ToDiagram

Teams

Collaborate with your team using shared document access

Teams plan allows you to share documents with team members and manage billing centrally. One person acts as the team owner with the ability to add or remove members.

Teams plan requires a minimum of 3 members.

Quick Start

Subscribe to Teams Plan

  1. Click your account menu in the editor
  2. Go to Billing tab
  3. Select Teams plan
  4. Choose billing cycle (Monthly or Annual)
  5. Enter number of seats (minimum 3)

Create Your Team

  1. After subscription, go to Team tab
  2. Click Create Team
  3. Your team is created automatically
  4. You are assigned as team owner (Admin role)

Invite Members

  1. In Team tab, click Invite members
  2. Toggle visibility to Public (required for invites)
  3. Copy the invite link
  4. Send link to team members
  5. Members click link to join

Team Plans

What's Included

Teams plan includes everything in Pro, plus:

  • ✅ Share documents with team members
  • ✅ Manage billing centrally
  • ✅ Team document library
  • ✅ Invite link management
  • ✅ Seat management

Each team member needs their own seat. The owner's seat is included in the minimum 3 seats.

Team Management

Team Tab

Access team management from:

  1. Click account menu
  2. Select Team tab

Team Tab Shows:

  • Team members table
  • Seat usage (e.g., "3/5 Seats")
  • Invite members button
  • Settings menu (owner only)

Team Roles

RolePermissions
Admin (Owner)Full control: invite/remove members, update seats, delete team, manage billing
MemberCan view team documents, remove self from team

Only the team owner has Admin role. All other team members are Members.

Inviting Members

Invite Process

Open Invite Modal

Click Invite members button in Team tab.

Set Visibility to Public

Toggle the visibility switch to Public:

  • 🔒 Private: Invite link disabled
  • 🌐 Public: Invite link enabled

Visibility must be Public to share invite links. This only affects invite functionality, not document sharing.

  1. Click the copy icon next to the invite link
  2. Link format: https://todiagram.com/invite/[invite-id]
  3. Share link via email, Slack, or any messaging platform

Members Accept Invite

  1. Team member clicks invite link
  2. Signs in (or creates account)
  3. Accepts team invitation
  4. Automatically added to team

If your invite link is compromised:

  1. Open invite modal
  2. Click Reset invite link (bottom of modal)
  3. Old link becomes invalid
  4. New link generated automatically
  5. Share new link with team

Managing Members

View Members

Team members table shows:

  • User: Email address
  • Role: Admin (owner) or Member
  • Remove: ✕ icon to remove member

Remove Members

Owner Can Remove:

  • Any member except themselves
  • Click ✕ icon next to member
  • Confirm removal

Members Can Remove:

  • Only themselves (leave team)
  • Click ✕ icon next to their own name

Seat Usage

Displayed at bottom of members table:

3/5 Seats
  • Current members / Total purchased seats
  • Cannot invite more members than available seats
  • Update seats to add more members

Seat Management

Update Seats

Only team owner can update seats.

Open Settings

  1. Go to Team tab
  2. Click ⚙️ settings icon (top right)
  3. Select Update Seats

Enter New Quantity

  1. Enter total number of seats (minimum 3)
  2. Must be ≥ current member count
  3. Click confirm

Billing Update

  • Subscription is updated immediately
  • Prorated charge/credit applied
  • New seat count reflected in team tab

You cannot reduce seats below current member count. Remove members first, then reduce seats.

Sharing Documents with Team

Enable Team Sharing

  1. Open Cloud modal
  2. Find your document
  3. Click ⋮ (three dots) menu
  4. Select Change Visibility
  5. Choose Team

Team Document Access

When document visibility is set to Team:

  • All team members can view the document
  • Appears in Team Documents tab
  • Owner can still edit, rename, delete
  • Members can view and create their own copy

Team Documents Tab

In Cloud modal, switch to Team Documents tab:

  • Shows all documents shared by any team member
  • Filter and search like personal documents
  • Cannot delete others' documents
  • Can open and explore team documents

Team Owner Actions

Delete Team

Deleting a team cannot be undone. All team members will lose access to team documents.

Access Delete Option

  1. Go to Team tab
  2. Click ⚙️ settings icon
  3. Select Delete Team

Confirm Deletion

Read the warning:

  • Cancellation takes effect at end of billing period
  • Team and all members will be deactivated
  • Team documents remain with their respective owners

Cancel Subscription

To complete deletion:

  1. Go to Billing tab
  2. Cancel subscription
  3. Team remains active until period ends

FAQ

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On this page

Quick StartSubscribe to Teams PlanCreate Your TeamInvite MembersTeam PlansWhat's IncludedTeam ManagementTeam TabTeam RolesInviting MembersInvite ProcessOpen Invite ModalSet Visibility to PublicCopy Invite LinkMembers Accept InviteReset Invite LinkManaging MembersView MembersRemove MembersSeat UsageSeat ManagementUpdate SeatsOpen SettingsEnter New QuantityBilling UpdateSharing Documents with TeamEnable Team SharingTeam Document AccessTeam Documents TabTeam Owner ActionsDelete TeamAccess Delete OptionConfirm DeletionCancel SubscriptionFAQRelated Features