Teams

Requirements

You must have the Admin role to manage teams. If your organization uses custom roles, your role needs the Create Teams, Update Teams or Delete Teams permission for each task.

This article shows you how to create a team, manage its members, and edit or delete it.

Teams control who can see which projects. Every project belongs to a team, and only the team’s members can see its projects and emails. To learn how teams fit with workspaces and projects, see Workspaces, teams and projects.

Create a team

1. In the top-left of the sidebar, click your organization’s name, then select Organization settings.
2. Select the Teams tab.
3. Click Add Team.
4. In Name, enter a name for the team, such as Marketing.
5. In Badge Color, choose a color. The badge appears next to the team’s projects, so people can tell at a glance which team a project belongs to.
6. In Workspace, select the workspace the team belongs to. You can’t change this later.
7. Click Create Team.

Next, add members to the team.

Add a member to a team

1. In Organization settings, select the Teams tab.
2. Beside the team, click Manage.
3. Under Members, click Add Member.
4. In User, select the user, then click Add Member.

Only users who are members of the team’s workspace are listed. To add someone to the workspace first, see Add a member to a workspace. To add someone who isn’t in your organization yet, invite them and choose the team when you invite them.

Remove a member from a team

1. In Organization settings, select the Teams tab.
2. Beside the team, click Manage.
3. Under Members, click the remove icon beside the user.
4. Confirm that you want to remove them.

The user can no longer see the team’s projects and emails, unless they have the Access All Teams permission.

Rename a team or change its badge color

1. In Organization settings, select the Teams tab.
2. Beside the team, click Manage.
3. Change the Name or Badge Color.
4. Click Update Team.

Delete a team

Caution

Deleting a team permanently deletes all of its projects and emails. This can’t be undone. To keep the emails, move them to a project in another team first.

1. In Organization settings, select the Teams tab.
2. Beside the team, click Manage.
3. Under Delete Team, click the delete icon.
4. Read the warning, then click I have read and understand these effects.
5. Type the team’s name to confirm, then click Delete Team.