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Managing your team in Tactiq
Managing your team in Tactiq

How team accounts work, pricing and how to set up your team

Ksenia S avatar
Written by Ksenia S
Updated over a week ago

Work is better in teams.

Manage your team in Tactiq with Teams, including

  • Inviting team members

  • Managing subscription plans & billing

  • Ensuring your team gets the most out of Tactiq with team collaboration tools and integrations.

This article shows you how to set up your Team in Tactiq, how to manage plans, and centralize team billing.

Our team plans allow you to organize a team's bill under one license, managing each team member's access. It's a simpler way to manage how your team uses Tactiq. Our team plans also unlock team-sharing features to enable seamless sharing of Tactiq-captured information and transcriptions.

How to set up your team in Tactiq

Whilst our Team plan is a paid plan, setting up your team in Tactiq is free. You can set up as many team members as you like on Tactiq Free plans, managed under your central team account. Then you can upgrade them at any time when necessary.

Invite team-member users

  1. Click “Invite member" to start inviting your teammates to your workspace

    • Enter your team members' email addresses to invite them via their email address. You can also enter multiple emails using a space or comma.

    • Share your invitation link e.g., via Slack or Teams, and anyone with this link will be added to your team.

Because you're the admin of this team space, you are able to assign seats, upgrade your team members to the Team plan, manage the team billing, and team settings.

If you decide to invite them to the team while upgrading from the free plan to a paid team plan, a pop-up window will appear, presenting the order summary and providing details on the billing.

If you want them to be on the free plan, toggle the button next to "Upgrade invited members to the Team plan" to off.

Team workspace

In your team workspace, you can

  • See all the members of your team on Tactiq

  • Invite new team members

  • Buy multiple seats

  • Manage team settings

  • Manage team billing

The Plan column displays the status of each team member's current plan. From here, you have the option to upgrade or allocate any individual team members to a Team plan.

If you would like to buy multiple seats, click the "buy multiple seats" button at the top of the right-hand side of the page.

What happens after you add a team member

If your team member doesn't have an account with Tactiq yet, they will appear as 'pending' in your team until they sign up. When/if they have an account, they will appear as available in your team view.

Managing team members and their plans

Team members can stay on Tactiq's free plan for as long as you/they choose to. On our Free plan, each team member gets 10 meeting transcriptions + 5 AI Credits each month. When team members require more monthly meetings, AI credits, and finer control over some of the automated features, like disabling chat notifications and pausing auto transcription at the start of the meeting, they'll have to be upgraded to the Team plan.


When team members need more than 10 meetings transcribed each month, or you're noticing workflow friction in sharing Tactiq-captured meeting information across the team, it might make sense to upgrade. Team plans (paid) allow your team to collaborate on anything captured with Tactiq by sharing transcriptions, highlights, and summaries seamlessly via Tactiq Teams or team workspaces (like Team Google Drives, Dropbox, Confluence, Quip, and more).

This can save team members time every day and ensures the team is across all the important information recorded with Tactiq.

Team plan features

Our full-featured Tactiq Team plan helps collaboration within distributed teams of more than 2 people and enables seamless sharing of productivity-vital meeting information:

  • Advanced team collaboration tools

  • Team folders for sharing transcriptions

  • Security controls

  • Admin Analytics

  • Automatic team sharing

  • Google Team Drive integration

  • Integrations to Pipedrive, Hubspot, Salesforce, Confluence, Quip, Dropbox, Notion & Slack with Asana, ClickUp, Box, and more coming

The Team plan helps organize collaboration within distributed teams of more than 2 people. If you and your colleagues need to share meeting transcriptions and meeting notes, this plan would be ideal for you. All team members can transcribe and edit meetings and can access and share transcriptions to integrated tools or via a shareable link.

Who can upgrade team members?

You can upgrade your team members to the Tactiq Team Plan if you're a team admin; it doesn't matter whether you are on a paid or Free plan.

Please note that the billing details used in your team admins account will be the same used for the overall team account (i.e., the same card will be charged for the team's total monthly or annual bill).

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