Docs Teams
01
Open the Teams view
Available to all users — required to create teams.

Click the Teams icon in the top-right corner of the app header (the people icon, to the left of Settings). This opens your Teams view showing all teams you belong to or have created.

If you're on the Teams plan, you'll see a New team button and a seat counter showing how many of your 10 seats are in use across all your teams.

Only Teams plan subscribers can create teams. Any user can be invited to a team regardless of their own plan.
02
Create a team
You can have multiple teams — each with its own guide library.

Click New team and give the team a name. A good team name reflects a group or product area — for example:

  • Delivery Team — Product A
  • Onboarding Squad
  • Sales Enablement

Each team has its own separate guide library, so you can keep guides for different products or audiences completely separate — even if some members belong to more than one team.

Your 10 seats are shared across all your teams. If you have three teams with 3, 3, and 4 members, that uses all 10 seats. The same person in two teams counts as one seat.
03
Invite members
Invite by email address and assign a role.

Open a team and click Invite in the Members section. Enter the person's email address and choose their role.

There are three roles:

Admin

Full control of the team — can invite and remove members, change roles, share and remove guides, and delete the team.

Editor

Can share guides into the team library and edit shared guides. Cannot manage members.

Viewer

Can view and launch any guide in the team library. Cannot edit guides or change the library.

The invite is created immediately. The next time the invited person logs in to Pigeon, they will see a notification badge on the Teams icon and a pending invitation card at the top of their Teams view showing the team name, your email address, and their assigned role. They can Accept or Decline from there.

Until they accept, they appear in the member list as Invite pending. If they decline, the invite is removed and the seat is freed.

04
Share guides with the team
Populate the team's guide library from your own guides.

There are two ways to get guides into a team library:

Option A — Create directly to a team (recommended for new guides): When building any guide in the editor, admins see a Save to dropdown in the bottom bar. Select the team you want to publish to before saving. The guide goes straight into that team's library — it does not appear in your personal library as a separate copy.

Option B — Share an existing guide: Open a team and click Share a guide in the Guide library section. This shows all the guides in your personal library. Click Add next to any guide to share it with the team — it appears in the team library immediately for all members.

To remove a guide from the team library, click Remove next to it. This only removes it from the team library — the guide itself is untouched.

There is only ever one copy of a shared guide. Editors editing a team guide are changing the same guide for everyone — there's no separate "team version".
05
Find team guides in your sessions dashboard
Team and private guides live in the same place.

Your main sessions dashboard shows both your private guides and any team guides you have access to. Each guide card carries a small label — Private for personal guides and Teams · [Team name] for shared ones.

Use the controls above the guide list to narrow things down:

  • Search bar — type any part of a guide title to filter the list instantly
  • All / Private / Teams tabs — switch between all guides, your personal library only, or team guides only. The tabs only appear when you have at least one team guide.

Team guides can be launched directly from the dashboard. Editing and library management is done from the Teams view.

06
Manage members and roles
Change roles or remove members at any time.

In the Members section of a team, admins see a role dropdown and a remove button next to every member (except themselves). Changes take effect immediately.

  • To change a role — use the dropdown on the member row and select the new role
  • To remove a member — click the × button on their row and confirm. Their access is revoked immediately.
  • Pending invites can also be cancelled by clicking the × on the pending row
07
Delete a team
Removes all members and unlinks all shared guides.

Open the team and click Delete team in the top-right corner of the detail view. You'll be asked to confirm before anything is deleted.

Deleting a team:

  • Removes all member records (freeing up those seats)
  • Unlinks all shared guides from the team library
  • Does not delete the original guides from anyone's personal library

Only the team creator (Admin) can delete a team.

That's everything

A few things worth knowing:

Seat counting

The same person in two teams counts as one seat. Seats are counted across all teams you've created, not per team.

Invite acceptance

Invited members see a notification badge on the Teams icon when they log in. They can accept or decline from the Teams view — membership only activates once they accept.

Need more seats?

The Teams plan includes 10 seats. For larger teams get in touch at hello@pigeon.app and we'll sort you out.