This article covers how to create a team, add and manage members, set up team notifications, and edit or remove a team.
Create a team
Click your profile image in the top right corner
Select Settings
Under Entity settings, go to Teams
Click Add team +
Enter a name for the team and click Add.
Add and manage members from the team page
Team membership is managed directly from the team page. Open a team from the Teams list to add people, change their roles, or remove them, either one at a time or in bulk.
A user can belong to more than one team
Users can be members of more than one team at the same time. Adding someone to a new team no longer removes them from their existing teams, so people who work across departments or regions can sit in every team that applies to them.
Add members to a team
Open the team from the Teams list
Add the users you want to include
Save your changes
Manage members in bulk
On the team page you can act on several members at once instead of editing them individually:
Bulk change role — update the role for multiple members in one action
Bulk remove — remove several members from the team at once
Bulk add with a specific role — add multiple users and assign them a role in the same step
Manage a person's teams from their profile
You can also manage membership from an individual user's profile, which is useful when you're working with one person rather than a whole team:
Go to Manage users in Settings
Click the user you want to update
Select or remove teams from the team field in their profile
Set a team notification email
A team can send a copy of its notifications to a shared inbox in addition to its individual members. This is useful when you want a whole team, or a shared address like sales@yourcompany.com, to have visibility of team activity.
Set an additional notification email on the team to route team-level notifications to that inbox as well as to individual members.
Edit, deactivate, or delete a team
You can update a team at any time from the Teams page:
Rename: edit the name of the team name
Change status: toggle a team between Active and Inactive
Delete: remove a team permanently
When you delete a team, the users themselves are not deleted from the system. They are simply removed from that team.
