How to create a team and invite members

The Team plan lets you work together in a shared workspace, where you can invite people, manage their access, and share notes with your team. Starting a team and managing billing is done by the team owner.

Starting a team

Click the gear icon and select Settings, then open the Billing tab. Click Start a Team, or Upgrade to Team if you are already on the Premium plan, and complete checkout. The Team plan includes 5 seats and a shared pool of notes.

Inviting members

Once your team is active, open the Team tab in Settings and find Invite people. Enter the person’s name, choose a role of Member or Admin, and click Create invite link. Send the link to the person you are inviting. Each invite link can be used once and expires in 7 days.

Pending invites appear in the Team tab, where you can Copy link to share it again or Revoke it to cancel the invitation.