Skip to main content
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.

​
Open the Teams page

Click your organization name in the top-left corner, select Organization, then choose Teams from the sidebar.
Each team is a card showing its name, description, the roles it grants, and its members. You edit everything in place on the card: there is no separate detail page to click into.

​
Create a team

1

Start a new team

Click New team in the top-right of the Teams page.
2

Name the team and pick its roles

Give the team a name (for example, Records Unit), an optional description, and check the roles it should grant. Every member you add later inherits the permissions of these roles.
3

Create

Click Create team. The new team appears as a card on the page, ready for members.

​
Add and remove members

Manage a team’s roster directly on its card.
  • Add a member: click Add member, search for a member of your organization, and select them. They immediately inherit the team’s roles.
  • Remove a member: click the x on their chip. They lose any permissions they held only through this team.
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.

​
Edit or delete a team

Everything else on the card works the same way:
  • Name and description are edited in place; click the text, type, and your change saves when you click away.
  • Roles: click Add role to grant another role, or the x on a role chip to remove it. 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.

​
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 August 3, 2026