The Team Dashboard helps you manage the people who have access to your Dealtree workspace. From this section, you can view your current team members, check how many seats are being used, and understand who has access to the workspace.Documentation Index
Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt
Use this file to discover all available pages before exploring further.
What is the Team Dashboard?
The Team Dashboard is the central place for managing workspace users. It shows important team-related information such as:- Total seats available
- Seats currently used
- Team members
- Member email addresses
- Member roles
- Member status
- Join date This helps you keep track of who is using Dealtree and whether you have available seats for additional users.
Where to Find the Team Dashboard
You can access the Team Dashboard from the left sidebar. Click Team to open the Team section. Once opened, you will see your current team information and the list of members in your workspace.Why the Team Dashboard Matters
The Team Dashboard is useful when multiple people are working together on account research, stakeholder mapping, buying committee analysis, or sales planning. For example, if your sales team is using Dealtree, the Team Dashboard helps you see who already has access and whether you can invite more team members. It also helps workspace owners monitor access and keep the team organized.What You Can Review
Inside the Team Dashboard, you can review:Seats Used
This shows how many seats are currently occupied in your workspace.Available Seats
This shows how many additional users can still be added based on your current plan.Team Members
This section lists the users who currently have access to the workspace.Roles
Roles help identify the level of access each team member has, such as owner or member.Status
Status shows whether a team member is active or pending.Join Date
The join date shows when the user joined the workspace.Example
If your plan includes three seats and two users have already joined, the Team Dashboard may show that two seats are used and one seat is still available. You can use this information to decide whether you can invite another team member or need to upgrade your plan for more seats.Important Notes
- The number of available seats depends on your current plan.
- Workspace owners should regularly review team access.
- Remove users who no longer need access to keep the workspace secure.
- If all seats are used, you may need to upgrade your plan or purchase additional seats before inviting more users.
- Team access helps multiple users collaborate on account intelligence inside the same workspace.