> ## Documentation Index
> Fetch the complete documentation index at: https://tryprefer.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Teams and Projects in Prefer

> Invite teammates, assign roles, and create projects inside your Prefer workspace. Learn how the tenant and project model works and what each plan allows.

Prefer organizes your account around workspaces and projects. A workspace is the top-level tenant that holds billing, team members, and integrations. Inside a workspace, each project represents one brand you track across AI search engines. This guide shows you how to invite teammates, manage roles, and add projects.

## How workspaces and projects work

* **Workspace (tenant):** the billing unit. It contains team members, integrations, and one or more projects.
* **Project:** a brand you monitor. Each project has its own prompts, competitors, content, and dashboards.

Users belong to a workspace with a role. Roles control who can edit prompts, manage content, view billing, or invite others.

<Note>
  SSO, custom roles, and advanced security controls are available on Enterprise only.
</Note>

## Plan limits for projects

| Plan | Projects allowed | Team members |
| - | - | - |
| Starter | 1 | 1 |
| Growth | 2 | 8 |
| Scale | 5 | 20 |
| Enterprise | Unlimited | Unlimited, with SSO and roles |

If you need more projects, upgrade to Growth, Scale, or Enterprise, or contact support.

## Invite a teammate

<Steps>
  <Step title="Open team settings">
    In your Prefer workspace, go to **Settings → Team**.
  </Step>

  <Step title="Send an invite">
    Click **Invite member**, enter their email address, and choose a role.
  </Step>

  <Step title="Assign a role">
    Pick the right permission level. Common roles include Viewer, Editor, and Admin. The invitee receives an email to join the workspace.
  </Step>
</Steps>

<Tip>
  You can resend or revoke an invite from the same Team page until the user accepts.
</Tip>

## Change a team member's role

<Steps>
  <Step title="Open team settings">
    Go to **Settings → Team**.
  </Step>

  <Step title="Edit the member">
    Find the teammate in the list and click their current role.
  </Step>

  <Step title="Select a new role">
    Choose the updated role and confirm. The change takes effect immediately.
  </Step>
</Steps>

## Create a new project

<Steps>
  <Step title="Open project settings">
    In your workspace, go to **Settings → Projects**.
  </Step>

  <Step title="Add a project">
    Click **New project** and enter the brand name and website URL.
  </Step>

  <Step title="Configure the project">
    Set the home geography, connect Google Search Console if available, and choose your first tracked prompts. You can adjust these later.
  </Step>

  <Step title="Start tracking">
    Confirm to create the project. Prefer begins tracking the new brand with its next tracking run.
  </Step>
</Steps>

<Warning>
  Creating a project counts against your workspace's project limit. If you are at your plan cap, you will need to upgrade before adding another project.
</Warning>

## Related

* [Integrations](/docs/account/integrations) — connect Google Search Console, Slack, and more


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