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Managing Team Seats and Users

How to add and remove team members, transfer seats, manage roles, and how seats work on Pro, Business, and Enterprise plans.

Written by Yoav Grossman

The account admin can add new teammates to your Spinach plan, remove people who've left, change roles, and manage seats. On Business and Enterprise plans, you can also organize members into sub-teams to see usage broken down by group. This article walks through each of those.

Quick reference: who can do what

Action

Pro plan

Business plan

Enterprise plan

Invite a teammate

Admin

Admin

Admin

Remove a teammate

Not applicable

Admin

Admin

Buy more seats

Pay per hour, no seats

Self-serve in Account tab

Contact your account manager

Assign a role

Admin

Admin

Admin

Organize into sub-teams

Not available

Admin

Admin

Who is the admin?

The admin is the person who originally set up billing — the "payer" on the account. Only the admin can invite new teammates, remove people, change roles, or update billing.

If your admin used a shared inbox (like finance@company.com), or you need to change who the admin is, contact our support team via chat and we'll help sort it out.

Adding team members

How to invite

  1. Go to your Account tab

  2. Click Add Team Member

  3. Type one or more email addresses. You can paste a whole list — separate them with commas, spaces, or new lines

  4. Click Invite

Each person gets an email invitation and creates their own Spinach account under your team's billing. Every email is treated as its own unique account.

What happens after you invite someone

  • They get an email with a link to join your team. Until they click it and log in, they show up as Pending in your Account tab.

  • For pending invites, you'll see a Resend Invite option in the three-dot menu (⋮) next to their name.

  • On the Business plan, the invite immediately reserves one of your purchased seats — even before they accept. Remove the pending invite if you change your mind.

  • On the Pro plan, no seat is reserved. The new teammate gets paid features once they log in, and their meeting hours count toward your usage bill.

Email domain rules (Pro plan only)

On the Pro plan, you can only invite teammates whose email is on your company's domain (the same root domain as your account). Personal emails like gmail.com, outlook.com, or yahoo.com aren't allowed. If you need to invite someone on a different domain — for example, a contractor — contact support and we can sort it out.

Business and Enterprise plans don't have this restriction.

Important: Only the account admin can add team members. If you're not seeing the option, make sure you're logged in with the admin account. If you're unsure who the admin is, reach out via support chat and we can check for you.

Removing team members

Available on Business and Enterprise plans. Pro plans are pay-per-hour and don't have a seat to free up, so there's no remove option.

How to remove

  1. Go to your Account tab

  2. Find the person in your team list

  3. Click the three-dot menu (⋮) next to their name

  4. Choose Remove

What happens when you remove someone

  • The seat is freed up immediately and can be reused for someone else — no extra charge.

  • The removed person is not notified by email.

  • Their Spinach account isn't deleted. They keep their meeting history, summaries, and personal settings, but revert to a free account and lose paid features.

  • If you want to fully delete a user's data (for example, an offboarded employee who is requesting deletion), that's a separate process — contact support and we'll handle it.

If you don't see the Remove option, you're probably not signed in as the admin. Contact support and we can remove the person for you.

Transferring a seat to a new email

You can't change the email on an existing Spinach account — each email is its own account. To move a seat from one person to another:

  1. Go to your Account tab

  2. Remove the current user (three-dot menu ⋮ → Remove)

  3. Click Add Team Member and invite the new email

This reuses the same seat — you don't need to buy a new one.

If you want the new person to inherit the old user's meeting history, contact support after step 2 and we'll migrate the data before they sign in.

How seats work on each plan

  • Pro plan: Pay-as-you-go at $2.90/hour per meeting with unlimited users. Add teammates anytime — no seat limit, no remove flow.

  • Business plan: $19/user/month (annual) or $29/user/month (monthly). You purchase a fixed number of seats and assign them. Inviting a teammate uses one seat; removing them frees it.

  • Enterprise plan: Seats are managed through your contract. Contact your account manager or reach out via support to add seats — our team will issue an invoice.

Buying more seats (Business plan)

  1. Go to your Account tab

  2. Click Manage Billing (or Update Billing)

  3. Adjust the number of seats and complete checkout

If the button isn't working, try accessing billing through the Account tab directly at app.spinach.ai/account. If you're still having trouble, contact support and we'll add the seats for you.

Roles

Every team member has a role that controls what they can do. Spinach has two built-in roles:

  • Admin — can invite and remove teammates, manage billing, change other people's roles, and access all account settings.

  • Member — can use Spinach normally but can't manage the team or billing.

The account payer is automatically an admin. You can promote other teammates to Admin if you want to share the load — for example, so an ops or IT teammate can manage seats without needing your billing access.

Changing someone's role

  1. Go to your Account tab

  2. Click the three-dot menu (⋮) next to their name → Manage user

  3. Pick a role and save

Some teams also have custom roles with specific permissions (for example, "can manage billing but not invite users"). If you'd like to set those up, contact support.

Teams (sub-groups within your account)

If you have a Business or Enterprise plan, you can organize your members into sub-teams — for example, Engineering, Sales, Finance. This makes it easier to see how each part of your organization is using Spinach.

Today, sub-teams are about organization and visibility into usage. They don't change what meetings anyone can see — everyone on your plan still sees the same meetings they normally would. We're planning to add more features built on top of sub-teams over time.

Common reasons to set them up:

  • See how much each department is using Spinach at a glance.

  • Track per-team meeting hours for internal reporting or chargebacks.

  • Keep your member list tidy when you have a lot of people on the plan.

Heads up: In the UI, you'll see the word "team" in the sidebar (Create new team) and "group" inside the management modal (Manage Group). They mean the same thing — a sub-team within your account.

Where to find it

  1. Go to your Account tab

  2. Open the Team Management section

  3. The left sidebar lists all your sub-teams. Selecting one filters the member list and usage view to just that sub-team. Selecting All shows everyone on your plan

If you don't see Team Management, your plan doesn't include this feature. Contact support to upgrade.

Creating a sub-team

  1. In the Team Management sidebar, click Create new team

  2. Type a name (for example, Engineering) and press Enter

  3. The new sub-team appears in the sidebar — empty until you add people

Adding people to a sub-team

  1. Select the sub-team in the sidebar

  2. Click Manage Group

  3. Under Add Members, type a teammate's email and click Add

A few things to know:

  • Each person can only be in one sub-team at a time. Adding someone to a new sub-team automatically removes them from their current one.

  • If the email isn't on your plan yet, Spinach sends them a team invite. Once they accept, you'll need to add them to the sub-team manually.

Removing people from a sub-team

In the Manage Group modal, find the person under Current Members and click Remove.

This only removes them from the sub-team — they're still on your plan and still have a Spinach account. To remove them from the plan entirely, use the steps in Removing team members above.

Renaming or deleting a sub-team

In the Manage Group modal:

  • Edit Group — change the name or description

  • Delete Group — permanently remove the sub-team. Members aren't deleted; they just go back to All


FAQ

I invited someone but they didn't get the email.

First, check their spam folder. If it's not there:

  1. Make sure the email is spelled correctly in your team list

  2. Click the three-dot menu (⋮) next to their name and pick Resend Invite

  3. If they still don't see it, contact support — we can resend manually and check our delivery logs

Can I invite multiple people at once?

Yes. In the Add Team Member modal, paste several emails separated by commas, spaces, or new lines. Spinach will send an invite to each one and tell you how many succeeded.

What if I try to invite someone who's already on another team?

Spinach won't let one person be on two paid teams at once. You'll see an error saying they belong to another team. Either ask them to leave the other team first, or contact support if the situation is more complicated (for example, they're switching companies).

Does removing a teammate delete their data?

No. Removing them from your team only frees up the seat and revokes paid features. Their account, meetings, and summaries stay theirs. To fully delete a user's data, contact support.

I'm the admin but I don't see "Add Team Member" or "Remove."

A few things to check:

  • Make sure you're logged in with the email that owns the billing

  • If you originally signed up with a different email and moved billing later, the admin might still be the original account

  • If you're sure you're the admin and the buttons still aren't there, contact support — we can check the configuration on our end

Can a teammate remove themselves?

No. Only the admin can remove team members. If a teammate wants off the plan, they can ask the admin to remove them, or contact support.

Do sub-teams change what meetings people can see?

No — not today. Sub-teams are currently for organizing members and viewing usage by group. Everyone on your plan still sees the same meetings they normally would. We're planning to add more features built on sub-teams over time.

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