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Creating a Team

Set up your Zenovay team - create an organization to collaborate with colleagues on analytics. Learn about team in this team management guide.

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Create a team to collaborate with colleagues on your analytics. Teams (also called workspaces) let multiple people access and manage your Zenovay websites together.

What Is a Team?

A team (workspace) in Zenovay:

  • Groups multiple users together
  • Shares access to websites
  • Centralizes billing
  • Enables collaboration

Every account starts with a team automatically, so you don't have to create one to get started. You only create an additional team when you want a separate workspace, for example for a different department or client.

Team Members by Plan

PlanTeam Members
Free2
Pro5
Scale25
EnterpriseUnlimited

The number of members is the team limit that scales with your plan. To add more people, upgrade your plan or remove inactive members.

Creating an Additional Team

Info

Your first workspace is created for you when you sign up. The steps below are for creating an additional team. Creating a new workspace is part of a paid plan, so you'll choose a plan during setup.

Step 1: Name Your Team

Start a new workspace from the team setup screen. Give the team a name, and optionally upload an avatar (logo) for it. The team name is the only required field, an internal URL identifier is generated automatically from the name.

Step 2: Choose a Plan

Creating an additional workspace continues to billing, where you select a plan and complete checkout.

Step 3: Confirm Creation

Once setup and checkout are complete, the new team is created and you're switched into it. From there you can add websites and invite members.

After Creating a Team

Next Steps

After creating your team:

  1. Add a website - Set up tracking
  2. Invite members - Bring in colleagues
  3. Configure roles - Set permissions

Team Structure

Owner

The team creator is the owner:

  • Full administrative access
  • Billing management
  • Can transfer ownership
  • Cannot be removed

Members

Invited users are assigned one of these roles:

  • Admin - manage the team and most settings
  • Editor - modify data and settings
  • Viewer - read-only access

See Role-Based Access for details.

Naming Your Team

Best Practices

Choose a name that:

  • Reflects your organization
  • Is easy to identify
  • Won't need frequent changes

Examples

GoodWhy
Acme IncCompany name
Marketing AnalyticsDepartment focus
Product TeamTeam name

Changing Later

You can rename a team after creating it:

  1. Go to Settings → Workspace
  2. Edit the team name
  3. Save changes

You can also update the team avatar from the same page.

Team Billing

How Billing Works

  • One subscription per team
  • The owner manages billing
  • All members share the plan
  • Websites count toward the team's plan limit

Upgrading

To upgrade a team:

  1. Go to Settings → Workspace → Billing
  2. Select a new plan
  3. Complete payment
  4. Limits increase immediately

Multiple Teams

If you manage several workspaces, for example different departments, client work (agencies), or separate projects, you can create additional teams.

Creating Another Team

Follow the setup steps above: name the team, then choose a plan and complete checkout. The new workspace is created on a paid plan, so plan selection is part of the flow.

Switching Teams

To switch between teams:

  1. Open the workspace switcher in the sidebar (your workspace name)
  2. Select the workspace you want
  3. The dashboard updates to that workspace

Team Security

Default Settings

New teams have:

  • Email verification required
  • Audit logging of key actions

Enhanced Security

Scale Plan

Scale and Enterprise teams can configure SSO/SAML single sign-on (SAML, OIDC, or OAuth providers), and optionally enforce SSO so members must sign in through your identity provider. Manage this under Settings → Security. Members can also enable multi-factor authentication on their own account under Settings → Account → Security.

Troubleshooting

Can't Create a Team

If team creation fails:

  • Verify your email is confirmed
  • Make sure you completed plan selection and checkout
  • Try a different team name

Need More Members

If you've hit your member limit:

  • Upgrade your plan
  • Remove inactive members
  • Contact us for custom limits on Enterprise

Next Steps

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