Collaborate with Your Team
Users can join a team to collaborate, sharing data such as labels, saved charts, shared links, and monitors within that team. Each user is restricted to being a member of just one team.
Create your team
To start collaborating, create a team first. All teams need a subscription.
Click 'Create a New Team', set up your team information, and select a plan to begin.
Add team members
Team admin can invite other MetaSleuth users to join Your Team from the 'My Team' section in the Team settings.
Each team member can have one of the following roles:
👀 Viewer: Can view data in the Team Workspace, including labels, charts, and monitoring data. Does not use a seat in the Team.
✍️ Editor: In addition to the above, can create, edit, and delete team data, use Team Plan features for investigation.
⚙️ Admin: In addition to the above, can manage the team and its members. The Admin role is exclusive to the team creator.
The team admin can manage team members on the team settings page, where they can invite or remove team members and modify their roles.
Team data
Collaborate in workspace
Data created by users within the team context is automatically saved in the team workspace, accessible to all team members. Within this shared workspace, team members can collaborate, viewing and editing data according to their role-specific permissions.
Share personal data with team
After joining a team, users can share data from their personal accounts with the team. Users can share their address labels, saved charts, shared links and monitors with the team for collaboration.
Sharing data with the team is equivalent to duplicating a copy of the data within the team. Changes made to the data in personal and team contexts do not impact each other.
Switching contexts
As a team member, you can switch between personal and Team contexts. Labels and charts created in the team context are owned by the team, not you personally.
Individual and team subscriptions are distinct. Switching contexts alters your permissions and credit usage. In the individual context, you access personal plan features and spend personal plan credits. In the team context, you utilize team plan features and credits.
Advanced Permission
Advanced Permission gives teams more control over access management by enabling custom roles and fine-grained permission settings. With this feature, Admins can create roles with specific permissions and assign them to team members—ensuring each person has access to exactly what they need, and nothing more.
This feature is designed for teams with complex collaboration needs, offering flexibility beyond the default role-based access.
Availability: Advanced Permission is available exclusively for the Team Ultra Plan.
Enabling / Disabling Advanced Permission
Only Admins can enable or disable Advanced Permission.
To enable:
Go to Settings → My Team.
Toggle on Advanced Permission.
Once enabled:
All default roles and permissions will be disabled.
The Admin must manually create roles and assign them to each member.
Members without a role assignment will have no access until assigned.
To disable:
Toggle off the feature in the same location.
Default roles and permission settings will be restored.
Creating a Role
Admins can define roles to manage access to various features within the team workspace.
To create a role:
Go to the Role List section.
For each role, configure permissions for the following features:
Labels
Viewable: Can only view all labels in the team workspace.
Editable: In addition to the above, can also add、edit、delete labels.
All data: Can edit all labels, no matter who created.
Data related to member himself: Can edit labels created by himself.
Saved Charts
No Permission: No access to saved charts.
Viewable: Can only view all saved charts in the team workspace.
Editable: In addition to the above, can also add、edit、delete saved charts.
All data: Can edit all saved charts, no matter who created.
Data related to member himself: Can edit saved charts created by himself.
Shared Links
No Permission
Viewable
Editable
All data
Data related to member himself
Monitors
Viewable: Can only view all monitor data in the team workspace.
Editable: In addition to the above, can also add、edit、delete monitor data.
All data: Can edit all monitors, no matter who created.
Data related to member himself: Can edit monitor data created by himself.
Investigations
Allowed: The member can access or use all basic and advanced investigation features.
No Permission: The member cannot access investigation features at all.
Assigning Roles to Members
Once roles are created:
Go to My Team.
Assign a role to each member.
Each member can be assigned multiple roles.
Permissions from multiple roles will be merged, and the member will receive the highest permission level available across all assigned roles.
Role changes take effect immediately.
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