Teams

The Teams feature lets multiple users within the same organization collaborate under a shared subscription plan while maintaining individual Coresignal accounts. It’s designed to streamline teamwork by allowing members to join the same team and access pooled resources, with clear management options and role-based permissions.

Team structure

Each company can have up to five separate teams, each with its own subscription plan. These teams function independently, with usage and credits limited to the specific team they belong to.

Roles in a team

Team owner

The team owner holds administrative privileges. They can:

• Add or remove team members

• Send invitations and approve membership requests

• Manage the team’s subscription plan

Each team can have only one owner.

A user becomes a team owner under one of the following conditions:

• They were the first to register under the company domain (even without a subscription)

• They were the first to purchase a subscription under the domain

• They created a new team

Ownership cannot be transferred directly through the interface. If a team owner needs to be changed, create a new team or contact us.

Team members

Team members can:

• Join or leave teams

• Use shared subscription credits

• Create new teams

However, they cannot manage the subscription or add/remove other members.

Team types

There are two types of teams, defined by how users can join:

• Closed Team: Requires approval to join. Members can be invited or request access.

• Open Team: Any user with an email from the same company domain can join freely, without needing approval.

Managing teams

Inviting members to a closed team

To invite someone:

1. Go to the Members section in your account settings

2. Choose the team

3. Click Invite members

4. Enter one or more email addresses from your company domain

Invited users will receive an email to accept or decline the invitation.

Joining a team

To request access to a team:

1. Go to the Teams section and select Create or join team

2. You'll see a list of teams available to you

3. Submit a request and wait for approval from the team owner

You can also access this option from the drop-down menu in your account avatar or the top-left corner of the dashboard.

Approving membership requests

Team owners can manage requests in the Requests tab of the Teams section. Each request can be approved or declined individually.

Removing a member

To remove a member:

1. Go to the Members section

2. Click the three-dot menu next to their name

3. Select Remove and confirm

This revokes their access to the shared subscription and team history.

Leaving a team

Team members (not the owners) can leave a team anytime:

1. Go to the Teams section

2. Click Leave next to the team name

3. Confirm the action

Once you leave, you lose access to the team’s subscription. To rejoin, you’ll need to request access again.

Deleting a team

To delete an existing team, contact us directly.