Teams

Teams in the sidebar lets you group members of your organisation, for example Accounts, Sales or one team per branch. Teams are for organising people; what each person can see and do is set by their role (see Members and roles).

Create a team

1. Open Teams and click New Team (or Create Your First Team).
2. Enter a Name (for example Accounts), an optional Description and a Color.
3. Save.

The Teams page shows Total Teams, Total Members, Avg Team Size and the Largest Team, and lets you search teams.

Add and remove members

Open a team and click Add Member, then choose from your organisation's members. Only people who already belong to the organisation can be added; invite new people under Settings → Members first.

Remove someone from the team with the remove action next to their name. Edit changes the team's name, description and color; Delete removes the team and its member assignments (the people stay in your organisation).

Members tab

Teams → Members lists everyone in the organisation with the teams they belong to, searchable by name or email.