Settings → Teams (PEOPLE & ACCESS) groups workspace members for CRM ownership, reporting, and team-scoped permissions. Each team has a name, optional description, one to four team leaders, and a member list.
Please note:
- Every team requires at least one team leader and allows at most four.
- A user can belong to only one team at a time — adding them to a new team moves them from any previous assignment.
- Deleting a team removes all members from that team (confirmation required).
- Invite users and assign roles first — follow Add users and invite teammates before creating teams.
KPI overview
| Widget | Meaning |
|---|---|
| Total Teams | Count of teams in the workspace |
| Team Members | Sum of members across all teams |
| Avg Team Size | Average members per team |
| Multi-Leader Teams | Teams with more than one leader |
Create a team
- Click Create Team
- Enter Team Name (required) and optional Description
- Select Team Leaders (1–4) from active workspace users
- Click Create Team
Leaders are chosen from the same user list loaded from /api/members.
Manage existing teams
Each team card shows name, member count badge, description, and leader badges. From the actions menu:
| Action | What it does |
|---|---|
| View Members | Lists current members with roles; remove individuals or add more |
| Edit Team | Change name, description, or leaders |
| Add Members | Multi-select users to assign via /api/teams/assign |
| Delete Team | Deletes team and removes member assignments |
Search filters teams by name.
Team membership rules
flowchart LR Create[Create team with leaders] --> Empty[Team with 0 members] Empty --> Add[Add Members dialog] Add --> One[User assigned to team] One --> Move[Add to another team] Move --> Reassign[User leaves previous team] Leaders[1 to 4 team leaders] --> Create
Leaders appear in the member list with a Leader badge when viewing team members.
Permissions and CRM impact
Team membership affects modules that expose read_team permissions (for example leads and deals assigned by team). Pair team setup with Roles in Settings so leaders and members have appropriate access, and align start pages under Start modules per role when team leads need a dedicated landing view.
Ensure users exist under Manage members before adding them to teams.
Related articles
- Settings drawer overview — PEOPLE & ACCESS navigation
- Roles, permissions, and RBAC — team-scoped permissions explained
- Manage members — invite users before team assignment