://mintcdn.com/taamai-c8c27d6c/6_fKWBPakm0prWJp/images/teams/members-tab.png?fit=max&auto=format&n=6_fKWBPakm0prWJp&q=85&s=1a087e8ffa49045426a32269f4ab5854" alt="Members Tab" width="1120" height="626" data-path="images/teams/members-tab.png" />
    </Frame>
  </Step>

  <Step title="Send Invitation" icon="envelope">
    1. Click "Invite Member" button
    2. Enter member's email address
    3. Select appropriate role
    4. Click "Send Invitation"

    <Frame caption="Step 1: Click Invite Member button">
      <img src="https://mintcdn.com/taamai-c8c27d6c/6_fKWBPakm0prWJp/images/teams/invite-member1.png?fit=max&auto=format&n=6_fKWBPakm0prWJp&q=85&s=89e57a5b1482ccdd5e6daa8268048ce5" alt="Open Invite Member Form" width="1120" height="626" data-path="images/teams/invite-member1.png" />
    </Frame>

    <br />

    <Frame caption="Step 2: Fill in member details">
      <img src="https://mintcdn.com/taamai-c8c27d6c/6_fKWBPakm0prWJp/images/teams/invite-member2.png?fit=max&auto=format&n=6_fKWBPakm0prWJp&q=85&s=f7cecc98343e465c374fac47b26b0c5a" alt="Fill Invitation Details" width="1120" height="626" data-path="images/teams/invite-member2.png" />
    </Frame>

    <br />

    <Frame caption="Step 3: Confirm and send invitation">
      <img src="https://mintcdn.com/taamai-c8c27d6c/6_fKWBPakm0prWJp/images/teams/invite-member3.png?fit=max&auto=format&n=6_fKWBPakm0prWJp&q=85&s=1d82f2ce811bd2df37afb0d3993c7b63" alt="Send Invitation" width="1120" height="626" data-path="images/teams/invite-member3.png" />
    </Frame>
  </Step>
</Steps>

## Managing Team Members

### Editing Member Roles

<Steps>
  <Step title="Access Member Settings" icon="user-pen">
    1. Find member in the team list
    2. Click the settings icon (⚙️) next to their name

    <Frame>
      <img src="https://mintcdn.com/taamai-c8c27d6c/6_fKWBPakm0prWJp/images/teams/edit-role.png?fit=max&auto=format&n=6_fKWBPakm0prWJp&q=85&s=0fe0cfd9a1a86b4c631543a6ea820fe0" alt="Edit Member Role" width="5760" height="3840" data-path="images/teams/edit-role.png" />
    </Frame>
  </Step>

  <Step title="Update Role" icon="pen-to-square">
    1. Select "Edit Role" from the menu
    2. Choose the new role from the dropdown
    3. Click "Save" to apply changes
  </Step>
</Steps>

### Removing Members

<Steps>
  <Step title="Initiate Member Removal" icon="user-minus">
    1. Locate the member you want to remove
    2. Click the settings icon (⚙️)
    3. Select "Remove" from the menu

    <Frame>
      <img src="https://mintcdn.com/taamai-c8c27d6c/6_fKWBPakm0prWJp/images/teams/remove-member.png?fit=max&auto=format&n=6_fKWBPakm0prWJp&q=85&s=a58d86b91b3fd89c1cc09c71da8f65ae" alt="Remove Member" width="5760" height="3840" data-path="images/teams/remove-member.png" />
    </Frame>
  </Step>

  <Step title="Confirm Removal" icon="triangle-exclamation">
    1. Review the removal confirmation
    2. Click "Confirm" to remove the member
    3. Member will lose access immediately
  </Step>
</Steps>

## Audit Logs

<Note>
  Only Owner and Admin roles can access audit logs to track team activities.
</Note>

Track important actions:

* Member management
* Role changes
* Resource access
* Settings modifications

<Warning>
  Team members must log out and back in for role changes to take effect.
</Warning>

<Card title="Need Help?" icon="circle-question">
  For team-related support, contact our [support team](mailto:support@taam.cloud)
</Card>
