Manage your team and seats

UserSearch accounts are either single or team. A team account lets several people work together under one team leader, sharing their Cases and drawing on one shared pool of Credits. This page explains what a team account does and where you manage it.

Account Credits & Team Licenses page, My Team active in left nav

Single vs. team accounts

The two account models differ in what is shared:

	Single account	Team account
Cases	Belong to the one user; not shared	Shared across the team
Credits	One user’s balance	One common pool, shared by all members
Control	The account owner	The team leader

• Single accounts do not share. Your Cases and your Credits belong to you alone.
• Team accounts share Cases and share one common pool of Credits, all controlled by a team leader. Every team member draws on the same shared Credit balance and can access the team’s shared Cases.

The shared credit pool

Team members spend from a single shared Credit balance rather than from individual wallets. When any member runs a search, the cost is deducted from the team’s common pool.

Note

Credits are metered across two independent pools — the main Global search-credits pool and the separate S.A.R.G.E. pool used by the AI Agent. In a team account it is the shared balance that members draw down as they search. For how top-up, subscriptions, and the credit pools work, see the Credits and billing guide.

Sharing Cases across the team

Case sharing is a team capability: a team’s Cases are visible to its members rather than locked to a single user. How much a shared Case retains depends on Forensic Mode:

• With Forensic Mode ON, a Case keeps its bookmarking, history, and chain of custody.
• When a Case is Private (Forensic Mode off), there is no bookmarking and no history.

For the full behaviour of Cases and Forensic Mode, see their dedicated guides.

The My Team screen

The entry point to your team is the My Team item in the left navigation. It opens a dedicated My Team screen — a separate surface from the Account Credits & Team Licenses page, which handles credit top-ups and subscriptions rather than seats.

The My Team screen: a Team Members table listing each member's username, email, role, shared-case count and last-active time with a Remove action, above a Waiting Acceptance section

The screen is headed My Team, with the strapline “Collaborate with team members and share bookmarks in real-time.” It has two parts: the Team Members table, and a Waiting Acceptance list of invitations that have not yet been accepted.

Licenses and the members table

The members section is headed Team Members, followed by a live licence count — in the captured account, 30 of 30 licenses used. A seat is a licence, so this reads as every licence in the plan being taken.

The table has one row per member across these columns:

Column	What it shows
USERNAME	The member’s username.
EMAIL	The member’s email address.
ROLE	Either Team Leader (crown icon) or Team Member (person icon).
SHARED CASES	How many of your cases are shared with that member — for example 0 shared — beside a per-member Share button.
LAST ACTIVE	The member’s last-active timestamp.
ACTION	A red Remove button that takes the member off the team.

The account owner appears as the Team Leader (crown), and everyone else as a Team Member (person). In the captured screen the Team Leader’s own row has no Share or Remove control — those actions apply to the other members, not to yourself.

Invite members and Waiting Acceptance

An orange Invite Members button sits at the top-right of the members table. Invitations you have sent that have not yet been accepted appear in the Waiting Acceptance section, which lists each pending invite by EMAIL, LAST INVITE SENT AT, and an ACTION column. When there are no pending invites — as in the captured screen — it shows No data available.

Share cases with a member

Each member row’s Share button opens the Modify Shared Cases modal for that person.

The Modify Shared Cases modal: a checkbox list of the account's cases to share with a chosen teammate, above an explanatory note

The modal is headed Select Cases to Share with the member’s email, and lists your account’s cases as checkboxes (only the Default case in the captured account). A banner reads “In order to make a case sharable, you must update its settings from here.” The modal states the rule directly:

When you mark a case as shareable, you can decide exactly which teammates can access it. Only the people you specifically select will be able to view all of its bookmarks and add new ones. If you do not mark a case as shareable, it cannot be shared with anyone on your team.

Tick the cases to share with that teammate and choose Save, or Close to dismiss without saving. For the case-side of sharing — marking a case shareable in its own settings first — see the Share a case guide.

Remove a member

The red Remove button in a member’s ACTION column takes that person off the team.

Caution

The captured account shows every licence in use (30 of 30). What happens at the licence cap — whether inviting another member is blocked, or prompts you to add seats — is not shown in this capture and is not documented here.

Verified against UserSearch v2.0.20