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User guide

Using Team workspaces

Teams are for shared cases, roles, seats, comments, and team billing. Team Starter includes a base seat allowance and optional paid extra seats.

Pro versus Teams

Pro is the solo workspace. Teams include the case workspace features plus collaboration, seats, and shared case access.

Roles

Team Admins manage billing and users. Case Managers coordinate shared work. Analysts contribute lookups and notes. Viewers can review assigned information.

Seats

Team Starter includes the configured number of base seats. Additional seats can be billed through Stripe when enabled.