Manage Teams

A team defines which members can access which projects within an organization. Every project belongs to exactly one team, and only members of that team can work with it.

Key Concepts#

Before managing teams, keep these points in mind:

• Team management covers add/remove members, set roles, manage associated projects, and control sharing scopes.
• Each project belongs to exactly one team.
• Team members can access the projects within their team.
• To keep your projects separate, manage them in different teams.
• Assign Editor only to members who need to edit and make everyone else a Viewer.

Team Roles#

Roles within the team are divided into the following.

Managing Your Teams#

Here is how to create teams, manage members, and remove teams.

Create a Team#

To create a new team, you must have organization Owner or Admin permissions.

1. Access Kumoy as a user with Owner or Admin permissions.

2. Open the Organization Settings tab, select the Teams sub-tab, and click Create Team.

   

3. In the "Create a new team" popup, enter the team name, optionally change the team color, and click Create.

   

4. The team is created and appears in the team list.

   

Add, Change Role, or Remove Team Members#

Team member management is done by organization Owners or Admins from the team settings screen.

1. Access Kumoy as a user with Owner or Admin permissions.

2. Open the Organization Settings tab, select the Teams sub-tab, and click the gear icon for the target team.

   

3. To add a member, select the Members tab and click Add member.

   

4. Select Organization User.

   

5. Select its role and click Add member.

   

6. The member is added to the team. You can change their role or remove them from the role dropdown next to each member.

   

Delete a Team#

Caution

Team deletion cannot be undone. Back up your data beforehand if needed.

Owner or Admin permissions are required to delete a team. Deleting a team will also delete all projects belonging to that team.

1. Access Kumoy as a user with Owner or Admin permissions.

2. Open the Organization Settings tab, select the Teams sub-tab, and click the gear icon for the team you want to delete.

   

3. Click Delete team.

   

4. Review the popup content and click Proceed with deletion.

   

5. Type "delete" in the input field and click Delete team.

   

6. The team is deleted.