Teams

What are Teams?

Teams are focused collaboration groups within organizations. They bring together people working on related projects and goals, providing structure, access control, and a dedicated workspace.

🎯 Why Teams?

• Focused collaboration spaces
• Granular access control
• Project organization
• Role-based permissions

✨ Team Benefits

• Dedicated workspace
• Custom branding
• Member management
• Audit trail

Team Hierarchy

Understanding the structure:

Organization
  └── Team 1
       ├── Project A
       ├── Project B
       └── Members (with roles)
  └── Team 2
       ├── Project C
       └── Members (with roles)

Level	Description	Example
Organization	Top container	"Acme Corp"
Team	Focused group	"Engineering Team"
Project	Specific work	"Website Redesign"
Members	People with roles	Developers, Designers

Finding Teams

Browse Teams in Your Organization

View Available Teams

See all teams you can access:

Team Type	Description	Access
Public	Visible to everyone	Anyone can request to join
Internal	Organization members only	Org members can request
Private	Members only	Invitation required

Filter Teams

Use filters to find specific teams:

By visibility (Public/Private/Internal)
By activity (Most active)
By size (Number of members)
By your membership status

Search Teams

Use search to find teams by name or description

Team Visibility

Choose who can see and access your team:

✅ Maximum Visibility

Who can see:

✅ Anyone on the internet
✅ Organization members
✅ Non-members

Who can join:

Anyone can request access
Open join available (optional)

Best for:

Open-source projects
Community teams
Public initiatives
Marketing/outreach teams

Considerations:

All content is public
Anyone can see members
Projects may be visible

✅ Organization-Only

Who can see:

✅ Organization members only
❌ External users
❌ Non-members

Who can join:

Organization members can request
Encourages cross-team collaboration

Best for:

Most teams
Cross-functional work
Company-wide initiatives
General collaboration

Considerations:

Balanced privacy
Encourages internal networking
Good default choice

✅ Maximum Privacy

Who can see:

✅ Team members only
❌ Other org members
❌ External users

Who can join:

Invitation only
No public requests

Best for:

Sensitive projects
Executive teams
Security/compliance work
Confidential initiatives

Considerations:

Complete privacy
Reduced discoverability
Manual member management

Creating a Team

Prerequisites

Before creating a team:

Requirement	Description
Organization Member	Must be in an organization
Permission	Need team creation permission
Purpose	Clear goal for the team
Structure	Plan for roles and members

Initiate Creation

Organization → Teams → Create Team

Basic Information

Team Name

Clear and descriptive
Represents the team's purpose
Example: "Engineering Team", "Marketing Squad"

Team Slug

URL-friendly identifier
Auto-generated from name
Customizable
Example: "engineering-team", "marketing"

Description

Explain team's purpose
What projects team handles
Who should join
Team goals and focus

Set Visibility

Choose team visibility:

⭕ Public - Visible to everyone
⭕ Internal - Organization members only (recommended)
⭕ Private - Members only

Join Settings

Configure access:

☐ Enable Open Join - Anyone can join instantly
☐ Require Approval - Manual approval for join requests

Branding & Identity

Team Logo

Recommended: 200x200px
Formats: PNG, JPG, SVG
Represents team visually

Team Banner

Recommended: 1200x400px
Appears on team page
Creates visual impact

Additional Details:

Location (optional)
Website URL
Timezone

Create Roles

Define team roles:

Role	Level	Typical Permissions
Team Owner	Highest	Full control
Team Admin	High	Manage most things
Team Member	Standard	Contribute to work
Viewer	Read-only	View content only

Invite Initial Members

Add your first team members:

Enter email addresses
Assign roles
Send invitations

Launch Team

Click Create Team - your team is live! 🚀

Team Features

Team Audit Logs

Track all team activities (Admin/Owner):

Logged Events:

Event Type	Description	Information Captured
Member Changes	Add/remove members	Who, when, role
Role Updates	Role assignments	Old role, new role
Project Actions	Create/delete projects	Project details
Settings Changes	Team settings updates	What changed
Invitations	Invite codes created/used	By whom, for whom

Access Audit Logs: Team Settings → Audit Logs → View History

Managing Your Team

Member Management

Via Email Invitation:

Team Settings → Members → Invite
Enter email addresses (one per line)
Select role
Add message (optional)
Send invitations

Via Invite Code:

Team Settings → Invite Codes
Create Code
Set role and expiration
Generate and share

Via Open Join:

Team Settings → Access
Enable "Open Join"
Set default role
Save settings

View by Role:

Filter members by role
See role distribution
Identify permission gaps

Change Roles:

Navigate to Members
Find member
Click options (⋯)
Select "Change Role"
Choose new role
Confirm

Bulk Role Changes:

Select multiple members
Click "Bulk Actions"
"Change Roles"
Select new role
Apply to all selected

Individual Removal:

Members list
Find member
Options (⋯) → Remove
Confirm removal

Effects of Removal:

Loses team access
Removed from team projects
Can't view private content
Can request to rejoin (if allowed)

Note: Member stays in organization

Team Roles & Permissions

Role Comparison

Permission	Team Owner	Team Admin	Team Member	Viewer
View team	✅	✅	✅	✅
View projects	✅	✅	✅	✅
Create projects	✅	✅	✅	❌
Edit team profile	✅	✅	❌	❌
Invite members	✅	✅	⚠️*	❌
Remove members	✅	✅	❌	❌
Assign roles	✅	✅**	❌	❌
Delete team	✅	❌	❌	❌
Manage settings	✅	✅	❌	❌
View audit logs	✅	✅	❌	❌
Delete projects	✅	✅	❌	❌

*If permission granted
**Cannot assign owner role

Role Details

Full control over team

Responsibilities:

Strategic direction
Team structure
Critical decisions
Member oversight

Unique Powers:

Delete team
Transfer ownership
Override any decision

Best for:

Team founders
Department heads
Project leads

Day-to-day management

Responsibilities:

Member management
Project oversight
Settings configuration
Access control

Limitations:

Can't delete team
Can't assign owner role
Can't remove owner

Best for:

Team managers
Senior members
Project coordinators

Active contributor

Capabilities:

Work on projects
Create projects (usually)
Collaborate with team
View team content

Limitations:

Can't manage team
Can't change settings
Limited admin access

Best for:

Regular team members
Contributors
Developers/designers

Read-only observer

Access:

View team information
See projects
Read content
Monitor progress

Limitations:

Can't contribute
Can't create projects
Can't edit anything

Best for:

Stakeholders
Observers
Auditors
External reviewers

Team Invitations

Navigate to Invite Codes

Team Settings → Invite Codes → Create Code

Configure Code

Setting	Options	Description
Role	Owner, Admin, Member, Viewer	Default role for invitee
Expiration	1-90 days or custom	When code expires
Email	Optional	Restrict to specific email
Max Uses	1, 5, 10, unlimited	How many times code can be used

Click Generate Code
Copy invite link
Share via email, chat, etc.
Track code usage

Monitor Codes

View all active codes:

See usage count
Check expiration
Revoke if needed
Generate new codes

Invite Code Best Practices

Security:

✅ Set expiration dates
✅ Limit to specific emails when possible
✅ Use single-use codes for sensitive teams
✅ Revoke unused codes regularly

Organization:

✅ Name codes descriptively
✅ Track who codes are sent to
✅ Monitor code usage
✅ Clean up expired codes

By Function: Engineering, Marketing, Sales
By Product: Product A Team, Product B Team
By Geography: APAC Team, EMEA Team, Americas Team
By Initiative: Launch Team, Research Team
Hybrid: Engineering-Product A, Marketing-Product B

Effective Team Management

Do:

✅ Define clear team purpose
✅ Set appropriate visibility
✅ Assign roles thoughtfully
✅ Keep member list current
✅ Regular team updates
✅ Use audit logs for accountability
✅ Establish team norms

Don't:

❌ Make too many teams
❌ Overly complex structure
❌ Ignore inactive members
❌ Set wrong visibility
❌ Forget to update info

Team Communication

Effective Practices:

Regular Updates: Keep team informed
Clear Roles: Everyone knows their responsibility
Open Communication: Encourage questions
Documentation: Maintain team docs
Recognition: Celebrate achievements

Troubleshooting

Next Steps

Now that you understand teams:

Need help with teams? Contact Support →

Teams

🎯 Why Teams?

✨ Team Benefits

1. Open Join (Instant)

2. Request Access

3. Invitation Code

Basic Information

Members & Roles

Projects

Activity

Statistics

General Settings

Privacy & Access

Permissions

Notifications

Can't create team

Can't invite members

Invite code not working

Can't change team visibility

On this page