Teams

Documentation Index

Fetch the complete documentation index at: https://docs.buildwithtrace.com/llms.txt

Use this file to discover all available pages before exploring further.

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Why Teams?

Trace Teams gives your engineering group shared AI capacity, centralized billing, and a direct connection to manufacturing partners. Each member gets their own AI quota while sharing component libraries and design conventions. Instead of managing individual subscriptions across your team, one owner controls billing, membership, and access — while every engineer gets the full Trace AI experience scoped to their seat.

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Quick Start

Get your team up and running in under two minutes:

1. Go to Dashboard → Team in the sidebar
2. Enter a team name and click Create Team
3. Invite members by email (choose their role: Member or Admin)
4. Members click the invite link in their email to join
5. Switch between personal and team workspace using the workspace switcher in the sidebar

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Plans and Pricing

Yearly billing is available at approximately 20% off monthly pricing. Each team member receives the same AI modes and capabilities as the corresponding individual plan (Pro or Ultra). The difference is centralized billing and shared workspace visibility.

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Roles and Permissions

Every team member has one of three roles: Owner, Admin, or Member.

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Changing Roles

The team owner can promote a member to admin or demote an admin to member:

1. Go to Dashboard → Team
2. Find the member in the list
3. Click the role dropdown next to their name
4. Select the new role

Admins can promote members to admin but cannot demote other admins — only the owner can do that.

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Access Levels

Access levels control what a team member can do within the workspace, independent of their role:

• Full access is the default for all new members. They can use all AI tools (agent mode, plan mode, ask mode) and design freely within their quota.
• View-only members can view team projects and orders but cannot use AI design tools. Useful for stakeholders, managers, or reviewers who need visibility without consuming AI quota.

Access levels are set by the team owner and can be changed at any time from the team management page.

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Invite Policy

The invite policy controls who can send invitations to new members: The Owner Only policy is useful for teams that want tight control over membership growth. Only the team owner can change the invite policy from Dashboard → Team → Settings.

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Inviting Members

1. Go to Dashboard → Team
2. Enter the email address of the person you want to invite
3. Choose their role: Member or Admin
4. Click Send Invite

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How Invites Work

• Invites are sent via email from hello@buildwithtrace.com
• Links expire after 7 days
• The invitee must sign in with the exact email address the invite was sent to
• If the invitee signs in with a different email, a warning appears on the join page explaining the mismatch
• Re-inviting the same email generates a new link and invalidates the old one
• Pending invites can be viewed and revoked by admins and owners from the team page

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Seat Limits

Each team plan includes a seat limit (default: 5 members). If you attempt to invite beyond the limit:

• The invite will fail with a “Seat limit reached” error
• Upgrade your team plan or remove inactive members to free up seats
• Seat count is automatically synced with Stripe when members join or leave

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Workspace Switching

The workspace switcher in the dashboard sidebar lets you toggle between Personal and Team views:

• Personal workspace: Shows your individual projects, your personal AI quota, and your own orders
• Team workspace: Shows all team members’ shared projects, aggregated usage, team billing, and team orders

The workspace you’re in determines which context the AI operates in when you use the desktop app.

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What Changes When You Switch

Your workspace preference persists across sessions and survives logout/login.

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Billing

Team billing is straightforward:

• Per-seat pricing — Each member counts as one seat. You pay per seat per month (or year).
• Automatic adjustment — Adding or removing members automatically adjusts the next invoice. Stripe quantity syncs on every membership change.
• Individual quotas — Each member gets their own AI budget inherited from the team plan tier. One heavy user won’t exhaust another member’s quota.
• Owner manages billing — Only the team owner can access Dashboard → Team → Billing to manage the subscription, view invoices, and update payment methods.
• Stripe checkout — Plan upgrades go through Stripe checkout. The owner can also access the Stripe billing portal for invoices, payment method changes, and cancellation.

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What Happens to Members’ Plans

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Leaving a Team

Members can leave voluntarily:

1. Go to Dashboard → Team
2. Scroll to the bottom and click Leave Team
3. Confirm in the dialog

Your personal projects remain yours. You’ll lose access to team-scoped projects and your plan reverts to Free.

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Removing Members

Admins and owners can remove members:

1. Go to Dashboard → Team
2. Find the member in the list
3. Click the remove button (trash icon)
4. Confirm in the dialog

Removed members:

• Receive an email notification about their removal
• Immediately lose access to the team workspace
• Revert to the Free plan
• Retain their personal projects

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Deleting a Team

Only the team owner can delete a team:

1. Go to Dashboard → Team
2. Click Delete Team at the bottom of the settings section
3. Confirm the deletion

When a team is deleted:

• All members are notified via email
• All members revert to the Free plan
• The Stripe subscription is canceled
• Team-scoped projects are no longer accessible under the team workspace (members retain their own personal projects)

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Troubleshooting

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Coming Soon

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Bring Your Own Manufacturer

Connect your own PCB fabrication or assembly partner to Trace. Ask your manufacturer to expose their partner API (quoting, DFM rules, order submission) and Trace handles the integration. Your manufacturer, your rules, validated in real time during design. This means:

• Your team’s designs validate against YOUR manufacturer’s specific process capabilities
• Submit directly to your fab from inside Trace
• DFM rules update automatically as your manufacturer changes their processes
• No need to use only Trace’s built-in partners

Contact us at hello@buildwithtrace.com to start the integration process with your manufacturer.

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Next Steps

• Learn about Plan Mode — Trace’s multi-step AI design workflow
• Billing & Plans — Detailed plan comparison and subscription management
• One-Click Manufacturing — Order PCBs directly from Trace