Team collaboration

Teams let several people work from the same parsers, documents, and integrations. Teams are available on the Growth plan and above: Growth includes 2 seats (up to 5), Pro includes 5 (up to 50), and Business includes 10 (up to 100). Additional seats are billed per seat; see Pricing plans.

Roles

All team members can open Settings → Profile to edit their own name, avatar, and data formatting, and to view personal usage. Sensitive settings (MFA, password, personal billing, account deletion) stay on each member's own Profile & security page.

Inviting members

1. Go to Settings → Members (owners only).
2. Enter the email address of the person to invite.
3. Assign a role.
4. For restricted roles, assign specific parsers after the member joins, via Update role.

Seat billing updates automatically as members are added or removed.

What is shared

• Parsers: members with access use the same parsers and field definitions.
• Documents: uploads are visible to members with access to the parser.
• Integrations: connected at the team level and managed by owners. Editors send data through configured destinations without ever seeing the integration credentials.

Removing members

Owners remove members from Settings → Members. A removed member immediately loses access to the team's parsers and documents. Documents they uploaded stay with the team.

Best practices

• Give day-to-day users Editor and reserve Owner for people who manage settings and integrations.
• Use Restricted roles to limit contractors or department users to only the parsers they need.
• Connect team-owned destinations (like the Google account behind your spreadsheet) with a shared team identity rather than a personal one.