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Working with Teams

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1. What Is a Team?

A Team is a private workspace where every member:

  • Sees the same database connections
  • Keeps their own chats and history
  • Shares the plan’s API credits and seat-based billing
  • Gains access according to their role: Owner or Member

Seat price: $29 USD / seat / month or $239 USD / seat / year (added or removed seats are prorated automatically)

2. Inviting Coworkers

Requirement: Only Team Owners on the Pro plan (or Pro trial) can invite members.

  1. Go to Settings → Team & Billing

  2. Click “Add New Member”

  3. Enter their email address and check the pricing consent box

  4. Click Add Member

    • Existing text2sql.ai user? They’re added immediately.
    • New to text2sql.ai? We email them an invite link.

🎉 A toast confirms the invite and your subscription automatically adds one seat.

3. Switching Between Teams

If you belong to multiple teams, simply:

  1. Click the Team Selector at the top of the app.

  2. Pick another team from the list.

    • Your connections list, chats, and usage instantly refresh for the selected team.

4. Removing a Member

  1. In Settings → Team & Billing, locate the member in the table.
  2. Click the trash-can icon → confirm removal.
  3. The seat count drops at the start of the next billing cycle (no mid-cycle refunds).

Owners cannot remove themselves.

5. Renaming Your Team

  1. In Settings → Team & Billing, click the pencil next to the team name.
  2. Enter the new name and save—visible to all members instantly.

6. Understanding Billing

ActionWhen am I charged?What you’ll see
Create TeamNo extra fee (owner’s seat is already counted)Plan unchanged
Add MemberProrated immediately for the remainder of the current cycleStripe invoice shows “+1 seat” line item
Remove MemberSeat credit applied at next renewalQuantity decreases on next invoice

All seats share the same API credits and unlimited message allowance (on Pro).

8. Roles & Permissions

RoleCan invite/remove peopleCan rename teamCan delete connectionsBilled seat?
Owner✅✅✅✅
Member❌❌✅ (to their access level)✅

9. Best Practices

  1. Grant read-only DB users Minimise risk: connect using database roles with limited permissions.
  2. Comment your schema Shared comments help every teammate (and the AI) understand your data.
  3. Review seats monthly Remove ex-employees before the next renewal to avoid unneeded charges.

10. Troubleshooting

IssueFix
“Add Member” button disabledYou’re on the Free/Basic plan or not the owner—upgrade or contact the owner.
Invite email not receivedAsk the recipient to check spam/junk, or resend by removing & re-inviting.
Member can’t see connectionsEnsure they’re in the correct team (check the Team Selector).
Owner leaving the companyTransfer ownership: invite new owner, contact support to migrate if needed.

Still have questions? Drop us a line at support@text2sql.ai and we’ll be happy to help your team query smarter—together!