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Team Management

CHRT supports both personal and team accounts, allowing you to collaborate with your development team while maintaining proper access controls.

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Account Types

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Personal Account

• Single user account with full access to all features
• Perfect for individual developers and small projects
• Can be upgraded to a team account at any time

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Team Account

• Multi-user collaboration with role-based permissions
• Centralized billing and usage tracking
• Scalable from small teams to large organizations

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Team Roles & Permissions

Action	Owner	Admin	Developer	Viewer
View team dashboard	✅	✅	✅	✅
View public API keys	✅	✅	✅	✅
View secret API keys	✅	✅	❌	❌
Create/edit API keys	✅	✅	❌	❌
Delete API keys	✅	✅	❌	❌
Invite team members	✅	✅	❌	❌
Manage member roles	✅	✅	❌	❌
Manage billing	✅	❌	❌	❌
Delete team	✅	❌	❌	❌

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Inviting Team Members

1. Navigate to Team Settings - Go to your dashboard and click “Team” in the sidebar
2. Click “Invite Member” - Enter the email address of the person you want to invite
3. Select Role - Choose the appropriate role based on their responsibilities
4. Send Invitation - The member will receive an email with instructions to join

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Invitation Process

• Invitations expire after 7 days
• Invited users must create a CHRT account if they don’t have one
• Once accepted, the user will have immediate access based on their assigned role

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Managing Team Members

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Changing Roles

1. Go to Team Settings → Members
2. Find the member and click the role dropdown
3. Select the new role and confirm

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Removing Members

1. Go to Team Settings → Members
2. Click the “Remove” button next to the member
3. Confirm the removal

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Team Settings

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Team Information

• Team Name: Display name for your organization
• Team Slug: Unique identifier used in URLs (cannot be changed)
• Description: Optional description of your team’s purpose

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Plan Management

• View current plan and usage limits
• Upgrade or downgrade your plan
• View billing history and next billing date

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Converting to Team Account

Personal accounts can be converted to team accounts:

1. Go to Account Settings → Team
2. Click “Upgrade to Team Account”
3. Enter your team information
4. Choose your initial plan
5. Add payment method if required

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Best Practices

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Role Assignment

• Owners: Limit to 1-2 people who handle billing and high-level decisions
• Admins: Senior developers who need full API key management
• Developers: Most team members who need to create and test with API keys
• Viewers: Stakeholders who need visibility but not administrative access

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Security Guidelines

• Regularly review team membership and remove inactive users
• Use the principle of least privilege when assigning roles
• Monitor API key usage through the dashboard
• Rotate API keys periodically, especially after team member changes

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Team Organization

• Use descriptive team names that reflect your organization
• Keep team descriptions up to date for clarity
• Set up clear processes for onboarding and offboarding team members