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Create and Manage Teams

Premsanth Rajamani avatar
Written by Premsanth Rajamani
Updated over 2 weeks ago

Teams help you organize users based on regions, ownership, or workflows. They also make reporting and access control more structured.


Creating a team

  1. Go to Settings β†’ Users & Teams.

  2. Open the Teams tab.

  3. Click Create team.

  4. Enter a team name and click Create team.


Add or remove team members

  1. Open the team you just created.

  2. Click Add members.

  3. Select users from the list of active teammates.

  4. Confirm to add them to the team.

To remove a member:

  • Click the remove icon next to the user

  • Confirm the action

Removing a member only removes them from the team. The user remains active under the Users tab.

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