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Creating and managing teams

Manage your organisation's structure by creating teams, assigning users, and setting up hierarchical relationships between teams. Teams help isolate access to content and provide a more relevant experience for users in large organisations.

Creating a team​

To create a new team:

  1. Navigate to Settings → Teams.

  2. Click the Create team button in the top right.

  3. In the form:

    • Team name: Enter a unique name for the team.
    • Initials: Customise the abbreviation shown in the team tree and content owned by the team.
    • Colour: Pick a colour to help visually distinguish this team.
    • Parent team: Choose where this team belongs in the organisational hierarchy.
      • Teams can have only one parent.
      • Teams are all children of the top-level team representing your organisation.
    • Team focus and mission: Describe what the team does.

  4. Click Create team to add the team to the hierarchy.

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You must have the relevant permissions (Team admin or Team create) to create a team.

Managing team members​

From a team's detail page:

  1. Use the Add button in the "Members" section to add users to the team.
  2. Search for a user by name or email and click to add them.
  3. Added users become direct members of the selected team.

Implicit membership​

Users assigned to a team are also implicitly members of all its parent teams. This allows parent teams to automatically include members from all their child teams.

  • Implicit members are shown with the label Inherited member.
  • You cannot remove implicit members from a parent team — you must remove them from their direct team instead.

Editing or archiving teams​

To update a team:

  • Click Edit in the team’s detail view to change its name, description, or initials.

To archive a team:

  • Click the ... menu in the team card and select Archive.
  • Confirm the action in the modal. Archived teams are hidden from the team hierarchy by default.
  • The top-level team representing the entire organisation cannot be archived.
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You must have the relevant permissions (Team admin or Team edit) to manage a team.

Moving a team​

You can change the parent of a team to reorganise your hierarchy:

  1. Open the team you want to move.
  2. Click the ... menu and select Move.
  3. Choose a new parent from the dropdown list.
  4. Confirm the move.
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You must have the relevant permissions (Team admin or Team edit) to move a team.

Viewing the team hierarchy​

The left-hand panel shows the full team hierarchy for your organisation:

  • Expand/collapse nodes to navigate deeper levels.
  • Archived teams can be toggled using the Show/hide archived switch.

Click any team to view its members, child teams, and details.