How to Invite Colleagues to Use Together?

Question Type

User Manual Question

Quick Answer

Need to upgrade to Team version to invite colleagues.

Operation Process:

Step 1: Upgrade to Team version→ Go to Account Settings → Upgrade to Team version→ ¥1,999/month, up to 20 peopleStep 2: Invite colleagues→ Go to Team Settings → Click "Invite Members"→ Enter colleague's email → Send invitationStep 3: Colleague accepts invitation→ Colleague receives email → Click link→ Register/Login → Join teamStep 4: Start collaborating→ Share persona library, research projects, Sage experts

Version Comparison:

Free/Professional version: ❌ Doesn't support inviting colleagues (personal account)
Team version: ✅ Supports inviting up to 20 people, team collaboration

Detailed Instructions

Team Version vs Personal Version

Why Need Team Version?

Personal Version (Free/Professional):

Design purpose: Individual independent useLimitations:❌ Can't invite colleagues❌ Can't share persona library❌ Can't share research projects❌ Each person purchases and uses independently

Team Version:

Design purpose: Team collaborationFeatures:✅ Invite up to 20 colleagues✅ Share team persona library✅ Share research projects✅ Collaborative editing and discussion✅ Unified billing and management

Upgrade to Team Version

Upgrade Process:

Step 1: Go to Account Settings→ Click avatar in top right→ Select "Account Settings"Step 2: Click "Upgrade to Team Version"→ View Team version features and pricing→ ¥1,999/month or ¥19,188/year (20% discount)→ Up to 20 membersStep 3: Select payment method→ Monthly: ¥1,999/month→ Annual: ¥19,188/year (save ¥4,800)→ Payment methods: Alipay, WeChat, corporate transferStep 4: Confirm upgrade→ Fill in team information:  - Team name (e.g., XX Company Product Team)  - Initial member count→ Confirm paymentStep 5: Upgrade complete→ Takes effect immediately→ Personal data automatically becomes team shared→ Can start inviting members

Invite Colleagues

Invitation Process

Step 1: Go to Team Settings

Path 1:→ Account Settings → Team Management → Invite MembersPath 2:→ Sidebar "Team" → Click "Invite Members" button

Step 2: Enter Invitation Information

Invitation form:1. Invitation email:   - Enter colleague's work email   - Can invite multiple at once (one email per line)2. Set role (optional):   - Admin: Can manage team, invite/remove members   - Member: Can use all features   - Viewer: Can only view, not edit3. Add welcome message (optional):   - Custom welcome text   - Explain why inviting to joinExample:Invitation emails:zhang.wei@example.comli.na@example.comRole: MemberWelcome message:"Welcome to our product team! This is our tool for market research and user insights."

Step 3: Send Invitation

Click "Send Invitation" buttonSystem operations:✅ Send invitation email to colleague's inbox✅ Show "Pending" status in team settings✅ Generate unique invitation link (72 hours valid)

Step 4: Colleague Accepts Invitation

Email colleague receives:

Email subject:[Your name] invites you to join [Team name] - atypica.AIEmail content:Hello![Your name] invites you to join [Team name]'s atypica team.atypica is an AI-driven market research tool, helps teams quickly understand user needs.Team size: 5 peopleYour role: MemberWelcome message:"Welcome to our product team!..."→ [Accept Invitation] buttonThis invitation link valid for 72 hours.

Colleague operations:

Step 1: Click "Accept Invitation" button in emailStep 2: If already has atypica account:→ Log in to existing account→ Confirm joining teamStep 3: If doesn't have atypica account:→ Fill in registration info (username, password)→ Automatically join teamStep 4: Join successful→ See team welcome page→ Can access team shared persona library, research projects→ Start using

Member Management

View Team Members

Member List:

Location: Team Settings → Member ManagementDisplay content:1. Member avatar and name2. Email3. Role (Admin/Member/Viewer)4. Join date5. Last active time6. Action buttons (Edit/Remove)Example:Zhang Wei  zhang.wei@example.com  Admin    2026-01-15  2 mins agoLi Na      li.na@example.com      Member   2026-01-20  1 hour agoWang Fang  wang.fang@example.com  Viewer   2026-01-25  Yesterday

Modify Member Permissions

Permission Levels:

Admin:

Permissions:✅ All member permissions✅ Invite/remove members✅ Modify member roles✅ Manage team settings✅ View billing and usage stats✅ Delete team dataApplicable scenarios:- Team leader- Department manager

Member:

Permissions:✅ Create and edit research projects✅ Use team persona library✅ Use team Sage experts✅ Share research results❌ Can't invite/remove other members❌ Can't modify team settingsApplicable scenarios:- Product managers- Market researchers- Designers

Viewer:

Permissions:✅ View team research results✅ View team persona library (read-only)✅ View team Sage experts❌ Can't create or edit❌ Can't use AI features (Interview, Scout)Applicable scenarios:- Executives (only need to see results)- External consultants (temporary view)- Interns (learning phase)

Modify Permissions:

Step 1: Go to Team Settings → Member ManagementStep 2: Find member to modifyStep 3: Click "Edit" buttonStep 4: Select new roleStep 5: Confirm modificationExample:Promote "Li Na" from Member to Admin:→ Click "Edit"→ Select "Admin"→ Confirm→ Li Na immediately gets admin permissions

Remove Members

Removal Process:

Step 1: Go to Team Settings → Member ManagementStep 2: Find member to removeStep 3: Click "Remove" buttonStep 4: Confirm removalConfirmation dialog:"Confirm remove [member name]? After removal: - Member will lose team data access - Member's personal research can be retained or deleted - This operation cannot be undone"Step 5: Select data handling:□ Retain member's personal research (transfer to team)□ Delete member's all personal researchStep 6: Confirm removal

Removal Consequences:

Removed member:❌ Immediately loses team access❌ Can't access team persona library❌ Can't access team research projects❌ Can't use team Sage experts✅ Can choose to keep personal account (downgrade to free version)✅ Or completely delete account

Team Collaboration Features

1. Shared Persona Library

Team Persona Library:

Features:✅ All members share same persona library✅ Personas created by any member, available to whole team✅ High-quality custom personas based on real interviews accumulatedValue:- New members quick start (use team's existing personas)- Knowledge asset accumulation (won't lose with member departure)- Avoid duplicate persona buildingUsage:→ When creating persona, select "Team Persona Library"→ Persona automatically shared with whole team→ Other members can see in persona selector

2. Shared Research Projects

Research Project Sharing:

Features:✅ Selectively share research projects✅ Team members can view/edit (based on permissions)✅ Collaborative discussion and annotationSharing method:→ When creating research, select "Team Visible"→ Or in existing research click "Share with Team"Permission settings:- View only: Can only view research content- Editable: Can continue asking questions and generating reports- Admin: Can delete researchUse cases:- Product manager shares user needs research- Marketing shares market insights- Designer shares user experience research

3. Shared Sage Experts

Sage Expert Sharing:

Features:✅ Team-level Sage experts✅ All members can consult same expert✅ Expert knowledge continuously accumulatedTeam Sage examples:1. UX Design Expert: Based on company design specs2. Product Strategy Expert: Based on historical product docs3. Marketing Expert: Based on marketing case library4. Tech Architecture Expert: Based on technical docsValue:- Knowledge inheritance (senior employee experience becomes Sage expert)- New employee training (new members directly consult team Sage experts)- Unified standards (whole team based on same expert recommendations)

Billing and Costs

Team Version Billing

Billing Method:

Team version: ¥1,999/month or ¥19,188/year- Includes up to 20 members- No additional charge per member- Annual payment gets 20% discountOver 20 people:- Contact sales team- Custom enterprise plan- Quote on demand

Who Pays the Fees?

Payment Methods:

Option 1: Admin pays (default)→ Team admin binds payment method→ Auto-deduct monthly→ Invoice to adminOption 2: Company unified payment→ Fill in company name→ Corporate transfer→ Issue VAT special invoiceOption 3: Member split (manual)→ Team admin pays first→ Internally negotiate split→ atypica doesn't participate in split

View Team Usage Statistics

Usage Statistics:

Admin can view:✅ Team total usage (Interview, Scout count)✅ Each member's usage✅ Persona library count and usage frequency✅ Sage expert usage stats✅ Storage space usageLocation:→ Team Settings → Usage StatisticsPurpose:- Understand team usage situation- Optimize resource allocation- Judge if need upgrade package

Use Cases

Case 1: Product Team Collaboration

Team Composition:

5-person product team:- Product Director (1 person): Admin- Product Managers (3 people): Members- User Researcher (1 person): Member

Collaboration Method:

Product Director:→ Create team, invite 4 colleagues→ Set up team persona library (5 core user personas)→ Create Product Strategy Sage expertProduct Manager A:→ Research new feature needs→ Create research and share with team→ Other product managers can view and discussProduct Manager B:→ Test pricing strategy→ Use team persona library's existing personas→ Save time, quickly validateUser Researcher:→ Deep user interviews→ Create high-quality custom personas→ Add to team persona library for all to useProduct Director:→ View all research results→ Export comprehensive report to executives→ Make decisions based on data

Value:

Knowledge sharing: Avoid duplicate research
Quick decisions: Based on team accumulated insights
Unified standards: Whole team uses same persona set and Sage experts

Case 2: Cross-Departmental Collaboration

Team Composition:

10-person cross-departmental team:- Product Dept (4 people)- Marketing Dept (3 people)- Design Dept (3 people)

Collaboration Method:

Product Dept:→ Research user needs→ Create feature requirements research project→ Share with Design DeptDesign Dept:→ Based on Product Dept's research→ Design user interface→ Test design schemes (use same persona set)Marketing Dept:→ Research marketing strategy→ Use Product Dept and Design Dept's research results→ Develop marketing plansWhole Team:→ Share 30+ personas→ Share 10+ research projects→ Share 5 Sage experts→ Form complete knowledge network

Common Questions

Q1: Can free or professional version invite colleagues?

No, only Team version supports.

Reason:

Free/Professional version: Designed for individual use
Team version: Specifically designed for team collaboration

If need to invite colleagues:

Upgrade to Team version: ¥1,999/month
Or each person independently purchases Professional version: ¥499/month (but can't collaborate)

Cost Comparison:

5-person team:Plan A (each buys Professional version):- Cost: ¥499 × 5 = ¥2,495/month- Problem: Can't collaboratePlan B (Team version):- Cost: ¥1,999/month- Advantage: Collaboration + save ¥496/month

Q2: How many people can be invited?

Team version standard: Up to 20 people.

Over 20 people:

Contact sales team
Custom enterprise plan
Email: enterprise@atypica.ai

Q3: Do invited colleagues need to pay separately?

No, Team version fee includes all members.

Billing Method:

Team version: ¥1,999/month (up to 20 people)- Regardless of actual member count- No additional charge per member- 5 people and 20 people, same cost

Q4: What if colleague rejects invitation?

Resend invitation.

Operations:

Step 1: Go to Team Settings → Member ManagementStep 2: Find "Pending" status memberStep 3: Click "Resend Invitation"Step 4: New invitation email sentIf continues rejecting:- Ask colleague reason- Or remove invitation

Q5: How to handle after member leaves?

Remove member, data can be retained or deleted.

Operation Process:

Step 1: Go to Team Settings → Member ManagementStep 2: Find departed memberStep 3: Click "Remove"Step 4: Select data handling:- Retain data (transfer to team)- Delete data (completely remove)Step 5: Confirm removalAfter removal:✅ Member immediately loses access✅ Team data won't be taken away✅ Meets enterprise data security requirements

Q6: Can different members have different permissions?

Yes, supports 3 roles.

Role Permissions:

Admin:✅ Full control (invite/remove/manage)Member:✅ Create and edit research❌ Can't manage teamViewer:✅ Can only view❌ Can't edit or create

Q7: Can Team version downgrade to personal version?

Yes, but note data handling.

Downgrade Process:

Step 1: Go to Team SettingsStep 2: Click "Downgrade to Personal Version"Step 3: Select data handling:- Retain your personal data- Other members' data transfer to other admin or deleteStep 4: Confirm downgradeAfter downgrade:- You become Professional version (¥499/month)- Other members lose access- Team data retained or deleted based on choice

Last Word

"Inviting colleagues requires upgrading to Team version (¥1,999/month, up to 20 people). After upgrade can invite colleagues, share persona library, research projects, and Sage experts. Supports permission management (Admin/Member/Viewer), unified billing and collaboration."

Remember:

✅ Team version supports: Up to 20 people collaboration
✅ Invitation method: Enter email, send invitation
✅ Sharing features: Persona library, research projects, Sage experts
✅ Permission management: Admin/Member/Viewer 3 roles
✅ Unified billing: ¥1,999/month includes all members
✅ Member management: Add/remove members anytime

Related Feature: Team Collaboration Document Version: v2.1 Update Date: 2026-02-02 Update Notes: Updated terminology and platform information