Organize people into teams

A team is a named group of members. Use it whenever you’d rather grant access once to a group than pick people one by one.

Where to find it: Settings → People → Teams

Anyone with the Create teams permission (team:create) can start a team. Every Member has it. When you create a team, you become its team admin, so you can do anything on that team: rename it, add and remove people, appoint and step down other admins, and delete the team if you no longer need it.

The Manage teams permission (team:manage) reaches every team, including ones you didn't create. Roles still decide what each person is allowed to do; teams decide who they share with.

What teams are for

People can belong to many teams. Teams are not roles — a Guest on the Platform team still can’t connect accounts unless their role allows it.

Create a team

1. Open Settings → People → Teams.
2. Choose New team (or equivalent create action).
3. Enter a name and optional description.
4. Save.

You'll know it worked when: The team appears in the Teams list.

You're added as the team's admin automatically. Membership is edited after create — open the team to add people.

Add or remove members

1. Open the team from the list.
2. Under Members, choose someone from the organization and Add.
3. Remove someone with the remove control on their row.

Only existing organization members can be added. Invite people under People first if they aren’t in the org yet. If everyone is already on the team, the picker says so.

Team membership shows up on each person’s row under People.

Use a team when connecting or sharing

Own a connection as a team

When you connect an account, choose team as the owner (requires connection:share). Everyone on that team can use the connection according to their role and any restrictions.

You can also transfer an existing personal connection to a team later.

Share a toolbox with a team

When sharing a toolbox, pick the team as the grantee and set the access level:

Sharing still requires the Share toolboxes permission (toolbox:share) plus standing on that toolbox.

Delete a team

From the Teams list, delete a team you no longer need. You can delete any team you administer, or any team at all with team:manage. Before you delete, check whether any connections are owned by that team or any shares point at it — re-home those first so nothing is left pointing at a removed group.

Good to know

• A team admin can appoint another team member as an admin, step an admin down, or remove an admin from the team.
• Anyone can leave a team: on the Teams list, open the team's menu and choose Leave team. You don't need a permission. If you are the team's only admin, appoint another admin first. (Someone with team:manage can still remove the last admin.)
• team:manage is enough to edit membership; it does not grant org-wide admin powers.
• Sharing a connection with a team or everyone at your organization also needs connection:share.
• A role answers “may this person invite / connect / manage SSO?” Teams answer “is this person in Platform / Support / Finance?”
• Domain join and SCIM add people to the organization; put them on teams afterward (or map groups via SCIM where you’ve set that up).

Related

• Invite and manage people
• Roles and permissions
• Connect an account
• Transfer and offboard
• Share a template with your team