Team Management
Team features are part of the Business plan: invite teammates, assign roles, and add allowed domains. Single sign-on comes with Enterprise. Free and Pro are single-user plans, so their workspace has one seat, held by the owner.
Inviting team members
- Go to the portal and open Team.
- Click Invite Member.
- Enter the invitee’s email.
- Pick their role (Member or Admin).
- Click Send Invite.
The invitee gets an email with a signup link. When they accept, they’re added to your workspace and inherit its plan and quotas.
Roles
Formula Foundry has three workspace roles:
| Role | Permissions |
|---|---|
| Owner | Full access. Manages billing, membership, workspace settings, and SSO. Exactly one per workspace. |
| Admin | Invite/remove members, edit workspace settings, manage team snippets. Cannot touch billing. |
| Member | Uses Formula Foundry with the plan’s features. No team or billing controls. |
Removing a member
- Open Team in the portal.
- Find the person.
- Use the three-dot menu → Remove.
Removed members lose workspace access immediately, including any team snippets. Their personal account and private snippets remain intact.
Seat management
Seat controls depend on the plan’s allowSelfServeSeatManagement capability:
- Business — the owner changes the seat count through Billing in the portal; Stripe adjusts the subscription. Every member and every pending invite takes a seat.
- Free and Pro — one seat for the owner. Upgrade to Business to add teammates.
- Custom contracts — seat changes may be handled as part of the agreement; the self-serve buttons are hidden when that’s the case. Contact support for adjustments.
Allowed domains (Business)
On Business plans, owners and admins can add your company’s email domains under Settings → Domain-based Access in the portal. Anyone who signs in to Formula Foundry for the first time with an address on one of those domains joins the workspace automatically as a Member, with no invite needed. Once SSO is enabled, the same domains are routed to your identity provider at sign-in.
Single sign-on (Enterprise)
Enterprise workspaces can enable SSO via WorkOS, supporting providers like Okta SAML and Azure AD OIDC. Under Workspace → SSO, connect your identity provider and WorkOS will handle the handshake. Once enabled, members sign in through your IdP instead of Google or Microsoft.
Transferring ownership
To transfer workspace ownership to another admin, contact support@formulafoundry.io.