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Organisation Overview

The Team plan and above let multiple seats share one archive workspace. Members work on the same accessions, fonds, and dossiers; usage and storage are pooled.


What changes on Team / Enterprise

Compared to a single-seat Professional account:

  • All seats see the same accessions, fonds, dossiers. Anything created by one member is visible to all.
  • Quotas are pooled. Monthly items and storage are organisation-level, not per-seat. If your org has 1,000 items/mo, that's the org's combined budget.
  • Data Model is shared. Schema changes (custom fields, vocab bindings) apply to every seat at once.
  • AI & Defaults — Institutional Context, Output Language, and Reparative Description are org-level (set by admins in Admin → Organisation). Individual seats can override Writing Style for themselves.
  • Require 2FA — organisation admins can mandate two-factor authentication for all members (Admin → Organisation → Security). Members choose their preferred method (authenticator app or SMS).
  • Roles govern who can do what — see Roles and permissions.
  • Activity history records who did what, surfaced in Admin → Activity.

Plan limits

PlanSeats includedAdditional seats
Team10Contact us
EnterpriseNegotiableNegotiable

You can invite up to your plan's seat limit. To raise it, upgrade or contact us.


The Organisation page

Admin → Organisation (admins only) shows:

  • Members — every seat with their role, last-active date, and remove action
  • Pending invitations — outstanding invites with the option to resend or cancel
  • Usage rollup — combined monthly items and storage
  • Data Model status — when the schema was last edited and by whom

Switching from Professional to Team

If you're a sole user on Professional and want to move to Team:

  1. Billing → Upgrade Your Plan → Team
  2. Confirm. Existing accessions / fonds / dossiers all carry over.
  3. Admin → Organisation → Invite member to add your first seat.

Your existing personal content becomes the org's content. There's no separate "merge" step — Team is the same workspace, now with more seats.


What stays personal

Even on Team / Enterprise:

  • Profile → Display Name and Password are per-seat
  • Profile → Writing Style is overrideable per-seat (Institutional Context, Output Language, and Reparative Description are org-level)
  • Two-Factor Authentication is per-seat (each member sets up their own 2FA), but can be mandated org-wide by admins
  • Research & Explore sessions are private to the seat that created them (sharable explicitly)

See also