Create and manage your team

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Create a team

You need a saved payment method before creating a team. Each added member creates a prorated seat charge on the team subscription.

1. Open Team in the sidebar.
2. Click Create Team.
3. Enter a team name.
4. Click Select Payment Method and choose a saved method.
5. Click Create.

You become the owner. You can now invite members and distribute the team’s monthly calling credits.

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The Team page

The page header shows the team name, subscription status, and member count. Owners can rename the team. Owners see three tabs:

• Members for active members, monthly allotments, credit transfers, and removals
• Invites for pending invitations
• Activity for the team audit log

Members see Team Info instead. This tab summarizes the team and provides the Leave Team action.

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Manage your team

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Member list

The Members tab lists each active member. Use its actions to transfer credits or schedule a removal.

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Allotment management

Use Monthly Call Allotments to divide the monthly credit pool:

1. Enter each member’s monthly allotment.
2. Review Your remaining allotment.
3. Click Save Allotments.

AtllasX rejects totals above the available pool. You can update the distribution when team needs change.

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Credit transfers

Transfer credits outside the regular allotment when a member needs more during the current cycle:

1. Click Transfer Credits beside the member.
2. Enter the credit amount.
3. Confirm the transfer.

AtllasX adds the credits to the member immediately and reduces your available balance.

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View team activity

Open Activity to review invitations, membership changes, allotment updates, credit transfers, and subscription changes. Only the owner can view this tab.