Team and billing basics
Team and billing basics setup step
Team and billing settings decide who can work in the workspace and how much CLEA work the account can run.
This matters early because the first useful loop can use credits quickly if you ask CLEA to explore too widely.
Required account details
Add the people who need to review setup, prompts, suggestion cards, and content work.
Keep billing ownership clear. If the account needs an upgrade, the right person should be able to make that decision without blocking the workflow.
Access check
The first reviewers should be able to inspect prompts, cards, setup, billing, and data connections without passing through one person.
CLEA activation
Team access lets the right people review evidence and approve next steps. Billing controls whether the workspace can keep running prompts, agents, and deeper analysis.
Start with focused work. Review readiness, prompts, sources, and first cards before expanding the schedule.
Success state
This step is done when the right people can access the workspace and the account has a clear usage path.
The next step is to complete the first data run and decide which suggestion cards deserve action.