Use case: Keeping work within teams
If your organization has multiple teams responsible for different regions or projects, you can ensure their work remains private to their team by:
Creating separate Teams (Introduced in this article)
Set up Teams for each group to compartmentalize work.
Setting default ownership by Team
Configure accounts so new work is automatically visible to all members of the Team without manual sharing.
Other Teams will not see this work unless explicitly shared.
Click here to learn How to share work across teams
1. Create and manage teams
Create new team
Click your profile picture or initials in the bottom-left corner, select "User Management".
On the left side of the User Management page, click "+ New Team".
Name your team and click "Create Team".
The new team will appear in the list once created.
Rename a team
Select the team you want to rename.
Click the edit button (pencil).
Enter the new name and click "Update Name".
Delete a team
Select the team you want to delete.
Click the trash bin icon to remove the team.
Note: Ensure all members and associated work are properly reassigned before deleting a team to avoid data loss or access issues.
2. Manage team members
Add members to a team
Select the team you’d like to manage.
If the user is new (hasn’t created an account yet):
Click "Invite Members" and follow the steps in the Inviting new users guide.
If the user already has an account but isn’t part of the team yet:
Click "+ Add to Team".
Choose the user from the dropdown list.
Click "Add to Team".
Remove members from a team
Select the team you’d like to manage.
Click the trash bin icon next to the user you want to remove.
Next step: Check how to share work across teams