Teams basics

Creating a team

When you first sign up with telefi, you will notice that your email is written in a button on the left side of the top bar. When you click on this button, you can create a team to have others view and pull data on your behalf. After clicking "Create new team", a popup will show on the center of the screen where you can enter a new team name and create it. Once a team is created, you will see the option appear in the dropdown list where you first began creating the team. Click on this name and we can explore more functionality you get with this new team.

Team billing

You may notice when you check your billing information, there are no credit cards or credits on your account. This is intentional as we create an altogether different billing account for the team. You will need to add a new card and purchase credits for the team account separately.

Adding to the team

When you are signed in to a team account and have the necessary permissions, you will see a team button appear on the bottom list of buttons on the sidebar. Clicking on this will show you a view of all of your team members. At first, you will only see yourself and that you are an admin for the team. There must always be at least one admin for a given team.

Let's add a new team member. Click on the button on the top right labelled "Invite member". You will be prompted to enter a name, email, and a role. We'll discuss roles in another guide but for now, leave it as admin and input the requested information. This will send an email to the email you provided inviting a team member in. They will need to click on the link and create a telefi account if they do not already have one. Once they have accepted, you will see their status on the team members change from pending invite into a regular team member looking similar to the entry for your user.