This section provides an overview of the team that a user of the company is currently in.

The free tier allows users to create one team, and the ability to create additional teams can be accessed with a paid plan.

Creating a new team

To create a new team, click on “Manage your subscriptions” and fill in further details on the number of additional teams required, the number of wallets and transactions to be tracked and any other information that might help us help you.

Switching Between Teams

If you are a member of multiple teams in consola.finance, you can easily navigate and switch between workspaces. Here's how:

1. Look for the "Profile Settings" section, usually located in the top-right corner of the screen.
2. In the "Profile Settings" dropdown, you will find the name of the current team you are working with. Click on the team name button.
3. A dropdown menu will appear, showing a list of teams you are associated with. Select the team you want to switch to from the dropdown.
4. Upon selecting the desired team, the interface will refresh, and you will be switched to the chosen workspace, allowing you to access and manage the specific team's data and settings.

Permissions

There are three types of permissions that can be assigned at the moment:

1. Admin: This permission level grants the user complete control over all team actions, including the ability to add or remove members at any time and the authority to edit or delete team wallet transactions.
2. Editor: This permission level grants the user access to view and edit wallet names, transaction cost basis, and export reports, but does not allow them to delete any wallets.
3. Viewer: This permission level grants the user access to view wallet, transaction histories, and export reports, but does not allow them to edit or delete anything.

With a paid plan, users can create new teams and invite members via email, and also revoke invites if necessary.