Team Management: Solving Common Issues

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User cannot see team

• Team doesn’t appear in user’s team list
• User cannot access team workspaces

1. Is the user a member of the team?
2. Has the team been created successfully?
3. Is the user’s account active?

1. Add user to team (Admin Panel):
   • Navigate to Teams → Select team → Add member
2. Verify account status:
   • Check user is active in company
   • Ensure not marked for deletion

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User cannot access workspace

• User is team member but can’t access workspace
• Workspace doesn’t appear in user’s workspace list in Chat UI

1. Is the workspace associated with the user’s team?
2. Is the workspace active (not deleted)?
3. Does user have required role for workspace access?

1. Associate workspace with team (Admin Panel):
   • Navigate to Workspaces → Select workspace → Set team
2. Verify workspace status:
   • Ensure workspace not archived or deleted
3. Check user role:
   • Verify user has appropriate permissions

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Cannot delete team

• Delete button grayed out or missing
• Error when attempting to delete

1. Is this a Company or Private team? (Cannot be deleted)
2. Do you have admin permissions?
3. Is team still associated with workspaces?

1. Only Custom teams can be deleted:
   • Company teams: Automatic, cannot delete
   • Private teams: One per user, cannot delete
2. Remove workspace associations first:
   • Reassign workspaces to other teams
   • Then delete team
3. Verify admin permissions:
   • Ensure you have Admin, Sys Admin, Account Manager, or Company Admin role