> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lindy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Teams Collaboration

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    <video src="https://mintcdn.com/lindyai/aZLeG0KVxZc0yYx4/lindy-brand-assets/workspace.mp4?fit=max&auto=format&n=aZLeG0KVxZc0yYx4&q=85&s=f300a49ea1bfcc27de73019bda4a3ccf" width="600" autoPlay muted loop playsInline style={{ display: 'block', width: '100%', borderRadius: '16px' }} data-path="lindy-brand-assets/workspace.mp4" />
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<br />

In this guide, you'll learn how to set up and run a Lindy workspace for your team.

## Lindy for Teams

Lindy for Teams lets you **invite people to your workspace** and **share billing** across the team. Each member runs their own Lindy on a Plus, Pro, or Max plan, billed centrally to the workspace.

## Inviting Members

To invite someone new, click your **workspace name in the top-left**. Just below your name, choose **Invite a member**.

In the invite dialog you can:

* Enter one or more **email addresses** (separate multiple emails with spaces)
* Pick a **role**: Member or Admin
* Pick a **plan**: Plus, Pro, or Max
* Click **Send invite**

As soon as you invite someone, their plan is added to the workspace and your workspace credits increase to reflect the additional plan. Your existing members and permissions stay the same.

<Frame>
  <img src="https://mintcdn.com/lindyai/yGVkrOst97VFhD5p/lindy-brand-assets/invite%20members%20june%2011.png?fit=max&auto=format&n=yGVkrOst97VFhD5p&q=85&s=503277c1623efcddba0dee594868987f" alt="Invite members dialog with Email addresses, Role, and Plan dropdown showing Plus, Pro, and Max options with prices" width="997" height="786" data-path="lindy-brand-assets/invite members june 11.png" />
</Frame>

## Workspace Settings

To manage settings, click your **workspace name in the top-left → Settings**. The settings page has three tabs under **Workspace**:

* **Settings** — workspace name, URL, and logo
* **Billing** — payment method, subscription, and team spend
* **Members and Groups** — add members, modify roles, and set credit allocations per teammate

<Frame>
  <img src="https://mintcdn.com/lindyai/yGVkrOst97VFhD5p/lindy-brand-assets/Members%20and%20groups%20in%20settings%20june%2011.png?fit=max&auto=format&n=yGVkrOst97VFhD5p&q=85&s=38481643cf4e1b802f358ddf2a894ada" alt="Workspace settings sidebar showing Settings, Billing, and Members and groups under the Workspace section" width="708" height="864" data-path="lindy-brand-assets/Members and groups in settings june 11.png" />
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## Roles and Permissions

There are three workspace roles:

* **Owner**: Full control over the workspace — manage the payment method, change settings, transfer ownership, and delete the workspace
* **Admin**: Manage team members, the subscription, and spend allocation — cannot delete the workspace or transfer ownership
* **Member**: Standard workspace access — cannot manage billing or team settings

## Allocating Credits

Admins and owners can set credit limits for each teammate, capping how many credits they can use each month. Manage allocations in **Workspace name → Settings → Members and Groups**.

<Note>
  We can only stop credit usage after the limit has been exceeded, not at the exact threshold. For example, if a teammate's limit is 100 credits and they've used 90, a task that costs 50 credits will still run to completion — but no further credit usage will be allowed afterward.
</Note>

<Frame>
  <img src="https://mintcdn.com/lindyai/yGVkrOst97VFhD5p/lindy-brand-assets/edit%20credit%20limit%20june%2011.png?fit=max&auto=format&n=yGVkrOst97VFhD5p&q=85&s=ed4eadeed9617ef98ae829e8729c3b04" alt="Members table in Members and Groups with per-row menu showing 'Edit credit limit' and 'Deactivate membership' options" width="958" height="679" data-path="lindy-brand-assets/edit credit limit june 11.png" />
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## Transferring Workspace Ownership

Owners are the only ones who can manage the payment method, change the workspace name and logo, and delete the workspace. Owners can transfer ownership by clicking the role dropdown next to a member's or admin's name and changing their role to **Owner**.

<Frame>
  <img src="https://mintcdn.com/lindyai/zlWlBzvDB_t5k4PF/lindy-brand-assets/teams3.1.png?fit=max&auto=format&n=zlWlBzvDB_t5k4PF&q=85&s=44252e471a0c268c99e507770ce2d3ff" alt="Transferring workspace ownership interface" width="1296" height="1058" data-path="lindy-brand-assets/teams3.1.png" />
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If the workspace owner leaves the workspace, they'll be asked to transfer ownership to a new owner first.

## Leaving a Workspace

You can leave a workspace by clicking the **…** menu next to a workspace in the top-left dropdown.

<Frame>
  <img src="https://mintcdn.com/lindyai/zlWlBzvDB_t5k4PF/lindy-brand-assets/teams4.png?fit=max&auto=format&n=zlWlBzvDB_t5k4PF&q=85&s=84a249ce01146b5cfdf942692c0a8c49" alt="Leaving workspace from dropdown menu" width="200" data-path="lindy-brand-assets/teams4.png" />
</Frame>

You can also leave a workspace from your workspace settings.

<Frame>
  <img src="https://mintcdn.com/lindyai/zlWlBzvDB_t5k4PF/lindy-brand-assets/teams5.png?fit=max&auto=format&n=zlWlBzvDB_t5k4PF&q=85&s=7ee850e297b41e2ba38e56ba4ad1a125" alt="Leaving workspace from settings" width="1152" height="1128" data-path="lindy-brand-assets/teams5.png" />
</Frame>

## Next Steps

<CardGroup cols={2}>
  <Card title="Credits" icon="coins" href="/account-billing/credits">
    Understand how credits work across team workspaces
  </Card>

  <Card title="Credit Optimization" icon="badge-percent" href="/account-billing/credit-optimizations">
    Optimize credit usage across your team workspaces
  </Card>
</CardGroup>
