Teams

Create teams, invite members, manage roles, and configure team settings.

Teams are how you collaborate with others in Stoa. When you share a project with a team, every member can see it, join sessions, and work together. Each team gets its own dashboard, Spaces, settings, and billing.

Creating a Team

  1. On the dashboard, open the Organization Selector dropdown (shows "Personal" by default).
  2. Click "Create team".
  3. Enter a team name (2-50 characters).
  4. Click Create.
Create Team

You are now the owner of the team with full control.

The Team Home

After creating a team (or completing the Welcome flow), you land on the team home page.

Team Homepage

Getting Started Checklist

New teams see a Getting Started checklist at the top of the page. It walks you through initial setup with steps like inviting teammates, downloading the desktop app, exploring a Space, and starting your first meeting.

Each step has an action button or link. Some steps complete automatically when the underlying condition is met (for example, inviting a team member completes once the team has more than one member). A progress bar shows how far along you are.

The checklist steps are configured by the Stoa team and may change over time. You can collapse the checklist if you want to get to the dashboard content below.

Quick Actions Hub

Once you complete the Getting Started checklist (or click "Skip to Quick Actions"), it is replaced by a Quick Actions hub. This gives you one-click access to common tasks:

  • Start Meeting: pick a Space and jump straight into a session
  • + Space: create a new Space
  • + Project: create a new project
  • Invite: copy your team invite link
  • Activity: go to the activity feed
  • Settings and Billing: team configuration

Stats Cards

Collapsible summary cards below the checklist/Quick Actions:

  • Total Credits: combined balance across all members
  • Total Usage: all-time spend
  • Members: count with breakdown by role (owner, admin, member)

Spaces Section

Lists all Spaces in the team with:

  • Space name and description
  • Number of projects
  • Active live sessions with "Join" buttons
  • Edit and Open actions

Shared Projects Section

Lists all projects shared with the team:

  • Project name and owner
  • File count
  • Which Spaces the project belongs to
  • Active sessions with Join buttons
  • Collapsible past sessions with extracted decisions

Inviting Members

  1. Navigate to your team's Settings page and open the Members & Access tab.
  2. Click Create Invite.
  3. Configure the invite:
OptionDescription
RoleMember (all members can create), or Admin (owner only)
Expires inOptional number of days until the link expires
Max usesOptional limit on how many times the link can be used
  1. Copy the generated link and share it with your teammates.

You can view active invites with usage stats and revoke invites from the same page.

Note

Regular members can now create invite links, but only for the Member role. Owners can create invites for both Admin and Member roles.

Roles and Permissions

CapabilityOwnerAdminMember
Access shared projects and SpacesYesYesYes
Join sessions and callsYesYesYes
Start/stop AI agentYesYesYes
Create Spaces and projectsYesYesYes
Manage membersYesYesNo
Create invite links (Member role)YesYesYes
Create invite links (Admin role)YesYesNo
View billing and usageYesYesNo
Manage team settingsYesYesNo
Change member rolesYesYes*No
Manage API keysYesYesNo
Delete the teamYesNoNo

*Admins cannot modify owners or their own role.

Managing Members

The Members & Access tab in Settings shows all members in a list with:

  • Name, email, and role badge (color-coded: owner, admin, member)
  • Balance and usage columns (visible to admin/owner)
  • Role selector dropdown for changing roles (admin/owner only, cannot modify owners or yourself)
  • Remove button with confirmation dialog
  • Your own entry shows a (You) indicator

Push Notifications

Each member can toggle push notifications for call alerts. This is a per-user setting accessible from the General settings tab.

Team Settings

The Settings page is organized into tabs:

General Tab (Admin/Owner)

Team Identity:

  • Logo: upload a team logo (PNG, JPEG, or WebP, max 512 KB). Drag and drop or click to upload.
  • Name: edit your team's display name inline

API Key:

  • View your team's masked Anthropic API key
  • Copy the key for CLI configuration
  • See when the key was last updated
  • CLI usage: intent configure llm --from-org

Notifications:

  • Toggle browser push notifications for call alerts

Danger Zone (Owner Only):

  • Delete team permanently removes the team and all associated data
  • Shows warnings about remaining balance and member count
  • Requires explicit confirmation
  • This action cannot be undone

Members & Access Tab (All Members)

See Inviting Members and Managing Members above.

Billing Tab (Admin/Owner)

See Billing for details.

What's Next