General
Team Name
Your team name appears throughout the application in navigation and headers. Update it anytime without affecting your projects or data.Logo and Icon
Upload your company logo and icon to brand your workspace. See Customising Your Brand for full details on branding options including colour palettes, logos, icons, and custom domains.Primary Colour
Choose a colour palette for buttons, links, charts, and UI accents across your workspace. Nine palettes are available: Blue, Indigo, Purple, Red, Orange, Yellow, Green, Teal, and Slate.Default Country
Set a default country for your team. When team members create new projects, this country will be pre-selected, saving time and ensuring consistency.Default Prompt Limit
Set the maximum number of prompts allowed per project. This is a team-wide default that controls resource consumption. Individual projects inherit this limit unless overridden.User Auto-Provisioning
Automatically add users to your team when they sign in with Google or Microsoft using a matching email domain.- Enable the User Auto-Provisioning checkbox
- Choose a default role for auto-provisioned users (Admin, Member, or Viewer)
- Add one or more email domains (e.g.
company.com)
Free email domains (gmail.com, outlook.com, etc.) are blocked to prevent unintended access.
Maximum Schedule Frequency
Control how frequently team members can schedule data collection:| Setting | Members Can Choose |
|---|---|
| Daily | Daily, Weekly, Monthly, or Manual |
| Weekly | Weekly, Monthly, or Manual |
| Monthly | Monthly or Manual |
| One-off | Manual only |
Members
Roles
| Role | Capabilities |
|---|---|
| Owner | Full control including ownership transfer and billing |
| Admin | Manage settings, members, and all projects |
| Member | Create and manage projects, cannot manage team settings |
| Viewer | Read-only access to projects |
Inviting Members
- Click Invite Member
- Enter their name, email, and select a role
- Click Send Invitation
Managing Members
From the actions menu (three dots) on any member row:- Change Role — promote or demote (except the Owner)
- Resend Invitation — for pending members who didn’t receive the email
- Transfer Ownership — make another member the Owner (you become Admin)
- Remove from Team — revoke all access immediately
Usage
The Usage tab provides a detailed view of credit consumption across your team. See Usage & Credits for full details, or How Credits Work to understand the credit system.Tips
Brand Your Workspace
Upload your logo and select your brand colour to make the platform feel like your own. See Customising Your Brand for the full guide.
Control Costs
Use the maximum schedule frequency and prompt limits to prevent unexpected credit usage. Review the Usage page regularly.
Principle of Least Privilege
Assign Viewer roles to stakeholders who only need to see reports, and Member roles to those who actively manage projects.