Creating Teams

Teams organize your workspace members and control access to projects. This guide covers creating teams and configuring their initial settings.

When to Create a Team

Create a team when you need to:

• Group members by function - Engineering, Operations, Management
• Organize project access - Dedicated teams for specific projects
• Separate permissions - Different access levels for different groups
• Structure collaboration - Define who works together

Creating a New Team

Step 1: Navigate to Teams

1. Click Teams in the sidebar navigation
2. Click the Create Team button

Step 2: Enter Team Information

Step 3: Create the Team

Click Create Team to finish. You'll be taken to the team detail page.

Team Name Guidelines

Good team names are:

• Descriptive - Clearly indicate the team's purpose
• Concise - Easy to recognize in dropdowns
• Unique - Different from other teams in workspace

Good examples:

• "Engineering Team"
• "Project Alpha Team"
• "Site Operations"
• "Management"

Avoid:

• "Team 1" (not descriptive)
• Very long names that get truncated
• Names that could be confused with other teams

Team Types

Regular Teams

Standard user-created teams:

• Full management control
• Assignable to projects
• Can be deleted
• Customizable settings

Workspace Owners (System)

Automatically managed team:

• Contains all workspace owners
• Cannot be modified directly
• Provides access to all content
• Cannot be deleted

After Creation

Your new team is ready for:

1. Adding Members

Navigate to the Invitations tab to invite members:

• Send email invitations
• Generate shareable links

2. Setting Roles

When members join, assign appropriate roles:

• Lead - Team administrators
• Member - Standard access
• Viewer - Read-only access

3. Assigning to Projects

Connect the team to projects:

• Open projects and add team assignment
• Or assign during project creation

Team Limits

Depending on your subscription:

Team Statistics

After creation, the team page shows:

Editing a Team

After creation, modify team settings:

1. Open the team
2. Click Edit Team or settings icon
3. Update name, description, or type
4. Save changes

Deleting a Team

To delete a team:

1. Open the team
2. Navigate to team settings
3. Click Delete Team
4. Confirm deletion

What Happens When Deleted

• Team members lose access to team-assigned projects
• Members remain in workspace (if in other teams)
• Historical activity is preserved
• Action cannot be undone

Team Creation Best Practices

Functional Teams

Create teams based on roles:

• Management Team - Leaders and decision makers
• Engineering Team - Technical staff
• Operations Team - Field and operations staff
• Support Team - Customer-facing roles

Project Teams

Create teams for major projects:

• Project Alpha Team - Everyone working on Alpha
• Q1 Launch Team - Cross-functional launch team
• Client ABC Team - Dedicated client team

Hybrid Approach

Combine both strategies:

• Functional teams for general work
• Project teams for specific initiatives
• Members can belong to multiple teams

Troubleshooting

Cannot Create Team

"Team name already exists"

• Use a unique name within your workspace
• Add identifiers to make it unique

"Cannot create teams"

• Only workspace owners can create teams
• Check workspace subscription status

Team Not Appearing

• Refresh the page
• Check if team was created successfully
• Verify you have access to view teams

Related Topics

• Team Roles - Understanding permissions
• Team Invitations - Adding members
• Team Assignments - Connecting to projects