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Getting started as a team admin

Set up your team, buy credits, invite members, and manage billing.

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Written by Julia Kasprzak
Updated today

Ready to set up workspace access for your team? Here's how to go from zero to everyone booking in under 15 minutes.

Step 1: Create your team

  1. Use the role switcher at the top of your dashboard to switch to "Team Admin" mode

  2. Click "Create Team" and give it a name

  3. You're the admin automatically

Step 2: Add your payment method

Before members can book, your team needs a payment card on file. Go to the Billing section of your team dashboard and add the team's card. This is the card charged when you purchase credits.

Step 3: Buy credits

Your team runs on prepaid credits. Purchase a credit package in the Billing section β€” credits are shared across the team and deducted as members make bookings. Credits are valid for 6 months.

Tip: Enable auto top-up so your balance refills automatically before it runs out.

Step 4: Invite your team members

Go to the Members section and click "Invite Member." Enter each person's email β€” they'll get an invitation link valid for 30 days.

Step 5: (Optional) Set spending limits

If you want to control how much individual members spend each month, set a per-member limit in the Billing section. Bookings that would exceed the limit are blocked automatically.

What you can do from your team dashboard

  • View all bookings made by team members

  • Monitor your credit balance and transaction history

  • Manage team members and their roles

  • Set auto top-up and per-member spending limits

  • Download all team invoices

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