Teams

Create Teams, manage their members, and understand what a Team limits.

For: Administrators (the admin ability) · Last updated

A Team is a named group of people. Teams control who can use each Coworker, App and Knowledge Base once it reaches Full-time. You manage Teams on the Team page: Settings > Administration > Team > Teams. Creating, editing, deleting and changing membership need the admin ability. The Teams section is shown to administrators and, read-only, to people with the auditor ability: they see each Team and its member count, without Add team, Edit or Delete. Every Team change is recorded in the audit log.

Teams are separate from abilities. They add no permissions; they only narrow who can reach a resource that was limited to them. See Abilities.

Create a Team#

  1. Select Add team at the top right of the Teams card.
  2. Enter a Name.
  3. Under Members, tick the people who belong to this Team. Each person is listed with their email address, so people with the same name are easy to tell apart. Type a name or an email address in the search box to filter the list. A count below the list shows how many are selected.
  4. Select Add team.

With no Teams, the section reads "No teams" and "Create a team to organize people and scope access."

Edit a Team#

Each Team is a row in the table with its name, a member count, and the actions Edit and Delete.

  1. Select Edit on the row.
  2. Change the Name or tick and clear members in the list. Use the search box to filter by name or email address.
  3. Select Save. Nothing changes until you save.
  4. Select Cancel to discard changes.

Members added by single sign-on#

If you use single sign-on, a mapping can add people to a Team when they sign in, and remove them when their identity provider stops sending the value. Only memberships that a mapping created are ever removed that way. People you add on this page stay until you remove them.

Delete a Team#

Select Delete on the row. The dialog "Delete name?" says: "This removes the team and its membership. Coworkers, Apps, or Knowledge Bases scoped to it will no longer be limited to it." Select Delete team to confirm.

What a Team limits#

A full-time Coworker has a Team access section on its details page. With no Team selected it is open to everyone in the company. With one or more Teams selected, only members of those Teams and the Coworker's Supervisor can chat with it or open its details. Apps and Knowledge Bases have their own Team access settings.

Team limits apply only to Coworkers in the full-time stage. Earlier stages use their own access rules.