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Learn · Teams and admins · Lesson 1 of 5

Set up a team

You willStart a Team plan, invite the people you work with, and put projects in the team space.
Time4 min
You needA Plotlay account (Sign in, top right). The Team plan is A$99 a month for 5 people.

Try it in Plotlay → Opens an example project with this lesson beside it. Nothing to install.

Steps

  1. Sign in, then choose Account (your initial, top right) to open Your account.
  2. Under Teams, choose See the Team plan. Set how many People (5 are included, each extra person is A$19 a month), then Start a team, name it and pay.
    The Team plan card: A$99 a month for 5 people, People set to 7, A$137 a month for 7 people, and Start a team.
  3. Once the plan is active, the team shows under Teams in Your account with its seats, such as 3 of 5 seats.
  4. Type a teammate’s email, pick their role (Owner, Editor or Viewer) and choose Invite. Copy link sends the invite yourself; Cancel withdraws it.
    The Example Studio team in Your account: 3 of 5 seats, two members and a pending invite, with an email box, a role list and Invite.
  5. Put a project in the team: open it, choose Share, and under Team space pick the team. Everyone in the team can then open it.

Tips

  • Editors open and edit team projects; Viewers open them read-only; Owners also manage the team and billing.
  • An invite counts against your seats until it is accepted or expires, so cancel ones you no longer need.

Common mistakes

  • Inviting people before the plan is active: a team with no paid seats can’t invite anyone yet.
  • Expecting teammates to see your other projects: only projects you put in the Team space are shared with the team.
Check yourself

You started a team and invited Sam as an Editor. Sam can’t see your kitchen project. Why?

Related lessons

Invite guests to a projectGive one person view, comment or edit access to a single project, and change or end it later.3 minPlans and limitsKnow what each plan includes, what sharing it pays for, and where to change plan.3 minShare a project with a linkSend a link that opens the project where you want, for as long as you choose.3 min

Steps checked in the app on 14 October 2026.