Teams

A team is a named group of tools and members, managed together. Instead of assigning each person to each tool individually, you manage access at the team level - add someone to a team, and they immediately have access to every tool in that team at the role you specify.

Why teams exist

Without teams, access management becomes repetitive as your organization grows. If you have ten tools and need to give a group of contractors access to all of them, you’d have to make ten separate assignments per person. Teams collapse that into a single step.

Teams are also useful when your organization has distinct working groups - for example, a data team and a product team, each with their own set of tools and members. Teams let you model that structure without overlap.

What a team contains

A team has two components: a set of tools and a set of members. Each member in the team is assigned a role - either Executor or Viewer - that applies to every tool in the team.

When you add a tool to a team, every member of that team immediately gains access to it at their existing team role. When you add a member to a team, they immediately gain access to every tool in the team at the role you assign them. The two dimensions are always in sync.

Where to manage teams

Teams are managed from Workspace Settings → Teams. Only owners and admins can create or modify teams.

Creating a team

To create a team, go to Workspace Settings → Teams and create a new team. Give it a descriptive name that reflects the group it represents - something like “Data Tools” or “Client A” works better than “Team 1”.

Once the team exists, add the tools that members of this team should have access to, and add the members who belong to this team. When adding each member, set their role: Executor if they need to edit and run the tools, Viewer if they should only be able to observe.

Adding a member to a team

When you add a member to a team, they gain access to all the tools currently in that team at the role you set. If the team grows - new tools are added later - that member automatically gets access to those new tools too, without any additional steps.

Members must already belong to your organization before they can be added to a team. If someone isn’t in the organization yet, invite them first from Workspace Settings → Members.

Adding a tool to a team

When you add a tool to a team, all current members of that team gain access to it at their individual team roles. You don’t need to update each member separately.

Changing team membership

Owners and admins can add or remove members and tools from a team at any time. Removing a member from a team revokes their access to all tools in that team, unless they’ve been separately assigned to one of those tools outside the team. Removing a tool from a team removes access for all team members who weren’t assigned to it individually.