Teams

Teams help you organize users and apps at scale

Overview

Teams let you group users together and manage access at scale. Instead of assigning apps and roles one person at a time, teams allow admins to define shared access patterns that apply automatically to everyone in the group.

Teams are especially useful for organizing users by function, retailer, region, or workflow.


What you can do on the Teams page

Admins can use the Teams page to:

  • Create new teams

  • Assign users to teams

  • Grant app access at the team level

  • Set default roles for team members

  • Bulk assign users across teams

This makes it easier to onboard users, manage permissions, and keep access consistent as your organization grows.


Creating a new team

To create a new team,

  1. Select Create Team.

  2. This opens the New Team dialog.

  3. Once created, the team appears in the Teams list and can be edited at any time.


FAQ

πŸ’‘ App access via teams does not affect subscriptions. Apps must already be subscribed to the workspace.

For more details, see β†’ App Subscriptions


Best practices

  • Create teams based on shared workflows or responsibilities

  • Set default roles to reduce manual role assignment

  • Use teams to manage app access instead of assigning apps one-by-one

  • Review teams periodically to ensure access stays current