When you first log into TeamAI, taking a few minutes to configure your settings will help you get the most out of the platform. This guide walks you through setting up your profile and personalizing your AI preferences so TeamAI works the way you do.
By the end of this guide, you'll have a complete profile and customized AI settings that align with your workflow.
Step-by-Step Instructions
1. Accessing the Settings Menu
Let's start by navigating to your settings.
Look for the Settings tab at the bottom of the left-hand sidebar
Click on this tab to open your settings options
You'll see several categories here—we'll focus on the ones that get you up and running quickly.
2. Updating Your Profile Information
Your profile helps team members identify your contributions in collaborative workspaces, so let's make sure it represents you accurately.
Select the Profile option in the settings menu
Update your display name to reflect how you want to be identified
Change your profile avatar if desired
Click Save to apply your changes
Tip: Choose a distinctive avatar to make your contributions easily recognizable in shared projects.
3. Configuring Your AI Preferences
Now that your profile is set up, let's configure how you interact with AI models in TeamAI.
Navigate to the Preferences tab in the settings menu
Choose your preferred AI model from the dropdown (for example, if you're a developer who primarily uses Claude 3.7 Sonnet, select that model)
Alternatively, enable the option to remember the last model you used if you switch between models frequently
Your preferred model will now load automatically whenever you start a new conversation, saving you time on every interaction.
4. Configure AI memory settings
One of TeamAI's most powerful features is AI memory, which allows the platform to remember context from your previous conversations.
In the Preferences tab, locate the AI memory toggle
Decide whether to enable this feature based on your needs
What does AI memory do?
When enabled, TeamAI remembers facts, details, tasks, and projects from your previous conversations. This provides more contextual and relevant responses in future interactions.
Important: AI memory is disabled by default. If you want TeamAI to maintain context across conversations, you'll need to turn this on explicitly.
Warning: If you work with sensitive or confidential information, consider whether AI memory aligns with your security requirements before enabling it.
5. Add custom API keys (optional)
If you have your own API keys that you'd like to integrate with TeamAI, you can add them now.
Navigate to the API Key tab in settings
Click the option to add a new API key
Enter your key details according to the instructions
Save your changes
This step is optional and primarily useful for users who want to bring their own API services into the TeamAI environment.
6. Customize your workspace settings
If you're a workspace owner, you have additional options to configure your team's environment.
Open the Settings tab at the bottom of the left-hand sidebar
Select the General tab (visible only to workspace owners)
Update your workspace name to reflect your team or project
Modify the subdomain for your workspace if needed
Add a description to help team members understand the workspace's purpose
Upload your organization's logo for branding (optional)
Set workspace visibility if you have an enterprise account
Save your changes
Important: Changing your workspace subdomain will affect access URLs. If team members have bookmarked the old URL, they'll need to update their bookmarks.
Enterprise feature: Workspace visibility settings determine which workspaces are public within your organization and which require specific access permissions. Consider your information security needs when configuring this setting.
7. Invite team members
Now that your workspace is configured, let's bring your team on board.
Click on the Members tab in settings
Select the Invite option
Enter the email addresses of the team members you want to invite (you can add multiple addresses at once)
Send the invitations
Your team members will receive email invitations with instructions to join your TeamAI workspace. Once they accept, they'll have access to the collaborative features you've set up.
Tip: Consider organizing a brief team orientation after sending invitations to ensure everyone understands how to use the platform effectively.
Good to know: As a workspace owner, you can remove team members later if needed through this same Members tab.
8. Monitor usage and adoption
With your team invited, you'll want to keep track of how everyone is using TeamAI. This helps you identify opportunities for optimization and training.
Look for the Usage section located just above the Settings tab in the left sidebar
Click to view usage tracking data
Review metrics including model usage and trends over time
This information is particularly valuable for understanding:
How your team is leveraging AI capabilities
Which models are most popular
Potential opportunities for team training or workflow optimization
Important: Usage statistics are visible only to workspace owners, and they track team activities. Make sure your team members are aware that this monitoring exists.
Conclusion
Taking the time to properly configure your TeamAI settings from the outset creates a foundation for a more efficient and personalized experience. By updating your profile, setting your preferences, inviting team members, and managing workspace settings, you'll create an environment that aligns with your workflow and maximizes the platform's collaborative potential.
Remember that TeamAI is fundamentally designed as a collaborative tool, so inviting your team members should be a priority to unlock its full capabilities. The shared environment distinguishes TeamAI from other AI platforms and provides unique opportunities for teamwork, knowledge sharing, and collective problem-solving.
As you continue using TeamAI, periodically review your settings and usage statistics to ensure they still align with your evolving needs and to identify opportunities for further optimization.
Frequently Asked Questions
Q: Can I change workspace settings after team members have joined?
A: Yes, you can update your workspace name, description, logo, and other settings at any time through the General tab in settings.
Q: Does changing my workspace name affect team members' login credentials?
A: No, changing your workspace name or subdomain affects how the workspace is displayed and accessed, but not anyone's personal login credentials.
Q: Can I remove a team member if they leave the organization?
A: Yes, workspace owners can remove team members through the Members tab in settings.
Q: Will team members see that I'm monitoring usage statistics?
A: Only workspace owners can view usage statistics. It's good practice to let your team know that this monitoring exists as part of workspace management.
Q: What happens if I change my workspace subdomain?
A: The access URL will change, which may disrupt existing bookmarks. Communicate the new URL to your team members if you make this change.