> For the complete documentation index, see [llms.txt](https://docs.getblock.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.getblock.io/getting-started/how-to-set-up-an-account/team-accounts-setup.md).

# Team accounts setup

Set up your team account on GetBlock, invite and onboard team members with this step-by-step guide.

A team account is **a shared workspace** **where multiple users can collaborate**. This setup is ideal for companies and teams using GetBlock services.

**Key benefits:**

* **Organized collaboration:** Work together on company resources.
* **Enhanced security:** Role-based access limits each member to only the features they need.
* **Efficient management:** Easily switch between personal and team accounts.

A **team account user** is a regular GetBlock user. When invited to a team, they can work on company resources, manage service plans or team settings, provided the corresponding permissions are granted.

***

### Creating a team account on GetBlock

This part covers a step-by-step guide to setting up your team workspace.

1. Sign in to your GetBlock account. If you don’t have a user account yet, create one following [this guide](/getting-started/how-to-set-up-an-account.md).
2. Click on the **profile icon** in the bottom-left corner of the sidebar. Select "**Create new team**" from the dropdown menu.

<figure><img src="https://3589185681-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFOeg95CadVyFvyLi70Bh%2Fuploads%2Fgit-blob-52ffa3f021416a4e289b3beed27f287d3b25c00b%2Fteam_create_new.svg?alt=media" alt="How to create a team account on GetBlock"><figcaption></figcaption></figure>

3. A popup window will appear. Assign a team name and click the "**Create team**" button.

<figure><img src="https://3589185681-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFOeg95CadVyFvyLi70Bh%2Fuploads%2Fgit-blob-f38ee2bf26272f8775543ccdd9196d3fc65820e6%2Fteam_create_step1.svg?alt=media" alt="Creating an enterprise account with RPC node provider GetBlock"><figcaption></figcaption></figure>

3. Once the space is created, navigate to **Account Settings** > **Team** to manage team settings or add teammates.

<figure><img src="https://3589185681-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFOeg95CadVyFvyLi70Bh%2Fuploads%2Fgit-blob-07056e120be0253eb2a32c14d3a385966c4819f0%2Fteam_view.svg?alt=media" alt="Collaboration feature for GetBlock enterprise users"><figcaption></figcaption></figure>

***

### Adding teammates

The creator of the team account controls who gets invited and manages user roles.

{% hint style="warning" %}
**Limits on GetBlock team accounts:**

* Each user can create up to **3 teams**.
* A user can be invited to an **unlimited number of teams**.
* One team can have a maximum of **30 users.**
  {% endhint %}

You can invite team members to join your team account using either their email address or GetBlock User ID.

* **If the teammate has a GetBlock account**: You can invite them using their **ID**. Since they are already registered, they just need to accept the invitation.
* **If the teammate is not registered on GetBlock**: Invite them via **email** so they can first create an account before joining the team.

{% tabs %}
{% tab title="The teammate has a GetBlock account" %}

1. Go to **Account Settings > Team**.
2. Click **"Add team member"** in the top-right corner.
3. Request the **User ID** from the teammate (they can find it under **Account Settings** > **General**).
4. Enter the name, User I&#x44;**,** and **send the invite**.

<figure><img src="https://3589185681-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFOeg95CadVyFvyLi70Bh%2Fuploads%2Fgit-blob-46387c34f9219b72a0ded3e5dfce028ae1c98d66%2Fteam_add_ID.svg?alt=media" alt="Adding users to the team account on GetBlock"><figcaption></figcaption></figure>

The user gets a notification and can accept the invite.
{% endtab %}

{% tab title="The teammate is not registered on GetBlock" %}

1. Go to **Account Settings > My Team**.
2. Click **"Add team member"** in the top-right corner.
3. Enter the teammate's name and **email address.**
4. Send the invite.

{% hint style="warning" %}
The invite link is valid for 30 minutes. If it expires, please resend an invitation.
{% endhint %}

<figure><img src="https://3589185681-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFOeg95CadVyFvyLi70Bh%2Fuploads%2Fgit-blob-9383a448000fc27d5ef4f07834862270bc34b034%2Fteam_add_mail.svg?alt=media" alt="Inviting teammates to GetBlock&#x27;s team account"><figcaption></figcaption></figure>

The user will receive an invitation email with a link to sign up and join the team.
{% endtab %}
{% endtabs %}

A team member is marked as ![Active](https://3589185681-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFOeg95CadVyFvyLi70Bh%2Fuploads%2Fgit-blob-a406692e9eab50bbc5016556ef314c1f186b4d8b%2FComponent%2020.svg?alt=media) when they have successfully accepted the invitation and joined the team.

If the invitation has been sent but not yet accepted, their status remains ![Pending](https://3589185681-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFOeg95CadVyFvyLi70Bh%2Fuploads%2Fgit-blob-1147c925661d3f5b4f178ac342460426288bc6f0%2FComponent%2021.svg?alt=media).

***

### Managing roles & permissions

Once the user has joined, the team owner or an admin can update their permissions:

1. Go to **My Team** in Account Settings.
2. Click the **three-dot menu** (⋮) next to a team member.
3. Select **"Edit access level"**.
4. Assign **permissions**:
   * **Endpoints:** Create and manage node endpoints, access tokens, and view statistics.
   * **Subscriptions & payments:** Handle payments and plans.
   * **Admin:** Includes all the above permissions, plus the access to manage team settings and member roles.
5. Save changes.

<figure><img src="https://3589185681-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFOeg95CadVyFvyLi70Bh%2Fuploads%2Fgit-blob-c998221e53e89c5fc8ae22a1f1abe65b5f9eba0b%2FAccess%20level%20(2).svg?alt=media" alt="Managing team account user permissions and roles"><figcaption></figcaption></figure>

{% hint style="warning" %}
If a Member has no permissions assigned, they will have **View-Only access** by default.
{% endhint %}

#### **Roles-based permissions**

This table provides a breakdown of actions team account users can perform based on their role.

<table><thead><tr><th width="358.49609375">Action</th><th width="103.0234375" align="center">Owner</th><th width="108.4375" align="center">Admin</th><th align="center">Member</th></tr></thead><tbody><tr><td>Create &#x26; manage access tokens</td><td align="center">✅</td><td align="center">✅</td><td align="center"><a data-footnote-ref href="#user-content-fn-1">🔓</a></td></tr><tr><td>Manage subscriptions &#x26; payments</td><td align="center">✅</td><td align="center">✅</td><td align="center"><a data-footnote-ref href="#user-content-fn-2">🔓</a></td></tr><tr><td>Add &#x26; remove team members</td><td align="center">✅</td><td align="center">✅</td><td align="center">❌</td></tr><tr><td>Edit access levels</td><td align="center">✅</td><td align="center">✅</td><td align="center">❌</td></tr><tr><td>Promote to Admin</td><td align="center">✅</td><td align="center">❌</td><td align="center">❌</td></tr></tbody></table>

{% hint style="success" %}
If you need someone to help manage other team members, be sure to give them **Admin** status.
{% endhint %}

***

### Revoking team access

To remove a user from your team account:

1. Navigate to **Team** in the **Account Settings**.
2. Click the **three-dot menu** (⋮) next to the team member name.
3. Select **"Remove"** from the dropdown menu.

<figure><img src="https://3589185681-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFOeg95CadVyFvyLi70Bh%2Fuploads%2Fgit-blob-8ad9e53a5151eb237beb3803aae4e35c844cee24%2Fteam_revoke.svg?alt=media" alt="Instructions to remove a team user from the GetBlock team account"><figcaption></figcaption></figure>

{% hint style="success" %}
When removed from a team, users lose access to that team workspace but keep their personal account.
{% endhint %}

***

### How to join a team account

If you’ve been invited to a team on GetBlock, follow these steps to accept the invitation and join the team.

{% tabs %}
{% tab title="Registered on GetBlock" %}
When you have a pending team invitation, a notification badge appears on your account icon <img src="https://3589185681-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFOeg95CadVyFvyLi70Bh%2Fuploads%2Fgit-blob-911b6f35af5dc3182c763f9d6868822a4cbbd45a%2FAcc_Icon.svg?alt=media" alt="" data-size="line">.

1. Click your **account icon** to view an invitation.
2. Click **"Accept"** if you're ready to join.

<figure><img src="https://3589185681-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFOeg95CadVyFvyLi70Bh%2Fuploads%2Fgit-blob-fef01c69760ccc51458940e0491a22d0930873e8%2Fteam_accept_invite.svg?alt=media" alt="How to join a team account on GetBlock"><figcaption></figcaption></figure>

3. After accepting the invitation, you are given access to your team’s workspace. Your [role and permissions](#roles-based-permissions) will be **determined by the team owner or admin**.

<figure><img src="https://3589185681-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFOeg95CadVyFvyLi70Bh%2Fuploads%2Fgit-blob-e4eb83acfa81384f5b022e18886f6d9e84a19f96%2Fteam_view_access.svg?alt=media" alt="Viewing permissions for team account users"><figcaption></figcaption></figure>
{% endtab %}

{% tab title="New to GetBlock" %}
When someone who is not yet registered on GetBlock receives a team invitation, they must first sign up for an account:

1. Check your **inbox** for an email invitation from GetBlock.
2. Clicking the **invitation link** redirects you to the sign-up page.
3. Create a **secure password** for your new account.
4. Check the boxes to agree to the **Terms of Service and Privacy Policy** and complete the registration.

{% hint style="warning" %}
The invite link is **valid for 30 minutes**. If it expires, ask the team **owner** or **admin** to send a new invitation.
{% endhint %}

<figure><img src="https://3589185681-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFOeg95CadVyFvyLi70Bh%2Fuploads%2Fgit-blob-e0b347c4937dc67e9a475ec362c41d862679b4b6%2Fteam_sign-up.svg?alt=media" alt="GetBlock sign-up page"><figcaption></figcaption></figure>

Once registered, you’ll have your personal GetBlock account. Additionally, you gain access to the team’s dashboard and resources based on [permissions](#roles-based-permissions) given by the team owner or admin.

{% hint style="info" %}
**Next steps: Explore GetBlock**

Now that you’ve joined a team, here are a few useful resources to help you get started:

* [**Getting Started** ](/readme.md)– Learn more about GetBlock.
* [**Managing Endpoints** ](/getting-started/endpoint-setup.md)– How to create and manage node endpoints.
* [**Plans & Limits**](/getting-started/plans-and-limits.md) – Understanding plans and payments.
  {% endhint %}
  {% endtab %}
  {% endtabs %}

***

### **Switching between personal & team accounts**

{% hint style="success" %}
A team user **does not lose** access to their personal account. They can still use and manage their own endpoints and subscriptions.
{% endhint %}

To switch between your personal account and any team accounts you are part of:

* Click the **account icon** in the left panel.
* A dropdown will show all **teams & personal accounts**.
* Switch between them as needed.

<figure><img src="https://3589185681-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFOeg95CadVyFvyLi70Bh%2Fuploads%2Fgit-blob-3c3ee780be6cfd37a3291beb7b210ea48d3c34a8%2Fteam_switch.svg?alt=media" alt="Using GetBlock&#x27;s personal and team accounts"><figcaption></figcaption></figure>

The teams list is sorted by recent activity, with the most recently accessed accounts at the top.

***

### **Best practices for team security**

* Regularly review and **audit permissions**. Revoke access for users who are no longer active.
* Grant admin privileges only to **trusted team members**.
* Give Members **only the necessary permissions** (e.g., endpoints access or subscriptions management).
* Never **share login credentials**—use team accounts instead.

***

### **Need help?**

If you run into any issues or have questions, please check out our [FAQ](https://getblock.io/faq/) or visit our [Contact Center](https://getblock.io/contact/). You can also use the **Help** button within your GetBlock dashboard to access support or submit a request.

[^1]: Not enabled by default; must be assigned by an Owner or Admin

[^2]: Not enabled by default, must be assigned by an Owner or Admin
