Organizations

You need a seat for each member in your organization.

To see the number of team seats you have in your organization, open the Billing page and then scroll down to the Products section.

You need billing permissions within an organization to add team seats.

Follow these steps to add team seats to your organization:

1. Open the organization homepage.
2. Click Edit Plan.
3. Click the Customize Plan > Build Your Own Pack > Organization Seats tab.
4. In the organizationTier Seats section, click the plus icon.
5. Click Proceed to Checkout.

The Team Management page displays all of the members in your organization. To view the page, log in to the Algorithm Lab and then, in the left navigation bar, click Organization > Members.

To toggle the format of the page, click the buttons in the top-right.

The number of members your organization can have depends on the organization's tier. In general, higher organization tiers can have more members within the organization to share resources. This design enables you to upgrade your organization as your trading business grows over time. The following table shows the number of members each organization tier can have:

You need vacant team seats and team add permissions within an organization to add team members.

Follow these steps to add team members to your organization:

1. Open the Team Management page.
2. Click Add Member.
3. Enter the email address of the new team member and then click Add Member.

The email you enter should be the email the new member uses to log in to their QuantConnect account.

4. If you have team edit permissions, select the permissions for the new member and then click Save Changes. Otherwise, click Cancel.

The Team Management page displays and the new member is included.

The new member must switch organization to access its resources and collaborate.

Follow these steps to assign support seats to members in your organization:

1. Open the Team Management page.
2. Scroll down to the Organization Support section and then click Add Seat.
3. On the Support page, click Select under the tier of seat you want to assign.
4. In the Assign seatTier Seat section, click the team member field and then select the team member you want to assign the seat to from the drop-down menu.
5. Click Add Seat +$price.

You need team removal permission to remove members from your organization. Before removing members, stop all nodes they are using. Removing members is not reversible and the members will lose access to the organization's projects. On the Team tier, projects that the members created in the organization will remain with the members. On the Trading Firm and Institution tiers, projects that the members created in the organization will be transferred to the organization manager.

Follow these steps to remove members from your organization:

1. Open the Team Management page.
2. If the Team Management page is in tile view, follow these steps:
1. Click the three dots icon in the top-right corner of the member you want to remove and then click Remove.

2. Click Remove.
3. If the Team Management page is in table view, follow these steps:
1. Click Remove next to the member you want to remove from the organization.

2. Click Remove.

Each member of your organization has access to the resources within the organization. If you are the manager of a Trading Firm or Institution organization, you can grant additional permissions to your team members. There are several categories of permissions.

Billing Permissions

The following table shows the supported billing permissions:

Stop Node Permissions

The following table shows the supported node permissions:

To stop active nodes, see Stop Nodes.

Team Permissions

The following table shows the supported team permissions:

Storage Permissions

The following table shows the supported team permissions:

You need team edit permission to edit the permissions of team members.

Follow these steps to edit team permissions:

1. Open the Team Management page.
2. If the Team Management page is in tile view, follow these steps:
1. On the Team Management page, click the three dots in the top-right corner of the member you want to edit and then click Edit Permissions.

2. Select and deselect permissions as desired and then click Save Changes.
3. If the Team Management page is in table view, follow these steps:
1. On the Team Management page, click Edit Permissions next to the member whose permissions you want to edit.

2. Select and deselect permissions as desired and then click Save Changes.