Teams help you organize workspace members into groups, making it easier to manage internal collaboration and member organization.
Unlike companies, which are used to group clients, teams are designed for workspace members.
Navigating the Teams section
You can find the Teams tab in Settings → Teams.
From there, you can create a team by clicking the Create Team button, choosing a name, and clicking Save.
Once created, the team will appear in the list.
Note
Team names are visible to clients, so it's recommended to use clear and professional naming conventions.
Your existing teams appear in a list that can be sorted alphabetically or by date added.
To apply sorting, click the Name or Added column header. The first click sorts in ascending order, the second switches to descending order, and the third removes the sorting.
Right below the team’s name, the number of members on the team is displayed.
Managing Team Profiles
When you open a team, you’ll be able to:
Change the team's avatar by clicking on the edit button on it. This opens up an additional window, where you can:
Change the team’s initials
Change the team's avatar color by selecting one of the predefined colors or clicking the three dots to select a custom color
Upload an image from your computer, add one from a URL, or paste it directly from your clipboard using Ctrl+V
Change the team’s name by clicking directly on it
See details of how many members are currently in it and when it was created
View and update the team's name from an additional name field within the profile
See a full list of all members along with their email addresses
Open a member’s profile by clicking on them to view their details and see all the teams they belong to
Hover over a member to remove them from the team or view their profile
Or delete the team.
Note
Unlike client companies, members can be part of multiple teams.
To learn more about managing member profiles, see Managing Team Member Profiles.
Sharing Resources with Teams
You can share resources directly with Teams, giving you a faster way to grant access to multiple members at once.
Go to a resource, click the Share button, and start typing the team name.
You’ll see it appear in the list with a “Team” label, along with the number of members in that team.
Select the team and choose the role its members should have for the resource.
Optionally, enable the Send Notification checkbox to include a custom message and send an email notification to the team members.
After clicking Save or Send Invite (depending on whether email notifications are enabled), the resource will be shared automatically with all members in the team, and an email notification will be sent if you’ve enabled the setting.
As members are added to or removed from the team, resource access updates automatically.
You can later change the role the team is assigned within the resource by clicking the Share button or the team’s avatar, clicking their current role, and selecting a new one.
From there, you can also resend the resource invitation to the team, view the team’s profile, or remove the team’s access to the resource.
Important Note
If a team member is added separately with a different permission level, the direct user permission will take priority over the team permission.
When sharing a resource with a team, you can still assign individual team members to tasks, mention them in task comments, conversation messages, and other areas of the workspace.
Have questions? Contact support.