Team Management

Organize workspace members into teams and departments with filtering, sorting, and detail management.

Open Team Management#

1. Click Business in the sidebar
2. Click Team

View Modes#

Toggle between two views:

• Members — Flat list of all workspace members
• Teams — List of organized teams/departments

Members View#

See all workspace members with their details:

• Name and avatar
• Department
• Status (active, invited, suspended)
• Level / role

Filter Members#

• Department — Filter by team/department
• Status — Active, invited, suspended
• Level — Seniority or role level
• Search — Name or email search

Sort#

Click column headers to sort the member list.

Edit a Member#

1. Click a member row or the edit icon
2. The Team Member Modal opens
3. Update department, role, or other fields
4. Click Save

Teams View#

See all teams/departments in your workspace.

Create a Team#

1. Switch to Teams view
2. Click Create Team
3. In the Team Create Modal, enter:
   • Team Name
   • Description
   • Members — Select from workspace members
4. Click Create

Team Settings#

1. Click a team to open its settings
2. The Team Settings Modal lets you:
   • Rename the team
   • Update description
   • Add or remove members
   • Delete the team

Add Members to a Team#

1. Open the team settings, or
2. Click Add Member from the team card
3. The Add Member Modal shows available workspace members
4. Select members to add

Team Metrics#

The top of the page shows aggregate metrics:

• Total members
• Total teams
• Distribution by department
• Other workspace stats

Permissions#

Team management access depends on your role:

• create — Create teams and add members
• read — View team structure
• update — Edit team settings and members
• delete — Remove teams
• invite — Invite new members
• approve — Approve membership changes
• export — Export team data

See Roles & Permissions for details.