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Administration · 5 min min read

Create a Team

What is a team?

A team is a shared account that lets you centrally manage users and their access across multiple workspaces. Team members can be added to individual workspaces and assigned roles with specific permissions.


Create a Team

  1. Click your profile icon in the top-right corner of the dashboard
  2. Select Settings
  3. Navigate to Team Account
  4. Click Create Team and enter a team name
  5. Confirm — you become the team admin automatically

Add Members

You can add members to a team in two ways:

Manual invite

Click Invite Member, enter the email address, and send the invite. An invitation link is automatically sent to the member. After registration, they are part of the team and can be assigned to workspaces.

LDAP

If your organization uses LDAP, you can configure an LDAP connection to automatically sync users. Set up the LDAP configuration under Team Account → LDAP.


Add Members to Workspaces

After a member joins the team, you can add them to individual workspaces and assign roles:

  1. Navigate to the workspace you want to add them to
  2. Go to Settings → Members
  3. Add the team member and assign a role

Roles define what a member can see and do in a workspace. You can create custom roles under Settings → Roles. See Configure Workspace for a full list of permissions.


Next steps