Account Setup - Team

Overview

A team account creates a shared workspace where multiple people can collaborate on projects. The person who creates the team becomes the owner and can invite others, assign roles, and manage billing. Team workspaces are ideal for product teams, agencies, and any group that needs to stay aligned on project planning.

Step 1: Choose Team Account

1. Navigate to the AlphaTales sign-up page.
2. At the top of the form, toggle from Individual to Team.
3. A note beneath the toggle confirms you are creating a shared workspace. You can switch back to Individual at any time.

Step 2: Enter Team Lead Details

The sign-up form asks for the following:

• First name -- Your given name (the team lead).
• Last name -- Your family name.
• Email address -- The email for the team owner account. This will receive verification codes and team notifications.
• Company name -- The name of your organization or team. This becomes the workspace name and is visible to all members. You can change it later.

Tip: Pick a company name your entire team will recognize. It appears in the sidebar and team management pages.

Step 3: Choose a Sign-Up Method

Just like individual accounts, you can sign up in two ways:

Option A: Email Sign-Up

Click Create team. AlphaTales will send a 6-digit verification code to the email you provided. Enter the code on the verification page to confirm your identity.

Option B: Social Sign-Up

Click Google or Microsoft below the form. Your name and email are populated from that account. You will still need to enter your Company name before the team is created.

Step 4: Verify Your Email

If you signed up via email, check your inbox for the 6-digit verification code.

1. Enter the code on the verification screen.
2. Click Verify to activate your team workspace.

Warning: Make sure to check your spam folder if the verification email does not arrive within a few minutes.

Social sign-ups may skip this step if your email is already verified.

Step 5: Configure Billing

After verification, you will be asked to choose a subscription plan for your team. Team plans include pooled AI credits that are shared across all members, with per-user limits to keep usage fair.

Key billing details:

• Seat-based pricing -- You pay per team member.
• Pooled AI credits -- Credits are distributed evenly among active seats.
• Centralized management -- Only owners and admins can change the plan or add seats.

You can start on a free plan and upgrade when your team is ready.

Step 6: Invite Your First Members

Once the workspace is active, you can invite teammates:

1. Open the sidebar and look for the Invite Team quick action, or navigate to the Teams page.
2. Enter email addresses of the people you want to invite.
3. Each invitee receives an email with a link to join your workspace.

Understanding Roles

Team members are assigned one of the following roles:

Role	Permissions
Owner	Full access, billing, team management, all projects
Admin	Team management, project creation, member invites
Member	View and contribute to assigned projects
Viewer	Read-only access to shared projects

Owners and admins can change roles at any time from the Teams page.

Step 7: Explore Your Workspace

After setup, you land on the Projects page. The sidebar shows your plan and AI credit usage. Team-specific navigation items (like Teams) appear automatically for owners and admins.

Tip: Individual accounts do not see the Teams navigation item. If you need team features later, you can convert your account from your settings.

Next Steps

• Understand the Dashboard to learn the layout of your workspace.
• Create Your First Project and assign it to your team.