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Create and Manage Teams

Written by Premsanth Rajamani

Teams let you organize users by region, ownership, or workflow, and give reporting and access control more structure.

👉 Create a team

  1. Go to Settings → Users & Teams and open the Teams tab.

  2. Click Create team, name it, and click Create team again to confirm.

👉 Add or remove members

  1. Open the team, then click Add members and select from your active teammates to add them.

  2. To remove someone, click the remove icon next to their name and confirm.

📌 Removing a member only takes them off the team — they remain active under the Users tab.

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