How do I create and manage my group's teams?

In this article, you’ll learn how to:

• Navigate to User Access
• Teams Section
  • Create a New Team
  • Edit An Existing Team
  • Manage Users within Teams

Note: you must have Group Manager permissions in order to access User Access.

Navigating to User Access

Start by clicking on Settings within the lefthand main menu.

In the User Access page, click on Teams in the lefthand menu.

Teams in User Access

Any teams created are listed below the Request to Join section. If there are no existing teams, you’ll see a default team listed called “Legal Team (Default)”. 

The Request to Join section is visible to all organizations; however, only organizations using SAML will have actionable options in this section. To learn more about how this works, please view this article here.

Creating a New Team

To create a new team, click on the Create New Team button.

Enter the name in the Create New Team window, and press Create Team to finalize.

You’ll know it’s been created successfully when you see it within the list of existing teams.

Editing a Team

To edit a team’s name, start by clicking the Pencil icon found on the right

Make changes in the Edit Team window that appears. Press Update Team when ready. 

Note: at this time, teams cannot be deleted or removed. 

Managing Users within Teams

To view the members/users within a team, click on View Members of any existing team. 

The team window will appear with a full list of the current team members. 

If you need to make any changes to the users within a team, you will need to do so at the user level. This article has more information around editing users and their teams.

If you have any additional questions, please reach out to our Support Team at support@persuit.com.