Setting Up Your Team

Overview

Formuley's team features let you collaborate with colleagues by inviting members, assigning roles, organizing work into workspaces, and maintaining an audit trail of all activity. Team functionality is available on the Business plan and above. The Business plan includes up to 5 team members, and the Lab plan includes up to 15.

Accessing Team Settings

Navigate to Team in the sidebar to open the team management area at /team. From here you can access the following sub-pages:

• Members (/team/members) -- invite and manage team members.
• Workspaces (/team/workspaces) -- create and organize workspaces.
• Settings (/team/settings) -- configure organization-level preferences.
• Audit (/team/audit) -- review activity logs (Lab plan and above).
• Security (/team/security) -- manage IP restrictions and SSO (Lab plan and above).

Inviting Team Members

1. Go to Team then Members.
2. Click Invite Member.
3. Enter the team member's email address.
4. Select a role to assign. Roles determine what the member can access and modify.
5. Click Send Invite. The member receives an email invitation with a link to join your organization.

Once the member accepts the invitation and creates an account (or signs in with an existing account), they appear in your members list with their assigned role.

Roles and Permissions

Formuley includes system roles that cover common team structures. Each role defines a set of permissions controlling access to formulas, batches, ingredients, compliance tools, reports, and settings.

• System roles are built-in and cannot be modified. They provide sensible defaults for common team configurations such as Admin, Editor, and Viewer.
• Custom roles are available on the Lab plan and above. Custom roles let you define granular permissions tailored to your organization's specific workflow.

To change a member's role, go to Team then Members, find the member, and click Edit Role.

Workspaces

Workspaces help you organize formulas, batches, and projects into separate areas. They are especially useful for:

• Separating client work when you formulate for multiple brands.
• Organizing by product line or category.
• Isolating projects so team members only see what is relevant to them.

The Business plan supports up to 10 workspaces. The Lab plan provides unlimited workspaces.

To create a workspace:

1. Go to Team then Workspaces.
2. Click Create Workspace.
3. Enter a name and optional description.
4. Assign team members who should have access to this workspace.

Audit Log

The Audit Log provides a chronological record of activity within your organization. It is available on the Lab plan and above.

1. Go to Team then Audit at /team/audit.
2. Browse the activity history, which shows who performed each action and when.
3. Use filters to narrow results by date range, member, or action type.
4. Export the audit log for external review or compliance documentation.

The audit log is valuable for regulatory compliance, internal accountability, and troubleshooting unexpected changes. Audit log retention varies by plan: 1 year on Business, 3 years on Lab, and 7+ years on Enterprise.

Security Settings

Advanced security settings are available on the Lab plan and above at /team/security.

IP Restrictions

Control which IP addresses can access your Formuley organization:

1. Go to Team then Security.
2. In the IP Restrictions section, add the IP addresses or ranges your team uses.
3. Once enabled, only requests from approved IPs can access your organization's data.

This is useful for restricting access to office networks or VPNs.

SSO (Single Sign-On)

• Microsoft SSO is available on the Lab plan and above, allowing team members to authenticate with their Microsoft accounts.
• SAML SSO for enterprise identity providers is handled as an assisted rollout for select Enterprise customers. Self-serve configuration is not generally available yet.

Additional Seats

If your team grows beyond the included members, you can add additional seats:

• Business plan: $25 per additional seat per month (beyond the included 5).
• Lab plan: $20 per additional seat per month (beyond the included 15).

Additional seats are managed from your subscription settings. See Managing Your Subscription for details.

Tips

• Start with system roles and only create custom roles if your workflow demands it. Simpler permission structures are easier to maintain.
• Use workspaces to keep client projects separate, which also simplifies reporting and cost tracking per client.
• Review the audit log regularly, especially if multiple team members have editing permissions.
• Enable IP restrictions if your team works from fixed locations to add an extra layer of security.