Understanding Teams

Teams in ChatPRD allow multiple users to collaborate on product documentation, share templates, and work together on projects. Team features are available on the Team plan.

Creating a Team

Creating a New Team

1. Click on your profile picture or initials in the top-right corner.
2. Select Create New Organization from the dropdown menu.
3. Enter your organization details:
   1. Organization Name: The name of your team or company
   2. Icon (optional)
4. Click Create Organization to set up your team.

Converting from an Individual Account

If you already have an individual account:

1. Create a new organization following the steps above.
2. Navigate to Plans, choose how many seats you need and complete checkout.
3. Invite your teammates to ChatPRD.

Inviting Team Members

Sending Invitations

1. As an admin, navigate to Settings > Team.
2. Click the Invite Members button.
3. Enter the email addresses of the people you want to invite.
   1. You can enter multiple email addresses separated by commas
   2. Optionally, add a personalized message
4. Select the appropriate role for the invitees (Member, Admin, or Owner).
5. Click Send Invitations.

Managing Pending Invitations

1. Navigate to Settings > Team Members > Pending Invitations.
2. View all pending invitations.
3. You can:
   1. Resend an invitation
   2. Cancel an invitation
   3. Change the role of a pending invitation

Accepting an Invitation

As an invitee:

1. You'll receive an email invitation to join the team.
2. Click the Accept Invitation button in the email.
3. If you don't have a ChatPRD account, you'll be prompted to create one.
4. If you already have an account, you'll be added to the organization after accepting.

Managing Team Members

Viewing Team Members

1. Navigate to Settings > Team.
2. View a list of all current team members, their roles, and status.

Changing Member Roles

As an Admin or Owner:

1. Navigate to Settings > Team.
2. Find the member whose role you want to change.
3. Click on the role dropdown next to their name.
4. Select the new role (Member or Admin).
5. Confirm the role change when prompted.

Removing Team Members

As an Admin or Owner:

1. Navigate to Settings > Team.
2. Find the member you want to remove.
3. Click the Remove button next to their name.
4. Confirm the removal when prompted.

Team Collaboration Features

Shared Templates

Team members can:

• Access templates shared by other team members
• Create and share their own templates with the team
• Set organization-wide default templates (Admins only)

Shared Chats

Team members can:

• Share chat threads with specific team members
• Collaborate on documents in real-time
• Comment on shared documents

Team Settings and Administration

As a Team Admin or Owner, you can:

1. Manage Billing:
   1. Update payment information
   2. Change subscription plan
   3. View billing history
2. Invite teammates:
   1. Invite users to the team account

Best Practices for Teams

1. Define clear roles: Assign appropriate permissions based on team members' responsibilities.
2. Establish naming conventions: Create consistent naming for projects, templates, and documents.
3. Use projects for organization: Group related documents and conversations in projects.
4. Share templates: Create and share standardized templates for common document types.
5. Leverage integrations: Connect team tools like Slack and Confluence for seamless workflows.

For additional help with team management, contact ChatPRD support.