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Create a team

Create a team in Administration, add members, assign products, and set roles so everyone shares the same access.

When you create a team, you add members, assign products, and set roles that everyone in the team will have.

The Create new team form with About, Members, and Access sections and a Create team button

Create a team

  1. Go to Administration > Teams
  2. Click "+ Create team"
  3. In the About section, enter a team name
  4. In the Members section:
    • Click "+ Add user" to open the "Add users to this team" picker
    • Search by name or email, tick the users you want (or use "Select all"), and click "Add (X)"
  5. In the Access section:
    • Click "+ Add product" and pick one or more products from the modal
    • Use "Select role(s)" to choose the roles members get on those products
  6. Click "Create team"

A team needs at least one product before you can create it. All members you add inherit the roles and products you assign to the team.

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