> ## 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.

# Teams

> Shared AI capacity, centralized billing, and collaborative PCB design for engineering teams.

## 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.

## 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

<Tip>
  Your team logo is automatically resolved from your team name. If no logo is found, your team's initial is displayed in the workspace switcher.
</Tip>

## Plans and Pricing

| Plan           | Price               | Best For                                                |
| -------------- | ------------------- | ------------------------------------------------------- |
| **Pro Team**   | \$199.99/seat/month | Growing teams that need agent and plan mode             |
| **Ultra Team** | \$399.99/seat/month | Production teams with heavy AI usage                    |
| **Enterprise** | Custom              | Organizations with compliance, SSO, or on-premise needs |

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.

<Note>
  Visit [buildwithtrace.com/pricing](https://buildwithtrace.com/pricing) for current pricing. Enterprise customers can [book a call](https://cal.com/buildwithtrace/enterprise) to discuss custom requirements.
</Note>

## Roles and Permissions

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

| Permission           | Owner     | Admin                  | Member |
| -------------------- | --------- | ---------------------- | ------ |
| Invite members       | Yes       | Yes (if policy allows) | No     |
| Remove members       | Yes       | Yes                    | No     |
| Change roles         | Yes (all) | Yes (to member only)   | No     |
| Change access levels | Yes       | No                     | No     |
| Update team settings | Yes       | Yes                    | No     |
| Change invite policy | Yes       | No                     | No     |
| Delete team          | Yes       | No                     | No     |
| Manage billing       | Yes       | No                     | No     |
| Use AI design tools  | Yes       | Yes                    | Yes    |

### 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.

<Note>
  You cannot change your own role. Ownership transfer requires deleting the team and recreating it, or contacting support.
</Note>

## Access Levels

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

| Access Level    | AI Tools               | View Projects | Manage Team   |
| --------------- | ---------------------- | ------------- | ------------- |
| **Full access** | Yes (agent, plan, ask) | Yes           | Based on role |
| **View-only**   | No                     | Yes           | Based on 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.

<Warning>
  Only the team owner can change access levels. Admins cannot modify access levels for themselves or others. Users cannot change their own access level.
</Warning>

## Invite Policy

The invite policy controls who can send invitations to new members:

| Policy                        | Who Can Invite                                 |
| ----------------------------- | ---------------------------------------------- |
| **Admin and Owner** (default) | Both admins and the owner can send invitations |
| **Owner Only**                | Only the team owner can send invitations       |

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**.

## 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**

### 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

### 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

<Tip>
  Need more seats? Contact support or upgrade your plan. Enterprise plans have custom seat limits.
</Tip>

## 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.

### What Changes When You Switch

| Page         | Personal                | Team                                                      |
| ------------ | ----------------------- | --------------------------------------------------------- |
| **Projects** | Your conversations only | All team members' conversations                           |
| **Usage**    | Your token usage        | Team-workspace usage + per-member breakdown (admin/owner) |
| **Orders**   | Your PCB orders         | All team members' orders                                  |
| **Billing**  | Your personal plan      | Team subscription context                                 |
| **Settings** | Always personal         | Always personal                                           |

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

<Note>
  Team usage only counts work done in the **team workspace** — a member's personal projects never appear in the team usage view. Usage from before per-workspace attribution was introduced (June 2026) is not included in team totals.
</Note>

<Note>
  Version history restore is always limited to the project's owner. Teammates can view a shared project and its conversation, but only the member who owns the project can roll its files back to an earlier version.
</Note>

<Note>
  Team-scoped project creation from the desktop app requires Trace 1.3.1 or later. The web dashboard correctly displays team projects once created.
</Note>

## 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.

### What Happens to Members' Plans

| Event                               | Effect on Member                          |
| ----------------------------------- | ----------------------------------------- |
| Member **joins** team               | Their plan auto-upgrades to the team tier |
| Member **leaves** or is **removed** | Their plan reverts to Free                |
| Team is **deleted**                 | All members revert to Free                |

## 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.

<Warning>
  The team owner cannot leave the team. They must delete the team or transfer ownership first. To transfer ownership, contact support.
</Warning>

## 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 their fallback plan (another team's plan if they belong to one, On-Demand if they hold credits, otherwise Free — personal subscriptions are never affected)
* Retain their personal projects

<Note>
  Projects a member shared with the team **stay visible to the team** after that member leaves or is removed — the team keeps the work done in its workspace. The departed member keeps their personal projects but loses access to the team view.
</Note>

## 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 their fallback plan (another team's plan, On-Demand credits, or Free — personal subscriptions are never affected)
* The team's subscription is canceled
* Team-scoped projects are no longer accessible under the team workspace (members retain their own personal projects)

<Warning>
  Team deletion is permanent. There is no undo. Make sure all members have saved any work they need before deleting.
</Warning>

## Troubleshooting

| Issue                                           | Solution                                                                                                                                                           |
| ----------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| "This invitation was sent to a different email" | Sign in with the email the invite was sent to, or ask the admin to resend the invite to your current email address                                                 |
| "Invitation has expired"                        | Ask the team admin to resend the invite — links expire after 7 days                                                                                                |
| "Already a member"                              | You're already on the team. Go to **Dashboard → Team** to see your workspace                                                                                       |
| "Seat limit reached"                            | The team owner needs to upgrade the plan or remove inactive members to free up seats                                                                               |
| Invite link not working                         | The invite may have been revoked or expired. Check your email for newer invites, or ask the team admin to resend                                                   |
| Invite email not received                       | Check spam/junk folder. Verify the email is correct. The admin can resend from the pending invites section. Ensure `hello@buildwithtrace.com` isn't blocked        |
| "You are not a member of this team"             | Your workspace is set to a team you were removed from. Click the workspace switcher and select **Personal** to reset                                               |
| Team plan not applying after joining            | Team plan propagation is immediate. If your plan still shows "Free" after joining, refresh the page or check **Dashboard → Billing** to verify your effective plan |

***

## Coming Soon

<Tip>
  These features are in active development and will be available to team plan subscribers.
</Tip>

### 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](mailto:hello@buildwithtrace.com) to start the integration process with your manufacturer.

***

## Next Steps

* [Learn about Plan Mode](/guides/plan-mode) — Trace's multi-step AI design workflow
* [Billing & Plans](/guides/billing) — Detailed plan comparison and subscription management
* [One-Click Manufacturing](/guides/one-click-manufacturing) — Order PCBs directly from Trace