Create & edit Teams

This article explains how teams are created and managed in the Admin view and how teams are used to control access, content, and communication across the platform.

Admin mode

Understand the team structure

A team is a group of users working together.
Each team has one or more owners responsible for members and follow-up.


Create and manage teams

You can create teams, add or remove members, and change team owners.
Teams control which users have access to specific content.

Create a team

  1. Go to Admin

  2. Open the Menu

  3. Select People

  4. Select Teams

  5. Click Create team

  6. Enter the Team name

  7. Add a Description explaining the team’s purpose and responsibilities

  8. Select a Location
    (created under Settings → Segments → Locations)

  9. Set Visibility:

    • Public – all users can see the team and its members

    • Private – only team members and admins can see the team

    • Hidden – only team members can see the team, only team admins see it in Admin view

  10. Select team owner(s)

  11. Click Next and add users

  12. Review the summary and create the team


Use teams in the platform

Teams are used to:

  • Control communication and information flows

  • Share content and materials

The team structure is central to organizing content and communication across the platform.

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