Managing Teams

Creating Teams

To create a team, navigate to the workspace settings page by clicking on the gear icon at the top right and selecting the Settings item. Once on the workspace settings page, click on the Teams tab on the left.

To create a new team, click on the New Team button or click on the "Create the first Team..." link if there are no other teams in your workspace.

Fill out the required Name field and an optional description. Click on the Save button. Your new team will be listed on the workspace settings teams page.

Team Management

The teams page will display a team card for each team where several team management functions are available.

1. Clicking on the team name will bring you to the team details page. The team details page has tabs for insights, users, notification rules, projects the team is associated with, and tasks the team is associated with.
2. The user count badge and the users icon button will both open up the team users window that allows you to add or remove users.
3. The edit icon button will allow you to update the team name and description.
4. The trash icon button will allow you to delete the team.

Team Permissions

Teams can be added to permission groups the same way that users can by navigating to the settings permissions tab, clicking on the user management icon button for the permission group you would like to add the team to and selecting the team under the add user or team section.

All users within a team will inherit the permissions that their team has.