Getting Started with Teams
Setting up a team takes a few minutes and no sales call. Setup walks you through five steps in order, name your team, add your first source, invite teammates, choose seats, choose a plan, and you can step back through any of them without starting over.
If you already belong to another team, or a checkout is already in progress, finish or cancel that before starting a new Teams checkout.
1. Name your team
Choose Set up a team, name the workspace, and say what your team does. That answer matters: it decides what Scholarly drafts for you in the next step.
2. Add your first source
One file, link, or item from your library is enough. This is the step that makes the rest of setup worth doing.
From that single source Scholarly:
- creates a team-owned project carrying shared instructions, so it belongs to the team rather than to you;
- shares the source with the team, so it's in the Library before anyone arrives;
- drafts a first artifact matched to the job your team named, an SOP for onboarding and documentation, a report for research and marketing, a case study for client work.
The draft keeps building in the background while you carry on to invites, and it's shared with the team when it lands. You don't have to wait for it.
3. Invite teammates
Before you choose a team plan, the workspace has one seat, yours. Enter email addresses and choose Member or Admin for each person; these invites wait and are sent as soon as you choose seats and complete checkout. Once the team plan is active you can also copy a join link and drop it into your own chat tool. Pending invitations hold a seat until they're accepted, revoked, or expire.
The invite step shows you what teammates will see on arrival, and offers to share something first if the Library is still empty. Invite emails list the most recently shared work as links, which is why adding a source before you invite is what makes the invite land.
Until you buy a team plan, your AI models and limits come from your own personal plan. Upgrade your team plan to unlock more: seats for teammates, and the same Premium or Laureate access on every seat.
See Joining a Team for what your teammates see.
4. Choose seats
Set how many seats you want. The paid seat count has to cover active members plus pending invitations, and seats can be changed later from Team → Billing.
5. Choose a plan
Pick Premium for Teams or Laureate for Teams, choose monthly or yearly billing, and review the per-seat total at checkout:
| Plan | Monthly | Yearly |
|---|---|---|
| Premium for Teams | $35 per seat each month | $336 per seat each year, about $28 per seat a month |
| Laureate for Teams | $110 per seat each month | $1,056 per seat each year, about $88 per seat a month |
Yearly billing saves 20%. Teams is self-serve for 1–29 seats; for more than that, or for invoicing and purchase orders, contact us from the Teams page.
Not ready yet? Skip checkout for now and upgrade your team plan from Team → Billing whenever you're ready. Until then the workspace is just your seat.
Checkout upgrades the existing workspace in place: same content, same people, same projects. It does not change the personal plan on your account, and your private content stays yours. If you leave checkout part-way, the workspace stays exactly as it was.
What each paid seat gets
Every seat gets the full plan, not a cut-down team version:
- Premium for Teams: 15 AI Creation Credits each week, unlimited Auto chat, a weekly premium chat usage allowance, 20 meetings a week up to 10 hours each, uploads to 300 MB, 1,000-page PDFs, editable Word/PowerPoint/Google exports.
- Laureate for Teams: 80 AI Creation Credits each week, unlimited Auto chat, 4× Premium's premium chat usage, 100 meetings a week, uploads to 1 GB, 3,000-page PDFs, priority generation, and the Frontier models by name.
AI Creation Credits, meetings, and premium chat usage each have their own allowance and reset every Monday at 00:00 UTC. Each person uses their own allowance; there is no shared team balance. Members see creation and meeting usage in Settings → Plan & usage, and premium chat usage in the chat model menu. Best and premium chat models use that allowance; Auto remains unlimited.
When someone runs out mid-week
A seat that uses all of its weekly AI Creation Credits is not stuck until Monday. The limit notice opens that person's usage and offers a credit pack, and an Owner or Admin can buy a pack for any member on the team's bill from Team → Overview or Team → Billing. Those credits go to that member, never expire, and are spent only after their weekly allowance. Credit packs top up creations, not premium chat usage. If premium usage runs out, chat continues on Auto until the weekly reset. Nobody needs a second subscription to top up creation credits. See AI Credit Packs.
Build out the shared Library
This is the step that decides whether a team workspace sticks. Upload the material your group actually reaches for, onboarding docs, product specs, policy PDFs, recorded calls and training sessions, the reports people keep re-reading.
Put related material in a folder, open Share, and choose Everyone at [team name]. Shared items land in the team Library, which is what teammates open when they arrive. Everyone can browse it and create their own grounded work from it, while ownership stays with the person who shared it. Nothing you keep outside the team is exposed by joining one.
A good starting shape is one folder or team project per recurring need, Onboarding, Product, Policies, Customer calls, rather than one per person.
Watch adoption
Open Team → Overview → Activity. It shows the last 30 days by default, and you can switch to the last 7.
It leads with completed creations broken down by type, then active members, AI generations, chat messages, and study sessions, with a per-member breakdown behind a disclosure. These are adoption signals, not a spend ledger; there is no shared wallet to run down. Each member sees their own limits in Settings → Plan & usage.
For shared videos and podcasts, Owners and Admins can also open Shared lectures for per-person progress, completion, question scores, and CSV export. These report playback and answers, not certified completion.
If activity is concentrated in one or two people, check whether the Library contains the material others need and ask what blocked them. See Rolling Scholarly Out to Your Team.
Related
- Scholarly Teams, plans, pricing, seats, and roles.
- Managing Your Team, invitations, roles, model policy, billing, and Activity.
- Your Team Library and Team Projects, the Library tab and team-owned projects.
- Rolling Scholarly Out to Your Team, a practical first-month plan.
- Sharing with Your Team, build and use a shared Library.
- AI Credit Packs, topping up a member who has used their week's credits.
- Data, Privacy, and Model Controls in Teams, the answers a security or procurement review will ask for.