For the complete documentation index, see llms.txt. This page is also available as Markdown.

Manage your team

Work together with your team and organization.

Manage your team

In Quadratic, you are placed in a Team by default, even if it's just you.

You can add and switch which Team you're working with from the Teams selection menu in the top left of your dashboard.

Add team members

You can view your team members from the Members tab on your team's dashboard. You can also add, remove, and edit their permissions from here.

Team permissions

By default, members of your team(s) will have access to all of your sheets within the team.

You set each member's team permissions. These permissions are global to your team and apply to all spreadsheets within that team.

  • Owner: creator of the team, can add and remove members, edit all files, create and remove connections.

  • Editor: can edit all files and access all connections but cannot add or remove members and cannot edit or remove connections.

  • Viewer: can view all files but not edit files, cannot add and remove members, and cannot add, edit, or remove connections.

To edit permissions, open the Members tab and make your changes to each user's permissions.

Manage your connections

Manage your connections from the Connections tab. Connections are a direct connection to databases, data warehouses, and SaaS tools.

Learn more about SQL connections and Agent connections.

Team secrets

Store API keys and credentials as named secrets from your team settings. Secrets are referenced as {{SECRET_NAME}} from agent connections and code cells, and their values are never exposed after creation.

API tokens

Create tokens for the Developer API from your team settings. Tokens are team-scoped — treat them like passwords.

Team AI memory

Shared AI context for your whole team lives in your team settings. Add business definitions and conventions once, and every teammate's AI chats use them. See AI memory & context.

Plans & billing

Your team's plan, AI usage, and invoices are managed from the Billing settings. See Plans & billing.

Rename your team

Navigate to the Settings tab and change your team name.

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