Team

Organize users into teams for better workspace management.

Overview

Teams help you:

• Group users by department or function
• Organize work assignments
• Manage permissions at scale
• Structure your organization

Optional Feature

Teams are an optional feature that can be enabled for your workspace.

Understanding Teams

What Are Teams?

Teams are groups within your workspace:

• Collection of users
• Shared purpose or function
• Optional organizational structure

Team Benefits

Benefit	Description
Organization	Group users logically
Clarity	Clear team assignments
Management	Easier user oversight
Scaling	Structure for growth

Creating Teams

Create a Team

1. Go to Team Management → Teams
2. Click Create Team
3. Enter team name
4. Add description (optional)
5. Save

Team Properties

Property	Description
Name	Team display name
Description	Purpose or function
Members	Assigned users

Managing Teams

View Teams

The teams list shows:

• Team name
• Member count
• Creation date

Edit Team

1. Select the team
2. Click Edit
3. Modify name or description
4. Save changes

Delete Team

1. Select the team
2. Click Delete
3. Confirm deletion

Member Impact

Deleting a team removes the team assignment from members but does not remove users from the workspace.

Team Members

Add Members

When inviting users:

1. Enter email and role
2. Select a team (optional)
3. Complete invitation

Move Members

To change team assignment:

1. Edit the user
2. Select new team
3. Save changes

Remove from Team

1. Edit the user
2. Clear team selection
3. Save changes

Team Structure Examples

By Department

├── Sales Team
├── Support Team
├── Operations Team
└── Management Team

By Location

├── New York Office
├── London Office
└── Remote Team

By Function

├── Field Inspectors
├── Quality Review
└── Administration

Best Practices

Naming Conventions

• Use clear, descriptive names
• Avoid abbreviations
• Keep names concise

Team Size

• Balance team sizes
• Avoid single-person teams
• Consider workload distribution

Regular Review

• Audit team membership
• Update as organization changes
• Remove unused teams

Use Cases

Insurance Agency

Teams by:

• Claims Adjusters
• Underwriters
• Customer Service

Property Management

Teams by:

• Property Inspectors
• Maintenance Staff
• Managers

Rental Company

Teams by:

• Check-in Staff
• Check-out Staff
• Quality Control

Troubleshooting

Cannot Create Team

1. Verify feature is enabled
2. Check your permissions
3. Contact admin if needed

Team Not Showing

1. Refresh the page
2. Check filter settings
3. Verify team exists

Members Not Assigned

1. Edit user profile
2. Select team
3. Save and verify

Related Pages

• Users - User management
• Workspace Settings - Settings