Team management

Manage your organization and administer team members from Settings > Team. Team settings control membership, roles, billing access, and collaboration on team-visible projects and shared chats.

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Team overview

The top of the Team section displays your organization name and current member count, such as “Purna Lifesciences Pvt Ltd - 2 members”.

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Team members table

A table lists all members of your organization: Each row includes a menu with additional options when actions are available. The organization owner’s row may have fewer actions.

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Roles

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Collaboration model

Team access is controlled through two main surfaces:

1. Project visibility determines whether a project is personal or visible to the team.
2. Chat visibility determines whether a specific conversation is private or shared.

Private chats remain private even when they belong to a team-visible project. Share conversations only when their contents are appropriate for team access.

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Inviting members

Click the Invite button to generate an invitation link. Share this link with new team members. When they open the link, they will be guided through the join flow.

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Joining a team

When someone receives an invitation link (/join?code=...):

1. They open the link in their browser.
2. If they do not have a Purna account, they create one.
3. They accept the invitation to join your organization.
4. They appear in your team members table.

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Organization billing

At the bottom of the Team section, manage billing details for your team account. Click Edit to configure your billing address and update payment information.