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Team Management

Team Settings allows you to manage your team members, monitor usage, and handle billing. Navigate to Settings → Team Settings to access team settings.

Team Members Tab​

The Team Members tab shows all users in your team and allows you to manage them.

Viewing Team Members​

The team members table displays:

  • Email: User's email address
  • Name: User's name
  • Role: User's role (Admin or Viewer)
  • Status: User status (Active, Invited, Suspended, Deleted)

Inviting Team Members​

Only team administrators can invite new members:

  1. Scroll to the "Invitations" section at the bottom of the Team Members tab
  2. Enter email addresses in the text area, separated by commas (e.g., user1@example.com, user2@example.com)
  3. Click "Invite Members"
  4. A success message will confirm the invitations

Note:

  • Team collaboration requires the Teams tier plan
  • New members are added with the Viewer role by default
  • If a user doesn't have a TestChimp account, an invitation email is sent
  • If a user already has an account, they're immediately added to the team

Managing Team Member Roles​

Team administrators can change user roles:

  1. Find the team member in the table
  2. Click on the Role dropdown for that user
  3. Select either Admin or Viewer
  4. The role is updated immediately

Roles:

  • Admin: Can manage team settings, invite/remove members, and change roles
  • Viewer: Can view and work with projects but cannot manage team settings

Removing Team Members​

  1. Find the team member in the table
  2. Click the delete icon (🗑️) in the rightmost column
  3. Confirm the removal in the modal

Note: Removing a team member revokes their access to all projects in the team.

Usage Tab​

The Usage tab displays your team's usage statistics and allows you to set maximum budgets.

Viewing Usage​

For each usage type (currently Explorer Credits), the tab shows:

  • Used: Number of units used so far in the current payment cycle
  • Quota: The monthly quota included in your plan
  • Max Budget: The maximum number of units allowed (beyond this, requests will be throttled)

A progress bar visualizes usage against the max budget.

Setting Max Budgets​

To prevent unbounded usage and control costs:

  1. For each usage type, adjust the Max Budget value using the number input
  2. Click "Save settings" at the bottom of the page
  3. Your budget limits are updated

Note: The max budget should be higher than your quota to allow for pay-as-you-go (PAYG) usage beyond the included quota.

Billing Tab​

The Billing tab shows your current subscription plan and billing information.

Viewing Plan Information​

The tab displays:

  • Current Plan: Your current subscription tier (Team, Indie, or Free Tier)
  • Free Trial Status: If on a free trial, shows days remaining
  • Next Payment Date: When your next payment is due (for paid plans)

Upgrading Your Plan​

  • Click the Upgrade button to upgrade to a higher tier
  • Upgrade options depend on your current plan

Canceling Subscription​

For paid plans (Indie or Team):

  1. Click the "Cancel Subscription" button
  2. Confirm cancellation in the modal
  3. Your subscription will be canceled and you'll be moved to the Free Tier

Note: Canceling your subscription is immediate and cannot be undone. You'll lose access to paid features.

Team Access Model​

All team members have access to all projects within the team:

  • No project-level permissions: Users are added at the team level, not to individual projects
  • Team-wide access: All team members can access and work on all projects
  • Seamless collaboration: No need to manage project-specific access

Team Management ensures your team has the right access while keeping administration simple and straightforward.