Help Center / Create and Manage Team Workspaces

Tutorial

Create Your Team Workspace

Create a shared Team workspace, invite teammates, and set up agents, tools, and billing.

5 min read
On This PageBefore You Start
  1. Before You Start
  2. Create the Workspace
  3. Invite Teammates
  4. Set Up the First Shared Workflow
  5. Review Account and Billing Settings
  6. Troubleshooting
  7. Related Guides

Before You Start

Use a Team workspace when more than one person needs shared access to agents, integrations, schedules, traces, or account settings. A trace is the step-by-step run log for an agent request. Create the workspace before connecting production tools so ownership and billing are clear from the beginning.

Decide who should own the workspace. The owner should control billing, plan limits, connected provider accounts, and sensitive changes such as connecting the workspace ChatGPT account.

Create the Workspace

Open the Teams or workspace switcher area from your account, then choose the option to create a new Team workspace. Use a recognizable workspace name such as the company, department, or client name your teammates will expect.

After creation, confirm you are viewing the new Team workspace before creating agents or connecting tools. If you belong to multiple workspaces, check the active workspace name before each setup step.

Invite Teammates

Invite the teammates who need to collaborate on agent work. Start with the smallest group that can test the workflow, then add more people after the first agents and approval rules are stable.

Tell each teammate which workspace to use, which agent owns the first workflow, and which actions require review. This prevents work from splitting across personal and Team workspaces.

Set Up the First Shared Workflow

Create or move the first agent inside the Team workspace. Keep the initial role narrow, then connect only the apps required for the first test.

For team-owned workflows, connect shared or admin-approved provider accounts when your policy requires it. Run a read-only test before approving actions that send messages, change records, or spend credits.

Review Account and Billing Settings

Check plan limits before inviting a larger team or scheduling recurring jobs. Team workspaces can use credits faster when multiple people run agents, deploy chatbots, or connect tool-heavy workflows.

If the workspace should use a connected ChatGPT account for eligible Super Agent runs, have the organization owner connect it from the command center and verify the behavior with a small request.

Troubleshooting

If a teammate cannot see an agent, confirm they accepted the invite and are using the same Team workspace where the agent was created.

If a connected app is missing, reconnect it from the active Team workspace and confirm the agent has the required tool enabled.

If work appears in the wrong place, switch back to the intended Team workspace before creating more agents, schedules, or integrations.

Was this helpful?

Your feedback helps us rank and improve Help Center articles.