Getting Started with Teams

What is the Team Plan?

The Team plan lets you collaborate with colleagues by sharing profiles and managing team members from a central dashboard. It's perfect for organizations where multiple people need to generate professional emails with consistent branding and messaging.

Key Features

• Shared Profiles - Create profiles once and share them with your entire team
• Team Management - Invite members, assign roles, and manage access
• Flexible Seating - Start with 3 seats included, add more as needed
• Centralized Billing - One subscription for your whole team

Setting Up Your Team

When you subscribe to the Team plan, a team is automatically created with you as the owner.

Step 1: Access Team Management

1. Go to aeralis.ai/billing
2. Scroll down to the Team Management section
3. You'll see your team overview with seat usage

Step 2: Invite Team Members

1. In the Team Management section, find the Invite Member form
2. Enter the email address of the person you want to invite
3. Select their role (Admin or Member)
4. Click Send Invitation

The invited person will receive an email with a link to join your team.

Step 3: Wait for Acceptance

Invitations are valid for 7 days. Once accepted:

• The new member gains access to all shared profiles
• They can start generating emails immediately
• Their seat is counted against your team's total

Team Roles

Owner

The person who created the team (subscribed to the Team plan).

Permissions:

• Full team management
• Invite and remove members
• Change member roles
• Add or remove seats
• Manage billing and subscription
• Share and unshare any profile

Admin

Trusted team members who can help manage the team.

Permissions:

• Invite new members
• Remove members (except other admins)
• Share and unshare their own profiles
• Use all shared profiles

Member

Standard team members.

Permissions:

• Share their own profiles with the team
• Use all shared profiles
• Generate emails with any shared profile

Accepting an Invitation

If you've been invited to join a team:

1. Check your email for the invitation from Aeralis
2. Click the Accept Invitation link
3. Sign in to your Aeralis account (or create one)
4. You're now part of the team!

Once you join:

• You'll see shared profiles in your profile list
• You can set a shared profile as your default
• You can share your own profiles with the team

Leaving a Team

If you need to leave a team:

1. Go to aeralis.ai/billing
2. In the Team Management section, click Leave Team
3. Confirm your decision

Note: Team owners cannot leave their team. To transfer ownership, contact support.

What Happens to Your Data?

When You Join a Team

• Your existing profiles remain yours
• You gain access to shared team profiles
• Your email generation history stays private

When You Leave a Team

• You lose access to shared team profiles
• Your personal profiles remain intact
• If a shared profile was your default, it's cleared

Next Steps

• Learn about seat management
• Share profiles with your team
• View plans and pricing