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Notis Teams allows you to collaborate with colleagues, share automations, and manage billing centrally. This guide covers everything you need to know about setting up and managing your team. Your team’s included usage is pooled: every seat’s monthly usage allowance goes into a single shared pool. Any teammate can use it, and all team activity counts toward the same total. See Plans & trial for the per-seat amounts.

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Getting Started with Teams

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Creating a Team

To create a team, head to the Notis portal and navigate to Teams in the settings. From there, you can create a new team and start inviting members.
All team members are on the same subscription tier.

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Inviting Teammates

You invite teammates by email. When you send an invite:
  • Enter the teammate’s email (their name is optional)
  • The invitee receives an email with a link to join your team
  • Once onboarded, they’ll have access to shared team resources
You’re only billed for a seat once the teammate activates their account (finishes onboarding). A pending invite that hasn’t been accepted yet does not add a paid seat.
Resending Invites: If a teammate hasn’t joined yet, you can resend the invite from the Teams settings. They’ll be prompted to complete onboarding. You can follow their onboarding status from the team page.
You can only invite teammates that don’t have an active subscription yet. Contact our support if you need to consolidate a teammate with an active subscription.

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Removing Team Members

To remove someone from your team:
  1. Go to Teams → Members
  2. Find the member and click Remove
  3. Their access to team resources is revoked immediately
Removing a teammate does not automatically lower the number of seats you pay for — the freed seat stays available so you can invite someone else into it. When you want to stop paying for it, lower your subscriber count on the Subscribe page. You can’t set fewer seats than the number of active members on your team.

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Managing Team Seats

You control how many seats you pay for from the Subscribe page, in the Team Seats card, using the + / − stepper:
  • A seat is added automatically when an invited teammate activates their account.
  • Removing a teammate never reduces your seats automatically — use the stepper to lower them when you’re ready.
  • The minimum is the number of active members currently on your team.
  • Increasing seats charges the prorated amount immediately; decreasing takes effect without an immediate refund (the seat was already paid for the current cycle).
Only the team owner can change the shared plan, paid seat count, or On-Demand settings. Teammates can see the team’s shared plan and usage, but should ask the owner when billing needs to change.

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Team Usage and Spend Limits

The Team page shows how the shared pool is being used, and lets you cap any teammate’s share of it.

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Seeing who is using what

Under Usage this period you get one row per teammate: what they have spent this billing period, their share of the pool, and their limit if they have one. Teammates see only their own row. For a closer look, open the Usage page. As the team owner you get a scope switcher next to the date picker:
  • My usage — your own activity, exactly as before
  • Entire team — every teammate’s activity together, with a Member column and a per-member breakdown you can click into
  • Any teammate by name — one person’s activity on its own
Usage views show costs, timestamps, channels and statuses — never message content. You cannot read a teammate’s conversations from the Usage page, the Team page, or the API, and neither can anyone else on the team. That applies to owners too.

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Setting a spend limit

In the Limit column, switch a teammate from No limit to Fixed and enter a dollar amount, then save.
  • No limit (the default) means they draw from the shared pool like everyone else.
  • A fixed limit blocks them once their own spend for the period reaches it, even if the pool still has credit.
  • $0 is a real setting: it stops them spending entirely.
  • Limits reset with your billing period, and you can change or remove one at any time.
When a teammate hits their limit they keep full access to the portal, but new work is answered by the account assistant explaining that their limit is reached and to ask you to raise it. Their scheduled automations are skipped and voice calls are declined until you change it or the period rolls over.
Limits are ceilings, not reservations. You can hand out limits that add up to more than the pool — the pool still runs out first. The Team page warns you when the total goes over so it is a deliberate choice.
You can set a limit on your own account too. Notis asks you to confirm first, because past that point you get routed to the account assistant like anyone else.
During a trial the whole team shares one flat pool rather than a per-seat amount, so limits above that pool never come into play.

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Team Automations Library

The Team Automations Library lets your team share and discover automations created by teammates.

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Browsing the Library

  • Open Automations in the portal — templates shared by your team appear in the Team templates section
  • See all automations shared by your team, with their trigger and delivery channel
  • Templates you already installed show an Installed badge instead of the install button

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Sharing Your Automations

To share an automation with your team:
  1. Create or open an existing automation
  2. In the automation menu, select “Publish as template”
  3. You can select the name, description, and editing privilege of your template.
The template creator always keeps editing access. You can let everyone on the team edit, or choose specific teammates.

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Installing Team Automations

When you find an automation you want to use:
  1. Click Install on the automation card
  2. A linked automation is added to your personal automations and the editor opens
  3. Review the delivery channel and schedule to fit your workflow
  4. Save your choices, then resume the automation when you are ready
The installed automation starts paused and uses Manager as its safe delivery channel, so it cannot run or send anywhere before you finish reviewing it. Choose another channel or connected app of your own in the editor if you need one, then resume the automation when you are ready.
Automations created from a template stay linked to it. Template updates to the name, instructions, intelligence, and conversation context sync automatically to every linked automation. Your own delivery channel and schedule stay personal and are not overwritten.If you have permission to edit the template, editing a linked automation also lets you update those shared fields for the whole team. If you only want to change the instructions for yourself, duplicate it into a new automation first.

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Sharing apps, skills, and automations

Everything your team shares stays private to the team — people outside it cannot see or install anything. Each resource type has its own home: