Team Management

Overview

Teams let you organize workspace members into groups. You can use teams to route tickets, assign work to specific groups, and control who handles what. Workflows can assign tickets to teams automatically, including to the least busy member of a team.

Adding members

To invite someone to your workspace, go to Settings > Members and click Invite Member. Enter their email address and select a role. They will receive an email with a link to join.

Once someone has joined the workspace, they can be added to one or more teams. Go to Settings > Teams, select a team, and add members from the workspace roster.

Removing members

Owners and admins can remove members from the workspace through Settings > Members. Removing a member revokes their access entirely. The workspace owner cannot be removed.

Members can also be removed from individual teams without losing workspace access. This only changes their team assignments.

Any member can leave the workspace on their own, except for the owner.

Team settings

Each team has a name that you can update at any time. Teams exist within a single workspace and can be referenced in workflow actions (for example, to assign tickets to the least busy member of a team).

Managing teams

The team management page shows all teams in your workspace along with their current members. You can create new teams, rename existing ones, add or remove members, and delete teams that are no longer needed. Deleting a team does not remove its members from the workspace.