Creating a Team

Create a team to collaborate with colleagues on your analytics. Teams allow multiple people to access and manage your Zenovay websites.

What Is a Team?

A team (organization) in Zenovay:

• Groups multiple users together
• Shares access to websites
• Centralizes billing
• Enables collaboration

Team Limits by Plan

Plan	Team Members	Teams
Free	2	1
Pro	10	1
Scale	50	5
Enterprise	Unlimited	Unlimited

Creating Your First Team

Step 1: Access Team Settings

1. Log in to your Zenovay dashboard
2. Click your profile icon (top right)
3. Select "Create Team"

Step 2: Enter Team Details

Provide team information:

Field	Description	Required
Team Name	Your organization name	Yes
Team Slug	URL-friendly identifier	Yes
Description	Brief team description	No

Step 3: Configure Settings

Choose initial settings:

• Timezone: Default for reports
• Currency: For revenue tracking
• Logo: Team branding (optional)

Step 4: Confirm Creation

1. Review your settings
2. Click "Create Team"
3. Team is ready to use

After Creating a Team

Your Team Dashboard

Once created, you'll see:

┌─────────────────────────────────────────────────────┐
│ Acme Analytics Team                                 │
│ ─────────────────────────────────────────────────── │
│                                                     │
│ Members: 1 (you)                                    │
│ Websites: 0                                         │
│ Plan: Free                                          │
│                                                     │
│ Quick Actions:                                      │
│ [+ Add Website] [+ Invite Member]                   │
│                                                     │
└─────────────────────────────────────────────────────┘

Next Steps

After creating your team:

1. Add a website - Set up tracking
2. Invite members - Bring in colleagues
3. Configure roles - Set permissions

Team vs Personal Account

Feature	Personal	Team
Users	Just you	Multiple
Billing	Individual	Centralized
Websites	Your own	Shared access
Permissions	Full access	Role-based
Audit logs	Basic	Detailed

Converting Personal to Team

If you started with a personal account:

1. Go to Settings → Team tab
2. Click "Convert to Team"
3. Your websites transfer automatically
4. Invite team members

Your data and settings are preserved.

Team Structure

Owner

The team creator is the owner:

• Full administrative access
• Billing management
• Can transfer ownership
• Cannot be removed

Members

Invited users can be:

• Admins (full access)
• Editors (modify data)
• Viewers (read-only)

See Role-Based Access for details.

Naming Your Team

Best Practices

Choose a name that:

• Reflects your organization
• Is easy to identify
• Won't need frequent changes

Examples

Good	Why
Acme Inc	Company name
Marketing Analytics	Department focus
Product Team	Team name

Changing Later

You can rename your team:

1. Go to Settings → Team tab
2. Edit team name
3. Save changes

The team slug (URL) cannot be changed after creation.

Team Billing

How Billing Works

• One subscription per team
• Owner manages billing
• All members share the plan
• Websites count toward team limit

Upgrading

To upgrade your team:

1. Go to Settings → Billing
2. Select new plan
3. Complete payment
4. Limits increase immediately

Multiple Teams

Scale Plan

Create additional teams for:

• Different departments
• Client work (agencies)
• Separate projects

Creating Another Team

1. Click team name dropdown
2. Select "Create New Team"
3. Follow setup steps

Switching Teams

To switch between teams:

1. Click team name in header
2. Select from dropdown
3. Dashboard updates

Team Security

Default Settings

New teams have:

• Email verification required
• Session timeout (30 days)
• Basic audit logging

Enhanced Security

Scale Plan

Scale and Enterprise teams can enable:

• SSO/SAML authentication
• Enforced MFA
• IP restrictions
• Custom session timeouts

Troubleshooting

Can't Create Team

If team creation fails:

• Verify email is confirmed
• Check plan allows teams
• Try different team slug

Team Slug Taken

If your preferred slug is unavailable:

• Try adding numbers
• Use abbreviation
• Add location/department

Need More Members

If you've hit member limits:

• Upgrade your plan
• Remove inactive members
• Contact sales for custom limits

Next Steps

• Invite team members
• Set up roles and permissions
• Configure organization settings