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Publish date
Mar 9, 2024
Collaborating with your team on pdf.ai is now easier than ever! Follow these simple steps to add team members and set their permissions.
Team members’ invitations are only available for our Ultimate and Enterprise plans. Please see our pricing page for more information.
- Accessing Account Settings:
- After logging in, click on the User icon located at the navigation bar.
- Select 'Settings' to access your account settings.
- Navigating to the Team Section:
- In your account settings, find and click on 'Team' in the left sidebar.
- Adding Team Members and Setting Permissions:
- Enter the email address of the team member you wish to add.
- Choose the appropriate permission level for this member. The options include:
- View Only: Members can view PDFs and participate in chat. This is the default setting.
- Full Access: Members can view, upload, and delete PDFs, as well as chat.
- Each team member will receive a similar invitation email, like the one below
- Click Accept invitation to take you to your Team’s workspace in PDF.ai
Understanding Charges for New Team Members:
- Charges for new team members are applied only after they complete the sign-up process and are officially added to your account.
- Please note, there are no charges incurred during the invitation pending period.