Team Management

Create teams, search existing teams, and manage team membership inside each team modal.

Open Team Management#

1. Click Business in sidebar
2. Click Team

Team List#

Main page shows one list of teams, not separate member and team tabs.

Each row shows:

• Team name
• Team code
• Member count
• Created date

Use top search bar to filter teams by name.

Create a Team#

1. Click Create New Team
2. Enter team name and short code
3. Save team

After team exists, you can open it again and manage members.

Edit a Team#

Click team row or edit icon to open team settings modal.

Current team modal supports:

• Rename team
• Update short team code
• Review current members
• Add workspace members to team
• Remove members from team

Team Members#

Inside team modal you can search workspace members before adding them.

Team page focuses on team structure. Workspace-wide member listing and role management live in separate areas such as Users and Roles & Permissions.

Permissions#

Team management access depends on role permissions for team creation, reading, updating, and deletion.

See Roles & Permissions for details.