Teams

Teams in Infa enable collaboration by allowing multiple users to work together on boards. Teams are the primary billing and management entity for collaborative work. Teams are part of the Team plan, and your first team starts with a 14-day free trial.

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What are Teams?

Teams are collaborative workspaces where multiple users can:

• Share and collaborate on boards
• Invite team members with different permission levels
• Manage billing and editor seats
• Organize work across multiple boards

Every user has a personal team by default for individual work. When you need collaboration, you can create an actual team. Creating your first team starts a 14-day free trial of the Team plan.

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Creating a Team

To create a new team:

1. Navigate to Your Dashboard

   • Go to your dashboard
   • Click on the team selector at the top
   • Select Create Team

2. Enter Team Details

   • Enter your team name
   • Choose your initial editor seats (1 to 100). Viewers are free, and you can change seats later
   • Pick a billing period: Monthly, Quarterly, or Yearly
   • The dialog shows the total you pay per billing period once your trial ends

3. Start Your Free Trial

   • Click Start 14-day free trial to open Stripe Checkout and add a payment method
   • Nothing is charged until the trial ends, and you can cancel anytime before then
   • If your account has already used a team trial, the button reads Create team & subscribe and billing starts right away

4. Start Managing Your Team

   • Once created, you are the team owner and hold the Team Admin role
   • You can immediately start inviting team members
   • Create team boards that support collaboration

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Team Settings

Access your team settings to manage:

• Members: Invite, remove, and manage team members
• Billing: View subscription, manage seats, and update payment
• Team Information: Update team name and details

Navigate to team settings by going to /t/[team-id]/settings or clicking on your team name in the dashboard.

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Team Roles

Teams have three main roles:

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Team Admin

• Billing Responsibility: Manages the Stripe subscription and seat allocation. The team owner and every member with the Team Admin role can manage billing
• Special Access: Full editor access to ALL team boards without approvals
• Permissions: Create and manage team, invite/remove members, assign editor seats, manage billing

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Editor

• Cost: Paid seat (billed per editor)
• Access: Can edit boards they have access to
• Requirements: Must be a full team member with an assigned editor seat

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Viewer

• Cost: Free (unlimited)
• Access: Can view boards they have access to
• Limitations: Cannot edit boards or invite others

For detailed information about permissions and roles, see Permissions & Team Collaboration.

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Team vs Personal Team

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Personal Team

• Every user has one by default
• Single user workspace
• Boards are private to you
• Cannot invite team members
• No billing required

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Actual Team

• Created with Create Team, which starts a 14-day free trial of the Team plan
• Multiple users can collaborate
• Boards can be shared with team members
• Supports inviting team members
• Requires an active Team plan subscription once the trial ends

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Managing Team Members

As a Team Admin, you can:

• Invite Members: Add team members via email invitation
• Assign Roles: Set members as Editors or Viewers
• Manage Seats: Assign or revoke editor seats
• Remove Members: Remove team members when needed

For step-by-step instructions, see Inviting People to Teams.

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Team Boards

Teams can have unlimited boards. Boards created within a team:

• Can be shared with team members
• Support multiple collaborators
• Can be set as team-wide visible or private
• Enable collaboration and sharing

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Billing and Seats

• 14-day free trial: Your first team starts with a 14-day free trial (one team trial per account). Billing begins when the trial ends unless you cancel first
• Unlimited Boards: Create as many boards as you need
• Unlimited Viewers: Add viewers at no extra cost
• Pay for Editors: Only charged for editor seats
• Flexible Seating: Add or remove editor seats as needed

After the trial, the Team plan is billed per editor seat for the billing period you chose:

Both the team owner and members with the Team Admin role can manage billing. Open your team settings and go to the Billing tab to:

• See your plan and billing status
• Click Manage Subscription to open the Stripe customer portal, where you can update your payment method, view invoices, or cancel
• Click Start 14-day free trial if your team does not have a subscription yet. The Billing tab starts subscriptions on the monthly plan. Once your account has used a team trial, the button reads Start subscription and billing starts right away

Other team members cannot start or change the team's subscription.

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Related Topics

• Permissions & Team Collaboration - Learn about permissions, roles, and team collaboration
• Inviting People to Teams - Step-by-step guide to inviting team members
• Inviting People to Boards - Learn how to share boards with team members
• Managing Subscription - Learn about subscription management