Set up your workspace and invite your team

1. Create your workspace

Automatic on first sign-in.

• Register or sign in with Google at app.stratconsulting.co.uk — your own free Starter workspace is provisioned automatically.
• You are the owner. Everything you upload stays on your device; only authentication and billing touch the server.

2. Choose your plan and seats

Seats are explicit on every tier.

• Starter: 1 seat. Professional: up to 5 seats. Team: up to 20 seats. Enterprise: 20+, contact us.
• Upgrade before inviting — the seat cap is what lets you add colleagues.
• Manage the subscription from the Billing Portal.

3. Invite colleagues with the right tool access

Per-invite RBAC.

• Open Team Access and enter a colleague’s email address.
• Grant only the tools they need — LiquidityAssist, DataCleanAssist, ProcureAssist or TenderAssist.
• Send the invitation; they receive an email to join.
• The seat counter reads your real cap. Pending invitations reserve a seat, so you cannot over-invite — amber advisory as seats fill, red when full.

4. What your colleague gets

• They accept the invite, sign in, and see only the tools you granted — others show as no access.
• Their data stays on their own device too; the workspace shares tasks and access, never ledger or vendor content.

5. Oversee the team (Team plan)

Admin Console, owner only.

• See a member roster with last-active timestamps, file counts and a 30-day usage rollup.
• Counts and timestamps only — no financial, vendor, item or contract data is ever visible to an admin, or to Stratbridge.

6. Hand over ownership when roles change

• Ownership transfer swaps roles atomically — you become a member, the successor becomes owner; both re-log in.
• Billing continuity is deliberate: the paying card keeps the subscription until cancelled, so access is never interrupted.
• Removing a member revokes their access and tools immediately; if they have outstanding tasks, you are warned first.