Documentation

Teams

Elevate, May 20-22-2025, Miami Beach, Florida

Teams group members of your Organization into logical units that you can assign permissions to.

Teams cannot exist outside of an Organization. Creating an Organization automatically creates a default Team, Administrators, which includes you. We recommend inviting at least one other user to the Team.

In the respective Organization's screen, you can manage associated Teams.

Learn more about setting up Teams in our self-paced Organizations, Teams, and Projects module.

Create a Team

To create a Team, do the following:

  1. Click the profile icon and select Manage Organizations & Teams.
  2. Select the Organization and click Add team.
  3. Enter the name of the Team and click Create.

Invite users to a Team

Users can belong to multiple Teams. Adding a user to a Team gives the user access to the Projects of the Organization that the Team has been granted access for.

To invite users to a Team, do the following:

  1. Click the profile icon and select Manage Organizations & Teams.

  2. Select the Organization and Team.

  3. In the Teams screen, click Invite members.

  4. In the Invite someone to the team dialog, do one of the following:

    • Enter the first name, last name, or email address to search and invite an existing member of the same Organization.
    • Enter the email address to invite a new user to the Organization.

  5. Click Add member.

A sign-up link is sent to the invited users. When they sign up using the link, they are automatically added to your Organization.

When using single sign-on (SSO), only existing users can be added to a Team. New users must sign up using the SSO login link before they can be invited to a Team.

Remove users from a Team

To remove users from a Team, do the following:

  1. Click the profile icon and select Manage Organizations & Teams.
  2. Select the Organization and Team.
  3. Click the delete icon next to the user in the Teams screens.
  4. Click Remove member in the dialog.
    If you’re removing a user from the Administrators team, enter the team name “Administrators” for confirmation, and then click Remove member.

Delete a Team

To delete a Team, do the following:

  1. Click the profile icon and select Manage Organizations & Teams.
  2. Select the respective Team and click the Delete team icon.
  3. Click Delete in the dialog.