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Managing your team in tl;dv

Invite people to share your plan, set team defaults and ensure everyone gets the most value from tl;dv

Suellen Lorga avatar
Written by Suellen Lorga
Updated this week

Why create a team?

While tl;dv automatically connects you with others from your organization (based on your email domain - read more here), setting up a team gives you greater control to ensure consistent recording, and keeps your billing organized in a single subscription.

How to create a team

As soon as you sign up to tl;dv's Pro plan, you are now the admin of a team of one. πŸ‘Œ

Adding people to your team

Before someone can be added to your team, they must have already signed up to tl;dv. Their email address must also have the same domain as yours (like @company.com).

If they haven't signed up, you can invite them from the menu on the left:

Once they've signed up, you'll find them in the Members page of your settings.

Click "Add to team plan" next to each person you want to add to the team:

Once added, they'll have immediate access to all features of the Pro plan.

Note: each person you add to your team will result in an additional charge unless there are unassigned seats in your subscription.

Changing the roles in your team

From your Member page, you can assign different roles to the people your team! Different roles will come with different permission levels. πŸ₯Έ

If you want to assign someone a different tole in your team, all you have to do is click the icon with three dots next to their name, and set whichever role you’d like them to take over. Keep in mind:

  • Members can only be part of one team

  • Team Admins can only be part of one team

  • Billing Admins will be part of all teams

Removing people from your team

To remove someone from your team, click the three dots menu on the right, and select "Remove from team plan":

Note: Removing someone from your team not delete their account - it downgrades them and takes away their access to the features of the Pro plan.

To avoid additional charges, the paid seat (or license) of a downgraded person is not removed so you can immediately allocate it to someone else.

If you would like to remove the paid seat from your subscription total, please contact our support team with the chat widget in the bottom right corner πŸ‘‰

Set defaults for your team

You can set defaults for most of your team's preferences from the admin controls page. πŸ‘

  • These settings will override the individual settings of any non-admins on your team.

  • Other admin members can set their own individual settings, or update these team defaults.

  • Whichever settings you change, will only apply moving forward, they do not apply retroactively.

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