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Prerequisites

Who can manage teams:
  • Admin
  • SysAdmin
  • Account Manager
  • Company Admin
Who can view teams:
  • All users that can access to the admin panel
What teams can be managed:
  • Only Custom Teams (Company and Private teams are automatic)
Where teams can be managed:
  • Only within Admin Panel

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Create a Team

Step 1: Navigate to team creation
  1. Log in the Administration
  2. Navigate to Teams in the admin menu
  3. Click on ”+ Add Team” to open the team creation form
Step 2: Configure team properties
  1. Fill in the Name field (mandatory)
    • Choose a descriptive and unique name
    • Examples:
      • “Engineering - Backend Team”
      • “Sales - Enterprise”
      • “Project Phoenix - Core Team”
    • Avoid generic names like “Team 1” or “Temp”
  2. Fill in the Description field (optional)
    • Describe the team’s purpose and scope
    • Example: “Backend engineering team responsible for API development and infrastructure”
  3. Select the Company (mandatory)
    • Choose the company this team belongs to
    • Pre-filled if you are Company Admin
  4. Set Category to “Custom” (automatic)
Step 3: Add team members
  1. Go to the Members section
  2. Click ”+ Add another Team Member”
  3. Search for users in the dropdown
  4. Select users to add to the team
  5. Users appears immediately in the team list
  6. Repeat to add multiple members
Step 4: Save the team
  1. Click “Save” to create the team and return to the team list
  2. Or click “Save and continue editing” to add more members or configure further
💡 Tip: After creating a team, you can associate it with workspaces through the Workspace admin interface.

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Update a Team

Step 1: Navigate to team editing
  1. Log in with appropriate admin credentials
  2. Navigate to Teams in the admin menu
  3. Click on the team name to open the editing interface
Step 2: Update team properties
  1. Modify Name and/or Description as needed
  2. Cannot change Company after creation
  3. Cannot change Category (always “Custom” for manually created teams)
Step 3: Manage team members Add members:
  1. Go to the Members section
  2. Click ”+ Add another Team Member”
  3. Search and select users to add
Remove members:
  1. Go to the Members section
  2. Click the ”×” button next to a member to remove them
Step 4: Save changes
  1. Click “Save” to apply changes and return to team list

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Delete a Team

Important considerations ⚠️ CAUTION: Deleting a team is IRREVERSIBLE and will:
  • Remove all team memberships
  • Affect workspace access for all team members
  • Potentially impact users’ ability to access documents
Only Custom teams can be deleted. Company and Private teams cannot be deleted. Step 1: Navigate to team editing
  1. Log in with appropriate admin credentials
  2. Navigate to Teams in the admin menu
  3. Click on the team name to open the editing interface
Step 2: Delete the team
  1. Verify this is a Custom team (Company and Private cannot be deleted)
  2. Click “Delete Team” button at the bottom
  3. Confirm deletion when prompted
  4. Click “Yes, I’m sure” to permanently delete
⚠️ Warning: Before deleting a team:
  • Check which workspaces use this team
  • Notify team members about the change
  • Consider reassigning workspace access to another teamRemoving Members from a Team