Documentation & Guides

Manage Your Team

Prerequisites

  • You are signed in and on the Dashboard.
  • You have at least one team and appropriate permissions to manage teams (Manage Organization and Manage Standard Users).

Steps

  • 1. Access the Team page: In the left sidebar click your avatar or name. From the dropdown menu, select Team.
  • 2. View your teams: The My Team section lists all teams you belong to, showing the team name and member count.
  • 3. Create a new team (requires Manage Organization permission): Click Create Team. In the Create New Team dialog, enter a Team Name and optionally upload a photo. Click Create.
  • 4. Edit an existing team (requires Manage Organization permission): Click Edit next to the desired team. In the Edit Team dialog, update the photo or name. Click Save.
  • 5. Select a team to manage members: Click Select next to a team. The Team Members section updates.
  • 6. Add new members (requires Manage Standard Users permission): Under Team Members, click Add New Member. In the dialog, enter email addresses and choose a Role. Click Add.
  • 7. Edit a member's role (requires Assign Standard Roles permission): Click Edit next to the member. Choose a new role and click Save.
  • 8. Remove a member (requires Manage Standard Users permission): Click Remove next to the member.

Tips

  • Only users with Owner or Admin roles can assign roles below their own level.
  • New team invitations must be accepted via email link to join.

Watch The Guide