# Teams > Teams group members so each group carries its own agent personality, enrichment provider and monthly credit budget, with an optional personal cap on every member inside it. - Source: https://spiich.ai/help/workspace/teams - Section: Workspace and account - Who can do this: Workspace admins - Time: 5 minutes - Last updated: 2026-08-24 ## Before you start - You are an admin of the Spiich workspace. A team is a group of members that carries its own settings: how the assistant talks about your business, which enrichment provider it uses, how many credits the group may spend in a month, and whether its members may build background agents. Everything lives at [`Settings > Team Management`](https://app.spiich.ai/settings/teams), which is admin-only. Every workspace starts with one team, the default team, and everyone lands in it. Opening the default team edits the organization-wide defaults themselves, which apply to everyone unless another team overrides them. ## Create a team 1. **Open Team Management** Click `Settings` in the sidebar, then `Team Management` in the Account group. A summary strip at the top shows how many teams exist, how many members they hold, credits used this month and how much is budgeted. 2. **Add the team** Click `New team`, type a `Team name` such as Sales EMEA, and click `Create`. 3. **Put people in it** Click the new team's card to open it. In the Members panel click `Add member` and search by name, email or current team. Repeat for each person. 4. **Give it a budget** In the `Credit Budget` panel type a monthly cap, or leave it blank for `Unlimited`. The field saves itself. 5. **Override the agent if you need to** Open `Agent Customization` on the team page and change only the fields this team should read differently. Anything left empty keeps inheriting the organization default. Rename a team from the pencil icon next to its name. Deleting one moves its members back to the default team. > **Careful:** Deleting a team cannot be undone. Its members are moved to the default team, and the team's agent overrides and budget go with it. ## Give a team its own agent personality Four fields on the team page override the organization defaults: `Description`, `Value proposition`, `Target customer` and `Custom agent instructions`. Each one is independent. A field you fill in is labelled `Custom`; a field you leave empty reads `Inherits org` and its placeholder shows the organization value it would use. This is how one team sells to a different segment without the whole workspace changing voice. See [Teach Spiich how you work](/help/chat-and-voice/teach-spiich-how-you-work) for the personal layer on top of it. ## Choose an enrichment provider The same panel carries an enrichment provider selector, labelled `Inherited` or `Team override`. It decides which provider that team's contact enrichment runs against. If you have added your own provider API key under [`Settings > Integrations`](https://app.spiich.ai/settings/integrations) in the Enrichment providers section, the key alone is not enough. The team also has to select that provider here, otherwise enrichment keeps running the default way. See [Credits and usage](/help/workspace/credits-and-usage). ## Credit budgets and personal caps The `Credit Budget` panel caps how many credits the whole team may spend in a month, drawn as a gauge with a warning state and an over-budget state. Each member row in the Members list also has a number box for a personal monthly cap; blank means `No cap`. The two caps stack. Every action has to fit under the team budget and under that person's own cap, and the stricter one wins. When the team budget is reached, that team's members are blocked until you raise the cap or the month resets. Budgets reset on the 1st of the month, UTC. > **Tip:** Use the team budget as the real ceiling and personal caps only where one person needs a smaller slice. If you set every personal cap and forget the team budget, you have two sets of numbers to maintain. ## Split the workspace allowance across people Next to `New team` you may see a `Usage limits` button. It shares the workspace's daily allowance across active members as percentages. Enter a percentage for anyone who needs a fixed share and leave the rest blank, and the blank ones automatically split whatever is left over. The dialog shows how much is allocated and how much is unallocated, and the list is searchable. Custom shares can total up to 100 percent, and the request is refused if you try to allocate more than that. Only active, accepted members can be given a share. When someone reaches their share, their new requests continue on the Fast thinking tier rather than stopping. The button only appears for workspaces that actually have a metered daily allowance, so many workspaces never see it. ## Let a whole team build background agents The `Background Agents` panel on the team page has one switch, `Allow the team to set up agents`. Turn it on and everyone in that team can create, edit and delete background agents, in chat and on the agents page. Grants only ever add. Somebody who already has access individually from [User Management](/help/workspace/manage-your-team), or because they are an admin, keeps it when this switch is off. That is why the per-person control shows `Via team` for someone whose access comes from here. ## Limits - Team Management is admin-only. A member who opens the page or a team URL is redirected to [`Settings > User Settings`](https://app.spiich.ai/settings/user). - The default team has no remove control on member rows, because it is where members land. - Editing the default team's Agent Customization edits the organization settings, not a team override. - Budgets and caps are monthly and reset on the 1st, UTC. There is no mid-month reset. - Usage limit shares are whole percentages and cannot total more than 100 percent across the workspace. ## If something goes wrong - **Members of one team are blocked and the budget gauge is full.** The team hit its shared monthly budget. Raise the number in `Credit Budget`, or clear it for `Unlimited`. It also clears itself on the 1st. - **One person runs out much sooner than everyone else.** Either their personal cap is lower than the team budget, or their share under `Usage limits` is too small. Check both. - **A team's enrichment still uses the default provider.** The provider key is connected under `Settings > Integrations`, but the team selector is still `Inherited`. Set it to `Team override` and pick the provider. ## Frequently asked questions ### Can someone belong to more than one team? No. Each member sits in exactly one team, and removing them from a team moves them back to the default team. That is what makes the credit budget a real ceiling: there is only ever one budget an action can be charged against. ### What is the difference between a credit budget and a usage limit? A credit budget is a monthly cap on credits for one team, set on the team page. A usage limit is a percentage share of the workspace daily allowance for one person, set from the `Usage limits` dialog. Budgets are monthly and reset on the 1st, UTC; allowance shares reset daily. ### Do teams change what people can see? No. Teams control the agent personality, the enrichment provider, credit spend and the background agent grant. They are not a visibility boundary, so putting someone in a team does not hide records from them. ## Related - [Manage teammates and roles](https://spiich.ai/help/workspace/manage-your-team) - [Credits and usage](https://spiich.ai/help/workspace/credits-and-usage) - [What an agent is allowed to do](https://spiich.ai/help/background-agents/agent-permissions) - [Teach Spiich how you work](https://spiich.ai/help/chat-and-voice/teach-spiich-how-you-work) - [Background agents](https://spiich.ai/product/background-agents)