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Managing Your Teams

Setting Up and Managing Your Team

Maayan Ayalon avatar
Written by Maayan Ayalon
Updated over a week ago

Teams are cross-functional groups of people that work together to produce and build a working, tested product. offers product teams a place to collaborate with all relevant teams in their organization while ensuring that teams can still work in their native environment. Setting up teams allows you to customize workflows, assign tasks to specific teams and mention them when commenting.

With’s Team Manager you can:

To open the Team Manager, go to the top-right toolbar, click on the Settings cogwheel and select "Team Manager":

Creating Teams in

To create teams, you can use one of the predefined teams by clicking on their symbol, and then edit their name by clicking on the pencil icon:

Alternatively, you can create a new team by clicking on the + sign, entering the new team name, selecting a new team symbol, and clicking Save:

Invite new users to your workspace

To invite a new user to your workspace select a team from the list and click +Member

Insert the new team member's email address and click '+' :

Then, select the new user role (see details below):

When adding a new team member under a role that is considered a paid license (Admin, Team Leader, Editor), you'll be notified that completing the action would have commercial implications-

Important notes:

  • If you are on our Pro Package, Contributors are free of charge!

  • Once adding a new user with a permission level that is considered a paid license, the account will be automatically charged.

To finish the invitation process, Click the 'Invite Member' button.
An invitation will be sent via email and once the user accepts the invitation, s/he will automatically appear as part of the team.

Manage User Permissions

The different permissions that come with each role are described in the table below:

In the event you require to change a user's permission level, for example- downgrade a user from Editor role to Contributor, click on the role next to the user's name and change the role.

Each user role can only invite and manage lower permission-level users.

Moving Members to another Team

In certain situations, you may have members that are assigned to the wrong team or members who have moved to different teams or roles. In these situations, you can move members to other teams. 

To move members to another Team:

  1. Select the relevant team member.

  2. Click the "Move To" icon next to the required member you want to move.

  3. Select the new team from the list.

To remove a user from a team, press the "Delete member" button.
For more information about account management, please visit this article.

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