Team

The Team page shows everyone on your BIP Visualized team. Every invited team member gets their own full account with access to all features — they can build and edit BIPs, access the Strategies Library, and view all shared plans.

To view your team:

1. Click your name in the top-right corner and select Team.

2. The Team page lists all current members and their roles. The account owner appears as Owner, Admin. Invited members who have not yet accepted show as Awaiting response.

To invite a new team member:

1. On the Team page, click the teal Invite Team Member button.

2. Fill in the invitation form:

   • Name — the invitee's display name.

   • Email — the email address the invitation will be sent to.

   • Role — select a role from the dropdown (default: Member).

3. Click Update invitation to send. The invitee receives an email with a link to accept the invitation and create their BIP Visualized account.

Billing: When an invitee accepts their invitation and creates their account, you will be charged for the additional seat. Each team member is a paid seat on your subscription.

Managing pending invitations:

• Resend Invite — sends the invitation email again if the member hasn't received it or the link has expired.

• Copy link — copies the invitation link so you can share it directly via text, email, or any other channel.

• Edit — opens the invitation form to update the invitee's name, email address, or role before they accept. Use this if you need to correct a typo or reassign the invite to a different person.

• Cancel Invite — removes the pending invitation entirely. The invite link will no longer work.

Enterprise plans: Enterprise accounts include a set number of team member seats as part of the plan. Contact support if you need to adjust your seat allocation.

Tip: If you only need someone to view a BIP rather than edit or build, use the free Share/Download option instead — recipients get a free read-only account at no cost and do not use a paid seat.