Skip to main content

​
Team Organization Strategies

​
By Department

Best for: Traditional organizational structures 
Company Teams:
  ├─ Engineering
  ├─ Product
  ├─ Sales
  ├─ Marketing
  ├─ Customer Success
  └─ Operations

​
By Project

Best for: Project-based work with temporary teams 
Company Teams:
  ├─ Project Phoenix - Core
  ├─ Project Phoenix - Extended
  ├─ Project Atlas - Development
  └─ Project Atlas - QA
Best for: Most organizations 
Company Teams:
  ├─ Engineering - Backend
  ├─ Engineering - Frontend
  ├─ Engineering - DevOps
  ├─ Product - Platform
  ├─ Product - Mobile
  ├─ Project Phoenix - All
  └─ Security Committee

​
Good Naming Practices

[Department/Function] - [Specific Team/Purpose]

​
Good examples

✅ Excellent names (descriptive and clear):
  • "Engineering - Backend Team"
  • "Sales - Enterprise"
  • "Product - iOS App"
  • "Project Phoenix - Core Team"
  • "Security Committee"
  • "Customer Success - EMEA"

✅ Good names (clear purpose):
  • "Engineering Team"
  • "Marketing"
  • "Data Science"

❌ Avoid (too vague or generic):
  • "Team 1"
  • "Temp"
  • "Test"
  • "Misc"
  • "Group A"

​
Team Lifecycle

​
Creation checklist

  1. ✅ Define clear purpose and scope
  2. ✅ Choose descriptive name following conventions
  3. ✅ Write comprehensive description
  4. ✅ Identify initial members
  5. ✅ Document which workspaces team will access
  6. ✅ Create team in Admin Panel
  7. ✅ Add members
  8. ✅ Associate with workspaces
  9. ✅ Notify team members

​
Regular maintenance

Monthly:
  • Review team membership for joiners/leavers
  • Verify SCIM sync status (if applicable)
Quarterly:
  • Audit team purpose and membership
  • Review workspace associations
  • Clean up inactive members
Annually:
  • Comprehensive team structure review
  • Validate all team purposes still relevant
  • Consolidate similar or overlapping teams

​
Deletion

Before deleting a team:
  1. ✅ Verify team is no longer needed
  2. ✅ Check workspace associations
  3. ✅ Notify all team members
  4. ✅ Migrate members to other teams if needed
  5. ✅ Document reason for deletion
  6. ✅ Delete through Admin Panel

​
Security Best Practices

​
Principle of least privilege

  • Only add users who need access to team resources
  • Create specific teams for sensitive workspaces
  • Regularly audit team memberships
  • Remove members promptly when they leave projects

​
Access review procedures

Monthly:
  - Review new members added
  - Verify member removals processed
  
Quarterly:
  - Full team membership audit
  - Cross-reference with HR systems
  - Validate workspace access patterns
  
Annually:
  - Comprehensive access recertification
  - Team structure optimization
  - Security and compliance review