Team Settings

Teams help you organize members into logical groups. Use teams for department-based access, project collaboration, or notification targeting.

Understanding Teams

What Teams Are

Teams are groups of organization members:

• Logical groupings (not security boundaries)
• Can have team-specific settings
• Useful for notifications and workflows
• Members can belong to multiple teams

Teams vs Roles

Viewing Teams

Team List

Navigate to Settings > Organization > Teams to see:

Team Details

Click a team to view:

• Team description
• All members
• Team settings
• Activity

Creating Teams

New Team

1. Click Create Team
2. Configure:
   • Team name
   • Description
   • Team lead (optional)
3. Click Create

Team Settings

Managing Team Members

Adding Members

Add existing organization members to a team:

1. Open team details
2. Click Add Members
3. Search or select members
4. Click Add

Removing Members

Remove members from a team:

1. Find member in team list
2. Click Remove
3. Confirm removal

Members remain in the organization, just no longer on the team.

Bulk Management

Add or remove multiple members:

1. Select members (checkboxes)
2. Use bulk action dropdown
3. Add to team or remove

Team Leads

Assigning a Lead

Designate a team lead:

1. Open team settings
2. Select Team Lead
3. Choose a member
4. Save

Lead Capabilities

Team leads can:

• Add/remove team members
• Edit team description
• Receive team notifications
• Represent team in workflows

Team-Based Features

Notifications

Target teams for notifications:

• Alert settings can specify teams
• Team members receive alerts
• Useful for on-call rotations

Reports

Include team information in reports:

• Team-based summaries
• Responsibility assignments
• Contact information

Assignments

Assign tasks to teams:

• Gap remediation owners
• Review responsibilities
• Attestation groups

Team Visibility

Public Teams

Default visibility:

• All org members can see team exists
• Members list visible
• Can request to join (if enabled)

Private Teams

Hidden teams:

• Only members see the team
• Useful for sensitive groups
• Admin can still manage

Best Practices

Team Structure

Organize teams around:

• Departments (Security, IT, Compliance)
• Functions (Incident Response, Audit)
• Projects (Cloud Migration, Compliance 2024)

Team Naming

Use clear, descriptive names:

• ✅ Security Operations Team
• ✅ Compliance Review Board
• ❌ Team 1

Maintenance

Keep teams current:

• Remove departed members
• Update leads as needed
• Archive inactive teams

Troubleshooting

Can't Create Teams

If you can't create teams:

• Verify organization admin or owner role
• Check team limit (if applicable)
• Contact support

Can't Add Members

If members can't be added:

• Verify they're organization members
• Check team member limits
• Ensure you have team management permission

What's Next?

• Member Management - Manage individual users
• Role Configuration - Set up access control
• Alert Configuration - Team-based alerts