YAPL Documentation
User GuidesTeams

Team Assignments

Connect teams to projects for access control in YAPL.

Team Assignments

Team assignments determine which teams can access specific projects. This guide covers assigning teams to projects, managing assignments, and understanding how assignments affect access.

Understanding Team Assignments

Team assignments work as follows:

  • Projects are assigned to teams (not individuals)
  • Team members access projects through their team membership
  • Multiple teams can be assigned to one project
  • Access level depends on member role within team

Assigning Teams to Projects

During Project Creation

When creating a new project:

  1. Navigate to Projects > Create Project
  2. In the Team Assignment step, select teams
  3. Choose 1-10 teams to assign
  4. Complete project creation

Regular team members must assign at least one team. Workspace owners can create projects without team assignment.

After Project Creation

To modify team assignments on existing projects:

  1. Open the project
  2. Navigate to project settings or team tab
  3. Click Manage Teams or Edit Team Assignment
  4. Add or remove teams
  5. Save changes

Assignment Limits

AspectLimit
Teams per project1-10
Projects per teamUnlimited
Teams per workspaceUnlimited

How Assignments Affect Access

Access Granted

When a team is assigned to a project:

Team RoleProject Access
LeadFull access (view, edit, manage)
MemberEdit access (view, edit)
ViewerView-only access

Access Denied

Without team assignment, members:

  • Cannot see the project in lists
  • Cannot access project details
  • Cannot view or edit tasks/plans
  • Exception: Workspace owners have full access

Managing Assignments

Viewing Current Assignments

To see which teams are assigned to a project:

  1. Open the project
  2. Look for team information in overview
  3. Or navigate to team management section

To see which projects a team is assigned to:

  1. Open the team
  2. Navigate to Items tab
  3. View assigned projects and plans

Adding Teams

  1. Open project settings
  2. Find team assignment section
  3. Click Add Team
  4. Select team from dropdown
  5. Save changes

Removing Teams

  1. Open project settings
  2. Find team assignment section
  3. Click remove icon next to team
  4. Confirm removal
  5. Save changes

Removing a team immediately revokes access for all team members (unless they have access through another assigned team).

Access Scenarios

Single Team Assignment

Project assigned to one team:

  • All team members have access
  • Access level based on role
  • Simple access control

Multiple Team Assignments

Project assigned to multiple teams:

  • Members from all teams have access
  • Role from each team applies independently
  • Member in multiple teams gets combined access

No Team Assignment

Project with no teams assigned:

  • Only workspace owners have access
  • Not visible to team members
  • Useful for owner-only projects

Best Practices

Planning Assignments

Before creating projects:

  • Identify who needs access
  • Determine required access levels
  • Assign appropriate teams

Team Structure for Assignments

StrategyWhen to Use
Functional teamsOngoing departmental access
Project teamsDedicated project groups
Cross-functionalMultiple departments need access

Access Reviews

Periodically review assignments:

  • Remove teams that no longer need access
  • Add teams that should have access
  • Verify access levels are appropriate

The Workspace Owners Exception

Workspace owners have special access:

  • Access to all projects regardless of assignment
  • Via the automatic Workspace Owners team
  • Cannot be restricted by team assignments

This ensures owners always have administrative access.

Assignment vs. Role

Important distinction:

ConceptScopeControls
Team AssignmentPer projectWhich teams can access
Team RolePer teamWhat members can do

Example:

  • Engineering Team assigned to Project A
  • User is Member role in Engineering Team
  • User has edit access to Project A

Impact of Changes

Adding a Team

Immediate effects:

  • All team members gain access
  • Access level based on their role
  • Project appears in their lists

Removing a Team

Immediate effects:

  • Team members lose access
  • Project disappears from their lists
  • Historical activity preserved

Changing Member Roles

If a member's role changes:

  • Access level updates immediately
  • Applies to all team-assigned projects

Troubleshooting

Team Members Can't Access Project

  1. Verify team is assigned to project
  2. Check member is in the assigned team
  3. Verify member's role permits access
  4. Check project isn't archived

Cannot Add Team to Project

"Maximum teams reached"

  • Remove a team first (max 10)

"You don't have permission"

  • Only owners and project managers can modify
  • Check your access level

Cannot Remove Team from Project

"At least one team required"

  • Regular users need at least one team
  • Owners can have projects without teams

Changes Not Taking Effect

  • Refresh the page
  • Ask member to log out and back in
  • Verify changes were saved

Bulk Operations

Currently, assignments are managed per-project. For large-scale changes:

  1. Plan changes in advance
  2. Update projects one at a time
  3. Verify each change was successful

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