1.4.3 Teams

Amir Talachian

Updated November 09, 2026 19:31

Available with the Following Subscriptions: All Subscriptions
Available for the Following Roles: Company Admin, Company Manager

Teams allow you to group users for easier management of Project Roles. You can manage Teams from the Company Settings page under User Management.

Creating Teams

Follow these instructions to create a Team of users:

Click on the "Teams" tab on the list menu.
Click the "Create" option at the top of the Teams list menu.

Company Settings Teams tab (1) with the Create button (2) at the top of the Teams list

Fill in the Create Team pop-up menu.
Click Create Team button to confirm action.

Create Team pop-up with Team Name (3), description, Add Users and the Create Team button (4)

Adding Users to a Team

Follow these instructions to add a user to one of your Teams:

Click the Add button at the top of the Users list menu.

Teams page with a team selected and the Add button (1) at the top of the Users list

Fill pop-up menu box with the names of intended users.
Click Add Users to confirm action.

Add Users to Team pop-up with the user field (2) and Add Users button (3)

Removing Users from Team

Follow these instructions to remove a user from one of your Teams:

View the list of Users on the list menu.
Click the X button next to the user's name.

Team Users list with the X button (2) next to a user's name for removing them from the team

On the pop-up menu, select the Yes, Remove to confirm action.

Remove user from team? confirmation pop-up with the Yes, Remove button (3)

Deleting a Team

Follow these instructions to delete one of your Teams:

Hover mouse pointer over the team's name on the Teams list menu.
Click on the three dots menu next to the team name.
Click the Delete option on the dropdown menu.

Team three-dot menu (1, 2) with Delete (3) in the Teams list

Select Yes, Delete Team to confirm action.

Delete team? confirmation pop-up with the Yes, Delete Team button (4)

Editing Team Name and Description

Follow these instructions to edit the name and/or description of one of your Teams:

Hover mouse pointer over the Team's name on the Teams list menu.
Click on the three dots menu next to the team name.
Click the Edit name and description option on the dropdown menu.

Team three-dot menu (1) with Edit name and description (2)

On the pop-up menu, add Team Name and Description.
Click Confirm to accept changes.

Edit Team Name and Description pop-up with the Team Name field (4) and Confirm (5)