Team Setup
Set up your team.
Invite team members, assign roles, and share context across your organization. Team workspaces let everyone's AI assistants access shared memory and decisions.
How it works
Workspace, members, shared projects.
Workspace
Your team's shared container.
Team members
Invite colleagues with roles.
Shared projects
Everyone accesses the same context.
When you invite team members to a workspace, they can use ContextStream tools in their own AI editors and share the same project memory. Decisions captured by one team member are visible to everyone.
Onboarding
Six steps to a connected team.
Step 01
Create or select a workspace
If you don't have a workspace yet, create one. This will be your team's shared container for projects and context.
Tip:Use a descriptive name like “Acme Engineering” or “Product Team” so members know which workspace to join.
Step 02
Invite team members
Go to your workspace's Settings → Team page to invite members:
- 1.Click Invite Member
- 2.Enter their email address
- 3.Select a role (Admin, Member, or Viewer)
- 4.They'll receive an email invitation
Invited members will receive an email with a link to accept the invitation. If they don't have a ContextStream account, they'll be prompted to create one.
Step 03
Accept the invitation
When invited, members receive an email with a prominent Accept Invitation button. Clicking it will:
- •Log them in (or prompt signup if new)
- •Add them to the workspace with their assigned role
- •Redirect them to the workspace dashboard
Step 04
Select the workspace
Once a member joins, they can switch between workspaces using the workspace selector in the dashboard sidebar. Each workspace has its own projects and context.
Step 05
Install MCP in their editor
Each team member needs to configure the ContextStream MCP server in their AI editor. The easiest way is to run the setup wizard.
curl -fsSL https://contextstream.io/scripts/mcp.sh | bashirm https://contextstream.io/scripts/mcp.ps1 | iexAlternative: npx (requires Node.js 18+)
contextstream-mcp setupThe wizard will authenticate them and configure their editor (Cursor, VS Code, Claude Code, etc.) to use the team workspace.
Step 06
Start using shared context
Now everyone on the team can:
- Access the same project memory and decisions
- Capture decisions that the whole team can recall
- Search shared context across all projects
- Use knowledge graphs to understand relationships
Roles
Member roles
Each workspace member has a role that determines their permissions.
Owner
Workspace creator with full control
- All admin permissions
- Delete the workspace
- Transfer ownership
- Manage billing
Admin
Can manage members and settings
- Invite and remove members
- Change member roles
- Manage integrations
- Configure workspace settings
Member
Standard team member access
- Read and write content
- Create and edit projects
- Capture decisions and memory
- Use all MCP tools
Viewer
Read-only access
- View projects and memory
- Search context
- Cannot edit or create content
Seats
Seat limits
Your plan determines how many team members can join a workspace.
| Plan | Team seats | Notes |
|---|---|---|
| Pro | 1 | Individual professional use |
| Team | 3 minimum | Team collaboration (3-seat minimum) |
| Enterprise | Unlimited | Custom seat allocation |
Reached your seat limit? You can view current usage in your workspace's Team settings. Upgrade your plan to add more team members.
Administration
Managing your team
Admins and owners can manage team members from the Settings → Team page.
Invite members
Send email invitations to colleagues. Choose their role when inviting.
Change roles
Promote members to admin or change their access level anytime.
Remove members
Remove members who no longer need access. They'll lose access to all workspace resources.
Next steps
Get the most out of ContextStream.
Once your team is set up, explore these guides.