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Teams let Owners grant the same roles to a group of members at once. Instead of assigning roles to each person individually, you create a team, give it the roles you want, and add members to it. Every member inherits the permissions of every team they belong to, on top of any roles assigned to them directly.
Only users with the Owner role can create and manage teams. Teams live on the Organization page alongside Members.

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Open the Teams page

Click your organization name in the top-left corner, select Organization, then choose Teams from the sidebar.
The Teams page listing each team with its roles and member count
The Teams table shows each team’s name, the roles it grants, and how many members belong to it. Click any team to open its detail page.

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Create a team

1

Start a new team

Click New Team in the top-right of the Teams page.
The New Team button on the Teams page
2

Name the team and pick its roles

Give the team a name (for example, Records Unit), an optional description, and select the roles it should grant. Every member you add later inherits the permissions of these roles.
The new team form with name, description, and role selector
3

Create

Click Create. Mesa opens the new team’s detail page, where you can add members.

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Add and remove members

Open a team to manage who belongs to it.
  • Add a member: click Add Member, then search for and select a member of your organization. They immediately inherit the team’s roles.
  • Remove a member: click Remove next to their name and confirm. They lose any permissions they held only through this team.
A team detail page showing its roles and member list
A member’s effective permissions are the union of the roles assigned to them directly and the roles granted by every team they belong to. Removing a member from a team never revokes a role they also hold directly.

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Edit or delete a team

From a team’s detail page:
  • Edit changes the team’s name, description, or the roles it grants. Changing a team’s roles updates the permissions of every member at once.
  • Delete removes the team. Members lose any permissions they held only through it. This cannot be undone.

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Roles and permissions

Teams grant the same roles you can assign to a member directly. For what each role can do, see Organization admin.

Organization admin

Assign roles to individual members and manage usage allocations.

Organization customization

Set shared skills, preferences, and pinned content for your team.
Last modified on July 10, 2026