Teams

Create and manage teams within your organization.

What Are Teams?

Teams help you organize members and control access:

• Group members by department or project
• Share documents with entire teams
• Manage permissions at team level

Creating Teams

1. Go to Organization → Teams
2. Click Create Team
3. Enter team name
4. Add description (optional)
5. Click Create

Managing Team Members

Add Members

1. Open the team
2. Click Add Members
3. Search for members
4. Select and add

Remove Members

1. Open the team
2. Find the member
3. Click Remove
4. Confirm removal

Team Roles

Within a team:

• Team Admin: Manage team members
• Team Member: Standard team access

Team Settings

General

• Name: Team display name
• Description: Purpose or scope

Visibility

• Public: Any org member can see and join
• Private: Invitation only

Default Permissions

Set what team members can do by default with team documents.

Sharing with Teams

Share a Document

1. Open the document
2. Click Share
3. Select Team
4. Choose the team
5. Set permission level

Team Folders

Create shared folders for teams:

1. Create a folder
2. Share with team
3. All team members can access

Team Analytics

View team activity:

• Documents created
• Storage used
• Active members
• Recent activity

Deleting Teams

1. Open the team
2. Click Settings → Delete Team
3. Confirm deletion

Best Practices

• Create teams by function (Engineering, Sales)
• Or by project (Project Alpha)
• Use clear naming conventions
• Review team membership regularly
• Clean up unused teams

Next Steps

• Members - Manage organization members
• Roles & Permissions - Configure team and org permissions
• Collaboration - Version history and review workflows