Teams workspace
Teams brings colleagues, shared research credits, monitors and API integrations into one organization. You do not need a client folder to start. Open Teams, then choose Search, Monitors or API integrations. Opening the dashboard does not spend credits or start collection.
Start in the shared space
Staff start in General research, the organization's common research context. Search, Pivot and tools use the organization's balance, not a separate allocation per member. The context bar identifies the payer. A failed budget check never falls back to personal credits.
New shared spaces use up to the full cycle allowance, subject to other allocations and the available balance. Existing configured limits are preserved. Owners and administrators can inspect usage by member, integration and context in Credit usage.
For automation, follow Create a Teams API key: it gives the exact permission checkboxes for common tasks, the steps in API integrations and a free access check. The shared space is available without creating a client folder. Use the service API reference for requests and the MCP and workflow guide for client setup.
Optional client folders
Create a folder only when you need separate assignments, a client-specific budget or grouped monitors. Set its budget explicitly; a new folder does not silently reserve part of the shared allowance. Switch research context when you want that folder's permissions and budget to apply.
Domains and contacts describe the folder. They do not restrict public searches, establish ownership, invite people or send messages. Configure and explicitly activate a monitor before scheduled collection begins. Search monitors query existing datasets; active ASM checks belong to Exposition.
Create an organization
- Sign in with a verified account and enter an organization name.
- For the 14-day trial with 1,000 shared credits, enter and verify a business domain. Follow the displayed proof instructions; when requested, publish the exact DNS TXT record before choosing Verify domain.
- Read What changes for your account and tick I understand and accept these changes to my account. Both creation buttons stay disabled until you do.
- Choose Start organization trial. Trials are subject to eligibility and anti-abuse checks. Some accounts require administrator approval before the organization opens.
- Alternatively, Subscribe without a trial creates an empty billing workspace. It grants no free credits and takes no payment until checkout is completed.
A personal email address such as Gmail is not proof of a business domain. Renaming or transferring an organization does not create another trial. A domain declared later in a client scope is not the business-domain verification used for admission.
If an organization is pending approval, wait for its status to change. If it is inactive or awaiting payment, complete the action shown in Billing. An owner role alone does not bypass these restrictions.
What changes for your account
Creating an organization changes how your account works, so the form asks for your consent first:
- After creation, your account works in the organization context. Personal research is no longer available to it while it belongs to the organization.
- The purchased credits in your personal wallet move to the organization, where they do not expire. The form shows the exact amount, or that no credits will move.
- Your personal plan does not change, and its monthly allowance is not transferred.
The form checks your account before it offers creation. It is unavailable while your personal plan, trial or subscription is active: cancel its renewal in personal billing, then create the organization once it has ended. It also waits while a personal payment is still processing, and an account that already owns an organization or belongs to one as staff cannot create another one.
The form reads GET /api/v2/organizations/creation-preview, which returns allowed, a reason when creation is unavailable, and transfer_credits. POST /api/v2/organizations must include "accept_account_transition": true and "expected_transfer" set to that amount; without them, the request is refused with invalid_input (422). If the amount changed in the meantime, creation is refused with transfer_changed (409): review the new amount and confirm again.
WHOIS during the trial
During the 14-day trial, WHOIS results never include natural-person contacts: the registrant name and email, and the technical and administrative contact names and emails. The registrant organization, the registrar and the name servers stay visible. A search, monitor or export that filters or sorts on one of those contacts is refused before any credit is reserved, and Pivot does not connect domains through a shared registrant email. Teams and Teams Plus show every field.
People and permissions
Invite colleagues under Members & access. Teams includes 10 staff places and Teams Plus 25, including the owner; pending invitations also reserve places. The trial has three staff places. Credits are shared across the team and do not multiply with the number of users.
| Role | Access |
|---|---|
| Owner | Organization settings, billing, SSO, members and all research contexts |
| Administrator | Organization operations and all contexts; owner-only billing and ownership actions remain restricted |
| Analyst | Shared research and assigned client folders, within permitted budgets |
Configure optional staff authentication under Single sign-on. Test the configuration and save the recovery code before enforcing SSO. The identity provider does not assign folder permissions. See Members and invitations and Staff SSO.
Historical workspace tools
Existing cases, evidence, reports and external-client access remain accessible through Previous workspace tools and Historical access. They are not prerequisites for research or API use. Existing external users retain only their assigned spaces and explicitly shared content.
A historical case selection never runs a search or saves evidence automatically. General research cannot own new cases; saving evidence in a client case requires an explicit search in that client's context. Review visibility before sharing a report.
Archive, restore or leave
Archiving a folder pauses its work and schedules and revokes relevant shares. Restoring preserves history but does not restart schedules or recreate revoked links. Review budgets and access before continuing.
Ownership transfer requires acceptance by the recipient; see SSO and ownership recovery. For retention, exports and deletion, follow Export and delete organization data.