Teams overview

Teams let an account owner manage billing, calling credits, members, and team activity. Each team has one Owner and one or more Members.

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How teams work

The owner:

• Holds the team subscription and payment method
• Invites and removes members
• Sets each member’s monthly call allotment
• Transfers extra credits when needed
• Reviews activity across the team
• Filters campaigns and follow-ups by owner

Members use their assigned credits and manage the campaigns they own. They do not manage team billing, invitations, or other members.

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When to use teams

Use a team when several people run AtllasX campaigns under one account. Teams support centralized billing and clear ownership for each campaign.

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Key concepts

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Call allotments

The owner divides the subscription’s monthly credit pool among members. AtllasX prevents the owner from assigning more than the available pool. Unused allotments do not move between members automatically. The owner can change allotments manually.

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Credit transfers

The owner can transfer extra credits to a member during a billing cycle. The transfer reduces the owner’s available balance.

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Campaign ownership

Every team campaign has an owner. Owners can review all team campaigns, reassign one, or take ownership. Members see the campaigns assigned to them.

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Audit log

The owner can review team events under Team > Activity. Members instead see Team Info and can leave the team.

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Next steps