Use Teams and shared workspaces
Teams let paid users collaborate in shared workspaces. You only need one paid subscription—create a team and invite teammates as seats. Each teammate gets their own account from the invite link. You can create a team, invite members, share workspaces with the team, and manage access from the Team tab in Settings.
Use personal workspaces for your own projects. Use shared workspaces when several people need the same conversations, files, and workspace context. If you are new to workspaces, start with How to create and set up your first workspace.
What Teams includes
A Team tab in Settings
Email invitations for new members
Shared workspaces marked with a Shared badge
Owner controls for inviting and removing members
Per-seat billing that adjusts as members join or leave
You can also collaborate in Slack by connecting ISMS Copilot to your workspace. See Use ISMS Copilot in Slack for setup and usage.
Create a team
Open Settings.
Select the Team tab.
Create your team.
When your team is created, ISMS Copilot also creates a default shared workspace named after the team. Team subscriptions are linked to the organization behind your team, so billing and access stay in sync.
Create the team before inviting members if you want everyone to start in the same shared workspace.
Invite members
Go to Settings → Team.
Enter the member's email address.
Send the invitation.
The recipient gets an email with an invitation link. They must accept the invite with the same email address the invite was sent to. A user can only belong to one team at a time.
Teams have a member limit. If the team is full, new invitations or acceptances will be blocked until a seat is available.
Accept a team invitation
Open the invitation link from the email.
Sign in, or create an account if needed.
Complete the Accept invite flow.
After you join, you will see a welcome banner and gain access to the team's shared workspaces. If you already have a paid personal plan, ISMS Copilot warns you so you can review whether you still need that separate subscription.
Create a shared workspace
Create a new workspace from Add workspace, the workspace dropdown, or View all workspaces.
Turn on Share with team.
Create the workspace.
Shared workspaces are visible to team members and show a Shared label in workspace lists. Personal workspaces stay private to their owner.
For general workspace setup and naming advice, see Organizing Work with Workspaces and How to manage multi-client compliance projects using workspaces.
How shared workspaces behave
In a shared workspace, team members work from the same workspace context. Shared workspace conversations and uploaded files are available to team members who have access to that workspace.
The sidebar only shows shared workspace threads where you have participated. This keeps other members' activity from filling your recent conversation list.
Workspace access is enforced on the server as well as in the database. This protects shared data even if a client-side check is bypassed.
Manage members
Team owners can remove members from the Team tab. Members can leave the team themselves. Owners cannot leave the team while they are still the owner, and they cannot remove themselves through member removal.
When membership changes, seat-based billing is updated automatically in the background.
Billing and subscriptions
Teams use organization-linked subscriptions. The team owner manages billing through the customer portal for the team subscription, while members can receive access through the team's plan.
If you need to review plan limits or manage your subscription, see Manage your ISMS Copilot subscription and billing.
Privacy, security, and account deletion
Team features respect ISMS Copilot's existing privacy and security model. Organization membership is included in data export flows, and account deletion handles team-owner and team-member cases separately.
For broader privacy and security details, see Data Privacy & GDPR Compliance - Updated and Security & Data Protection Overview.
Common issues
I cannot accept the invitation
Make sure you are signed in with the same email address that received the invite. If the invite has expired or was already used, ask the team owner to send a new one.
I cannot create a shared workspace
Only users with a team can create shared workspaces. If you do not see Share with team, confirm that you already joined a team and that your account has the right access.
I joined the team but cannot see older shared activity
Your sidebar only shows shared threads you have participated in. Open the shared workspace and start or join a conversation there to make it appear in your recent thread list.
What to do next
If you are setting up collaboration for the first time, create your team, confirm the default shared workspace, and invite the people who need access. Then review your workspace structure using How to create and set up your first workspace.