Access
Manage teams
Create team contexts, assign members and roles, and keep templates and API access scoped.
Workspace administrators10 minutes
Before you begin
- Administrator access
- Existing or invited users
What you will complete
- Teams with named owners and appropriate member access
Create a team
Open Settings > Teams, provide a name that reflects the operating group, and add a short description so administrators understand its purpose.
Assign members and roles
- Add existing workspace users to the team.
- Use manager for people who administer the team context.
- Use member for routine template and submission work.
- Remove stale membership when a user changes responsibilities.
Work in team context
Use View or Impersonate to enter the selected team context. Confirm the active context before creating templates, submissions, or scoped API keys.
Team context changes which records and credentials an action belongs to. Display and verify the active team before making production changes.