Using Sunsama with Teammates

If want to add all the Sunsama users in your company under one paid account, you’ll want to set up a shared workspace. Here is how to set up a shared workspace:

1. One person should pick the role of admin, this is the person who will be responsible for the billing information of the shared workspace.
2. The admin should send invites to each person they want in the workspace. Invites can be sent individually or via link.
3. Each person should accept the invite (delivered via email).
4. Before proceeding and joining the workspace, the invitee will be shown two options if they already have a Sunsama account. If the invitee wants to only have one Sunsama in the workspace they are joining, they should choose the "Recommended" option: "No. I want a single workspace". This will ensure they only exist in the shared workspace (i.e. they don't have multiple workspaces) and their tasks and data are migrated over.

Shared Private Workspace

A shared workspace is useful if you want to aggregate billing to one person or account. In a private workspace, every user will have their own private Sunsama, and there is no collaboration and no information is visible to another user.