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Creating a Team

  1. Go to Teams in the sidebar
  2. Click Create Team
  3. Enter a team name
  4. Click Create
You become the team owner automatically. You can now invite members and configure allotments.

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Team Settings

From Teams → Settings you can:
  • Rename the team — update the team display name
  • View subscription status — see whether the team subscription is active, past due, or cancelled
  • View member count — how many members are currently on the team

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Managing Your Team

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Member List

The member list shows all current team members with:
  • Email address
  • Monthly call allotment
  • Current credit balance
  • Join date
Click any member to edit their allotment or transfer credits.

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Allotment Management

Distribute your monthly credit pool among members by setting a per-member allotment:
  1. Click a member’s name in the member list
  2. Enter their monthly call allotment
  3. Click Save
The remaining available allotment (what has not yet been assigned) is shown at the top of the member list. You cannot over-allocate — if you try to assign more than is available, the portal will show an error.

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Credit Transfers

To give a member additional credits outside their regular allotment:
  1. Click Transfer Credits next to a member
  2. Enter the number of credits to transfer
  3. Confirm — credits are added to the member’s balance immediately
Your own credit balance is reduced by the transferred amount.

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Viewing Team Activity

The Activity tab shows a full audit log of all team events in reverse chronological order, including invitations sent, members joining or leaving, allotment adjustments, credit transfers, and subscription changes.