CoNote

Teams & members

Invite teammates, manage roles, and switch between the teams you belong to.

A team owns a timeline. Everything in CoNote — notes, integrations, billing — belongs to a team, and you can belong to more than one (handy for agencies working across clients).

Inviting people

From Settings → Members, invite teammates by email. They get a link to join your team and start reading and logging notes. Each member counts as one seat — see plans and seats.

The team members settings page showing the member list and an invite form
Members: who's on the team, their roles, and the form to invite someone new.

Roles

  • Owner — full control, including billing and deleting the team.
  • Admin — manage members and integrations.
  • Member — read the timeline and log notes.

Switching teams

If you belong to several teams, use the team switcher at the top of the sidebar to move between them. Each team has its own separate timeline — data is never shared across teams.

Agencies often keep one team per client. Switching teams swaps the entire logbook, so each client's history stays cleanly separated.

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