Managing your teams

Teams let you group contacts together and give them a shared set of permissions over your account, services, and domains. They’re handy when you want to give a developer, an accountant, or a colleague exactly the access they need.

Open Manage contacts in the sidebar and click the Teams tab.

The teams list

The Teams tab lists every team you’ve created, with these columns:

Name — the team’s name.
Status — whether the team is active or pending.
Type — Local for a team you created, or invite-based for one joined with an invite code.
Description — the optional note you added when creating it.

Before you create any teams, the list shows “Nothing to display.” Two buttons sit at the top right: Add new team and Invite Team.

Create a team

On the Teams tab, click Add new team.
Enter a Name and an optional Description.
Under Contacts, select one or more of your existing contacts to add as members.
Set the team’s permissions.
Click Save Changes.

Invite a remote team

Inviting a remote team gives access to people who aren’t in your contact list. They join using an invite code.

On the Teams tab, click Invite Team.
Enter a Name and an optional Description.
Enter the Invite Code that remote members will use to join.
Tick Allow notifications to remote team members if you want invited members to receive notifications.
Set the team’s permissions.
Click Save Changes.

Edit a team

Each team row has a three-dot menu with Edit Team and Delete; you can also click a team’s name to open it.

On the details page (labeled “Local Teams Details” for teams you created) you can change the Name, set the Status to active or inactive, edit the Description, and add or remove Contacts, which appear as removable chips. It also shows an auto-generated Invite Code with a copy button, so you can share it with people you want to join, alongside the full set of permissions. Click Save Changes to apply your edits.

Delete a team

Open the team’s three-dot menu and choose Delete to permanently remove it.