Team Accounts

Team accounts allow organisations to collaborate on environmental due diligence within a shared workspace.

Personal vs Team Accounts

Personal Account

When you sign up for Enviro-D, you get a personal account:

• Individual workspace
• Your own credit balance
• Your own searches and reports
• Only accessible by you

Team Account

Team accounts provide shared workspaces:

• Shared credit pool
• Shared searches and reports
• Multiple team members
• Role-based access
• Centralised billing

Creating a Team

Step 1: Access Team Settings

1. Log into Enviro-D
2. Click your account menu (top right)
3. Select Create Team or navigate to Teams

Step 2: Set Up Your Team

1. Enter a team name (e.g., "ABC Real Estate")
2. Add a team description (optional)
3. Choose a team slug (URL-friendly identifier)
4. Click Create Team

Step 3: Configure Settings

After creation, configure:

• Team logo (optional)
• Billing details
• Initial credit purchase
• Notification preferences

Inviting Team Members

Sending Invitations

1. Navigate to your team workspace
2. Click Settings > Members
3. Click Invite Member
4. Enter their email address
5. Select their role
6. Click Send Invitation

Invitation Process

Invited members receive:

1. Email invitation to join
2. Link to accept or decline
3. Account creation prompt (if new to Enviro-D)
4. Access to the team workspace upon acceptance

Team Roles

Member

Standard team member:

• View team searches and reports
• Generate reports using team credits
• Save searches to team workspace
• Share reports with team

Admin

Team administrator:

• All Member permissions, plus:
• Invite and remove members
• Manage member roles
• View credit usage by member
• Access billing information

Owner

Team owner (creator):

• All Admin permissions, plus:
• Delete the team
• Transfer ownership
• Cannot be removed by others

Working in a Team

Shared Searches

Team members can:

• View searches saved by any team member
• Add to or modify shared searches
• Generate reports from any team search
• Collaborate on property assessments

Shared Reports

All team reports are accessible to members:

• View any team-generated report
• Download PDFs
• Share report links
• See who generated each report

Credit Pool

Teams share a single credit balance:

• Any member can use credits for reports
• Credits purchased go to team pool
• Usage is tracked by member
• Balance visible to all members

Managing Team Members

Viewing Members

Navigate to Settings > Members to see:

• All team members
• Their roles
• When they joined
• Their activity (credits used, reports generated)

Changing Roles

Admins and Owners can:

1. Click on a member's name
2. Select Change Role
3. Choose the new role
4. Confirm the change

Removing Members

To remove a member:

1. Click on the member's name
2. Select Remove from Team
3. Confirm removal

Removed members:

• Immediately lose access
• Cannot view team searches or reports
• Retain access to their personal account

Team Billing

Centralised Billing

Team billing is managed by Admins and Owners:

• Purchase credits for the team
• View all purchase history
• Download invoices
• Update payment methods

Usage Tracking

Track team credit usage:

• Total credits used
• Usage by member
• Reports generated
• Usage trends over time

Billing Visibility

Switching Between Workspaces

If you belong to multiple teams:

1. Click your account menu
2. Select Switch Workspace
3. Choose your personal account or a team
4. The workspace changes immediately

Your personal account always remains separate.

Team Security

Access Control

• Members only see team content
• Personal accounts remain private
• Team data doesn't cross to personal
• Removal immediately revokes access

Audit Trail

Team activities are logged:

• Member additions and removals
• Role changes
• Credit purchases
• Report generation

Deleting a Team

Only the Owner can delete a team:

1. Navigate to Settings > Team Settings
2. Scroll to Danger Zone
3. Click Delete Team
4. Confirm by typing the team name

Deletion is permanent:

• All team data is removed
• Searches and reports are deleted
• Credits cannot be recovered
• Members lose access immediately

Consider transferring ownership rather than deleting if the team should continue.