SETTING UP YOUR WORKSPACE

GETTING STARTED WITH CHATGPT TEAM

INTRODUCING CHATGPT TEAM

Elevate Your Team’s Performance with ChatGPT Team

Subscription includes:

  • Unlimited access to GPT‑4o, with generous access to advanced models like OpenAI o3 and GPT‑4.1

  • A secure, dedicated workspace with essential admin controls, SOC 2 Type 2-audited, SAML SSO, and MFA

  • Data privacy: Your team’s data is excluded from training by default and encrypted at rest and in transit

  • Connectors to internal sources for more personalized answers—connect Google Drive, SharePoint, GitHub, Dropbox, and more

  • Business-ready tools including data analysis, canvas, projects, tasks, record mode, and custom GPTs

  • Built-in agents like deep research and Codex that can reason across your documents, tools, and codebases

i highly recommend that your team uses chatgpt team because the free and plus versions do not offer the level of data security and ip protection that chatgpt team does.

PLEASE WATCH THE VIDEO ABOVE FIRST
AND THEN FOLLOW THE GUIDE FURTHER DOWN.

ARE YOU READY TO GET STARTED?

You can visit the ChatGPT website for more information about ChatGPT Team.

Control

  • A dedicated workspace with admin console

  • Control who has access with user roles

  • Configurable connectors ensure you have the right work context

Security

Ownership

  • You own and control your data

  • ChatGPT don’t train their models on your data by default

  • You own your inputs and outputs

Create your ChatGPT Team Workspace

STEP 1: Go to Chatgpt.com

STEP 2: Create a new chatgpt account with your work email address

If you are already logged in with your personal account, log out first and creeate a new account with your work email address.

If you already have an account with your work email address, please go to the next step.

STEP 3: Go to the menu in the bottom left corner and click ‘Upgrade Plan’

STEP 4: Select ‘Business’ tab at the top of the page and click ‘Get Team’

STEP 5: Choose the number of Users you would like to sign up

There is a minimum of 2 users.

I recommend using monthly billing to allow you to cost-effectively add or remove users as your team changes.

Click ‘Continue to billing’.

STEP 6: Add in your payment details and click ‘Subscribe’

STEP 7: Do a little success dance

STEP 8: Add your other Team Members

Even though you might have only signed up for 2 users (and you will be one of them), ChatGPT gives you 2 email inputs. Just add your other user and click ‘Send Invites’.

You can skip this and do it later, like at the start of our training session, so that everyone starts together.

STEP 9: Connect your Internal Knowledge

ChatGPT can automatically decide when to use synced connectors like Google Drive to answer your questions, like “Find the deck from our last quarterly review” or “Summarise our 2025 go-to-market strategy.”

You can also explicitly ask ChatGPT to search your synced connector by including a prompt like “Search our Drive for...” or by toggling it on in the UI: Search connectors → Sources → Google Drive.

If you'd prefer ChatGPT not access your synced connectors for a particular question, you can include a prompt like “don’t search internally.”

You can skip this and do it later, if you’re not sure yet.

STEP 10: Choose how your team connects Google Drive

For more info on these two options, read this help article: Google Drive Synced Connectors - Self-Service Setup

ChatGPT Workspace Admins have three options for managing shared drives:

  1. Include all shared drives: Default selection with no exclusions.

  2. Include most shared drives (exclude specific ones): Include by default and specify IDs for drives to exclude.

  3. Exclude most shared drives (include specific ones): Exclude by default and specify IDs for drives to include.

STEP 11: Do that little success dance one more time

STEP 12: Transfer your history or start fresh

If you upgraded an existing Free, Plus or Pro account that you were only using for work, then you should ‘Transfer chat history and GPTs’.

If you were using your previous account on this email address for personal use and you want to keep it that way, or if you just prefer to start fresh, then select ‘Start as empty workspace’.

Either way your data will not be lost.

You can merge the Free, Plus or Pro account into the Workspace account later.

STEP 13: Sick of that little success dance Yet?

STEP 14: Marketing questions

Next you’re going to get a few questions that are purely for the ChatGPT Team to know who’s signing up.

Your answers here do not impact your experience, so feel free to skip.

STEP 15: You’re in!

You may receive one or tow more pop-ups about other features, but we’ll cover them in the Configure section.

Look at the bottom of your ChatGPT screen. now you will see: “ChatGPT can make mistakes. OpenAI doesn't use <your workspace name>'s Workspace workspace data to train its models.”

“I focus on a balanced approach where AI enhances, not replaces, human input, fostering a culture of trust and collaboration.”

—Justin Kabbani