Your team
Invite your team and share workspaces
Create a team, invite members, and understand what's shared versus private.
Multi-seat plans (Team and Real Estate Team) let you bring teammates into one shared Noli workspace.
Create your team
- Go to app.noliai.com/team (or account menu → Team).
- Under Create your team workspace, enter a Workspace name and click Create team workspace.
If you are on a single-seat plan, the page asks you to upgrade first, because inviting people needs a multi-seat plan.
Invite teammates
On the team page, open Members, then Invite, enter their email, and send. They will get an email to accept and sign in. Each teammate gets their own login and their own Chief of Staff.
The team page also shows how many seats are in use. The workspace owner can add seats at $79 per user per month from Plan & add-ons. See Manage seats and token boosts.
What's shared, what's private
- CRM, contacts and deals are shared across the team
- Marketing, your brand and content are shared
- Project Manager, projects are private to you unless you turn on Share with your team on a project you own
- Knowledge Base, documents are private to you by default; use Share with team on any document you want the team to see
- Chief of Staff, personal to each member, working from the same shared business brief
Roles
- Admins manage members and invitations
- Members use the shared workspace
The person who creates the team owns it. Only the owner can change the plan, seats and billing.
Remove a member
On the team page, remove a member to revoke their access immediately. What they added to the shared CRM and marketing stays with the team.