# Team Setup

> Invite your team, get everyone connected on day one, and manage admin controls, credits, and ownership

![Lindy for Teams: a row of five avatars, four teammates and the Lindy face, with a cursor clicking Lindy](https://www.lindy.ai/_sherpa/assets/static/docs/ac0f3a8107a7-lindy-for-teams-banner-v2.png)

Get everyone in and connected before your team starts using Lindy. The owner or an admin sends the invites, then each teammate accepts and connects their tools. It takes about five minutes per person.

## Part 1: Invite Your Team (Owners and Admins)

### Open Members

Click **Invite colleague** in the top right, or go to **Settings → Members and groups** and click **Add member**.

![The Members and groups page with member count, credits, and next billing period, a Members tab listing four teammates with their roles and credits, and the Add member button next to the search bar](https://www.lindy.ai/_sherpa/assets/static/docs/fdfe08e6ec02-members-add-member-v2.png)

### Add their details

- Type an **email address** and press **Space** to add it, then the next. You can also paste a whole list at once. Use the email each person works from every day.

- Pick a **role**: Member or Admin

- Pick a **plan**: Plus, Pro, or Max

Enterprise isn’t offered here: it’s a custom plan, so [contact us](mailto:support@lindy.ai) instead. See [Pricing](https://www.lindy.ai/docs/pricing) for an overview of plans and credits.

### Send the invites

Click **Send invite**. Each person gets an email from Lindy with a link to join your workspace. Manage their seat and plan in **Settings → Members and groups**.

### Let your team know what's coming

Most teammates hear about Lindy for the first time in the invite email. A short note from you first helps. Copy this into Slack or email:

```text
Hey team! I just invited you to Lindy, our new AI employee. It lives in our Slack, connects to our tools, and handles work like email, meetings, and research.

Look for an invite email from Lindy. Before we get started, please:
1. Click "Accept invite" in that email (don't sign up separately at lindy.ai)
2. Connect your email and calendar
3. Connect and verify your phone number

Then find Lindy in Slack and say hi. Setup guide: https://docs.lindy.ai/start-here/team-setup#part-2-accept-and-connect-everyone

```

## Part 2: Accept and Connect (Everyone)

### Accept your invite

Open the email that says you were invited to join your team’s workspace in Lindy, and click **Accept invite**. Sign in with Google or Microsoft.

WARNING: 

**Don’t sign up separately at lindy.ai.** That creates a separate workspace, so you won’t be on your team’s account and won’t share its skills, files, or meetings.

### Connect email, calendar, and phone

These connections are what let Lindy do the work, not just answer questions:

 | Connect | What it unlocks |
 | **Email** | Urgent mail flagged and replies drafted, all in your daily brief |
 | **Calendar** | Meetings prepped and recorded, action items summarized, follow-through handled |
 | **Phone** | Lindy texts you when something matters, and you can text it a task from anywhere |

You’ll verify your phone with a code. See [iMessage & SMS](https://www.lindy.ai/docs/features/imessage-sms) for details.

### Try it

Ask for something real:

“What’s urgent in my email?”“Pull up our top competitors.”“Find me new leads.”“Start following up with people who haven’t answered me this week.”“Always put my meeting notes in [this doc].”

### Bring your context (optional)

Carry over what ChatGPT or Claude already knows so Lindy gets to know you faster. Paste this prompt there, then share whatever you’d like Lindy to know:

```text
Summarize everything you know about me, my preferences, and how I like to work so I can onboard my new AI assistant.

```

## Quick Fixes

 | Problem | Fix |
 | **No invite email** | Check spam, or ask your owner which email address they used. |
 | **Phone already in use** | Email [support@lindy.ai](mailto:support@lindy.ai) and we’ll free it up. |
 | **Signed up separately by mistake** | Email [support@lindy.ai](mailto:support@lindy.ai) and we’ll move you to your team’s workspace. |

## If Your Team Uses Slack

An owner or admin needs to install Lindy in Slack first. Until then, teammates won’t find Lindy when they search Slack. See [Set up Lindy](https://www.lindy.ai/docs/teammate/setup) for the install steps.

Once it’s installed, teammates can also join by talking to Lindy, without waiting for an invite. New teammates who join through Slack get a 7-day free trial before their seat is billed. Returning teammates do not get another trial.

### They @mention Lindy, or send it a DM

The first time, Lindy doesn’t answer yet. It replies with a single DM containing a **Connect Slack to Lindy** button.

### They tap Connect

They confirm while signed in to Lindy, which binds their Slack identity to their Lindy account. If they don’t have one, Lindy creates it under your workspace.

### Their original message runs

The message that started it all is replayed automatically once they’re linked, so nothing is lost.

NOTE: 

**Admins stay in the loop.** Every admin gets an email when someone joins this way, with their details and a one-click link to remove them. If you remove a seat and that person @mentions Lindy again, it tells them it can’t help and pings an admin. It won’t quietly re-add them.

For how seats and the shared credit pool work, see [Billing](https://www.lindy.ai/docs/teammate/lindy-teammate-billing).

## Managing Members

To manage existing members, go to **Settings → Members and groups**.

![Workspace settings showing Settings, Teammate, and Members and groups under the Workspace section, with an arrow pointing to the selected Members and groups item](https://www.lindy.ai/_sherpa/assets/static/docs/2519bf37991b-Members%20and%20groups%20in%20settings%20august%204.png)

### Allocating Credits

Admins and owners can set credit limits for each teammate, capping how many credits they can use each month. Click the **…** menu on a member’s row and choose **Edit credit limit**.

![The Members table with a row menu open, showing Edit credit limit and Deactivate membership](https://www.lindy.ai/_sherpa/assets/static/docs/dba9e83f782c-edit-credit-limit.png)

NOTE: 

We can only stop credit usage after the limit has been exceeded, not at the exact threshold. For example, if a teammate’s limit is 100 credits and they’ve used 90, a task that costs 50 credits will still run to completion, but no further credit usage will be allowed afterward.

### Transferring Workspace Ownership

Owners are the only ones who can manage the payment method, change the workspace name and logo, and delete the workspace. Owners can transfer ownership by clicking the role dropdown next to a member’s or admin’s name and changing their role to **Owner**.

![The Members table with a role dropdown open on a member's row, showing the Member, Admin, and Owner options, where Owner reads Transfer ownership of the workspace](https://www.lindy.ai/_sherpa/assets/static/docs/f428681b96b9-transfer-ownership.png)