getting started
Team guide
Set up your workspace domain, invite colleagues, and use Team-only collaboration features.
The Team plan includes everything in Professional, plus collaboration and custom-domain mail for PE/VC investment teams.
Team owner: setup checklist
If you purchased Team and own the workspace:
- Complete domain DNS — Domain DNS guide or the in-app wizard at
/onboarding/domain - Verify MX, SPF, and DKIM until the workspace shows as active
- Add team members — Team members (provision seats or send invites)
- Share this user guide with analysts — they can start with Quick start
What's included beyond Professional
| Team-only feature | Guide |
|---|---|
Custom domain @yourfirm.com |
Domain DNS |
| Team collaboration sidebar (Assigned to me / Assigned by me) | Team collaboration |
| Mail assignment | Team collaboration |
| Shared drafts & collaborative send | Team collaboration |
| Composer approval workflow | Team collaboration |
| Team shared outbound sending | Team collaboration |
| Higher AI quotas (pooled per org) | Mail AI insights |
| Multiple Ask Finmail personas | Ask Finmail |
| Seat billing & subscription | Subscription & seats |
All Professional capabilities — Mail calendar, Attachment center, Signal Hub, Mail analytics, and Devices & sync — are also available on Team.
Roles at a glance
| Role | Typical tasks |
|---|---|
| Workspace owner | DNS, billing, member provisioning, approval policies |
| Analyst / associate | Daily mail, AI insights, assignments, shared drafts |
| Ops / EA | Templates, VIP & notifications, automation rules (Admin: Sieve rules) |
Not on Team (Enterprise)
Regulated-institution capabilities — compliance officer workspace, Legal Hold, immutable audit chain, BYO AI keys — require Enterprise and a sales-led onboarding. They are documented separately for administrators and are not part of this public user guide.
Contact sales via Pricing → Enterprise if you need those capabilities.