Teams

How to create a team?

1. On the Teams page, click Create team in the top-right corner.
2. In the modal, enter the Team name.
3. If needed, toggle Switch after creation on or off — if enabled, you will immediately be placed in the new team.
4. Click Create.

How to invite a member to a team?

1. Open the team you need and click Invite in the top-right corner.
2. In the Invite member modal, enter the Email of the invitee.
3. Select a Role — the set of permissions below (view/edit tree, budgets, wallet, reports, integrations, top-ups, withdrawals, etc.) updates automatically depending on the selected role.
4. Click Invite.

How to cancel or resend an invitation?

Sent invitations are shown in the Invitations tab inside the team (outgoing) — there you can also cancel or resend an invitation.

How to transfer team ownership?

Important nuance: the system has no direct ownership transfer that automatically demotes you. To fully hand over the team to another person, you need to complete three sequential steps:

Step 1. Invite the future owner to the team

If the person is not yet in the team, invite them via the Invite button (see the flow above) and wait until they accept the invitation and become a member.

Step 2. Make them an owner

1. Go to the Members tab.
2. Click ⋮ next to the member and select Make owner.
3. Or: in the Settings tab, in the Owner management block, click Transfer ownership, then in the Transfer team ownership modal select the member from the Member list and click Save.

After this, the team will have two owners — you and the assigned member.

Step 3. Demote yourself to a member

To finally leave the owner role, in the Members tab click ⋮ on your own row, select Change role, and demote yourself to the desired role (for example, "Member").

Only after these three steps does the former owner lose ownership rights, and the new one fully receives them.

How to remove a member from a team?

1. Open the Members tab inside the team.
2. Click the ⋮ icon next to the member.
3. Select Remove member — this excludes them from the team.

How to change a member's role?

1. Open the Members tab inside the team.
2. Click the ⋮ icon next to the member.
3. Select Change role — this changes the member's role.

How to change the team name?

1. Open the Settings tab inside the team.
2. In the General settings block, change the value of the Team name field.
3. Click Save.

How to leave a team?

1. Open the Settings tab → Danger zone block.
2. Click Leave team.

If you are the only owner of the team, the button will be disabled with a warning: "You are the owner of this team. Assign another owner before leaving the team." In that case, first complete the ownership transfer flow above.

How to archive a team?

1. Open the Settings tab → Danger zone block.
2. Click Archive team.

The team will be archived, but its data will be preserved.