How-To Guides
Manage Internal Team

How to Manage Internal Team on Findexar

This guide walks you through setting up and managing an internal team on Findexar.

Prerequisites

Understanding Internal Teams

Internal teams are users within your organization who need access to your ChatGPT apps or agents. They:

  • Don't pay for subscriptions (internal team plans)
  • Have access to organization resources
  • Can be managed by org admins
  • Can be invited via email

Step 1: Create Internal Team Plan

Create a subscription plan for your internal team:

  1. Navigate to Subscription Plans in your organization
  2. Click Create Plan
  3. Configure the plan:
    • Plan Name - e.g., "Internal Team Plan"
    • Plan Type - Select Internal Team Plan
    • Billing Period - Usually Monthly or Annual
    • Price - Typically $0 (internal team plans are usually free)
    • Credit Allocation - Set credits for internal team members
    • Usage Limits - Optional usage limits
  4. Save the plan

Internal Team Plan Settings

  • Plan Visibility - Set to "Internal" or "Private"
  • Target Organization - Automatically set to your organization
  • User Access - Only users in your organization can access this plan

Step 2: Invite Team Members

Invite team members to your organization:

  1. Navigate to Organization Settings
  2. Click on Users or Team Members
  3. Click Invite User or Add Team Member
  4. Enter the user's Email Address
  5. Select User Role:
    • Team Member - Limited access to specific projects
    • Superuser - Extended permissions within organization
  6. Send Invitation

User Roles

  • Team Member - Can access assigned projects and use ChatGPT apps
  • Superuser - Can manage projects and invite other team members
  • Org Admin - Full organization access (you)

Step 3: Assign Internal Team Plan

Assign the internal team plan to team members:

  1. Navigate to Users or Team Members
  2. Find the team member you want to assign the plan to
  3. Click Manage Subscription or Assign Plan
  4. Select Internal Team Plan
  5. Save the assignment

Automatic Assignment

You can also configure automatic assignment:

  • Auto-assign on invite - Automatically assign internal team plan when inviting users
  • Default plan - Set internal team plan as default for new team members

Step 4: Manage Team Member Access

Manage what team members can access:

  1. Navigate to Users or Team Members
  2. Select a team member
  3. Configure Project Access:
    • Assign specific projects
    • Set project-level permissions
    • Configure deployment access
  4. Save the configuration

Step 5: Monitor Team Usage

Monitor team member usage:

  1. Navigate to Analytics or Usage
  2. Filter by Team Members or Internal Users
  3. Review usage statistics:
    • Tool usage per team member
    • Credit consumption
    • Usage trends
  4. Export usage data if needed

Step 6: Manage Team Member Subscriptions

Manage team member subscriptions:

  1. Navigate to Users or Team Members
  2. Select a team member
  3. View Subscription - See current plan and usage
  4. Change Plan - Upgrade or downgrade if needed
  5. Revoke Access - Remove team member access if needed

Troubleshooting

Invitation Issues

  • Invitation not received - Check email spam folder, resend invitation
  • Invitation expired - Send a new invitation
  • User already exists - User may already be in the organization

Access Issues

  • Team member can't access apps - Verify project access and plan assignment
  • Credits not available - Check plan configuration and credit allocation
  • Permission denied - Verify user role and project permissions

Billing Issues

  • Internal team plan charging - Verify plan is set to $0 and internal type
  • Credits not allocating - Check plan configuration and credit settings
  • Usage not tracking - Verify usage tracking is enabled

Best Practices

Team Management

  • Regular Reviews - Periodically review team member access and usage
  • Clear Roles - Assign appropriate roles based on responsibilities
  • Documentation - Document team member access and permissions
  • Onboarding - Provide onboarding materials for new team members

Plan Management

  • Appropriate Credits - Set credit allocation based on team needs
  • Usage Monitoring - Monitor usage to optimize credit allocation
  • Plan Updates - Update plans as team needs change

Next Steps

Now that your internal team is set up:

  1. Invite Team Members - Continue inviting team members as needed
  2. Monitor Usage - Track team usage and optimize credit allocation
  3. Manage Access - Adjust access and permissions as needed
  4. Gather Feedback - Collect feedback from team members to improve

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