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Organize people into teams

A team is a named group of members. Use it whenever you’d rather grant access once to a group than pick people one by one.

Where to find it: Members & Roles → Teams

You need the Manage teams permission (team:manage) to create, edit, delete teams, or change membership. Roles still decide what each person is allowed to do; teams decide who they share with.

What teams are for

Use What you pick
Connection ownership Own a connection at team scope so the group shares one authorized account.
Toolbox sharing Share a toolbox with a team (access levels view / use / edit).
Custom connector sharing Share a custom connector with a team (view / edit).
Offboarding / transfer Move a leaving member’s personal connection to a team so shared toolboxes keep working.

People can belong to many teams. Teams are not roles — a Viewer on the Platform team still can’t connect accounts unless their roles allow it.

Create a team

  1. Open Members & Roles → Teams.
  2. Choose New team (or equivalent create action).
  3. Enter a name and optional description.
  4. Save.

You'll know it worked when: The team appears in the Teams list.

Membership is edited after create — open the team to add people.

Add or remove members

  1. Open the team from the list.
  2. Under Members, choose someone from the organization and Add.
  3. Remove someone with the remove control on their row.

Only existing organization members can be added. Invite people under People first if they aren’t in the org yet. If everyone is already on the team, the picker says so.

Team membership shows up on each person’s row under People.

Use a team when connecting or sharing

Own a connection as a team

When you connect an account, choose team as the owner (requires connection:create_shared). Everyone on that team can use the connection according to their roles and any restrictions.

You can also transfer an existing personal connection to a team later.

Share a toolbox with a team

When sharing a toolbox, pick the team as the grantee and set the access level:

Level Meaning
view See the toolbox definition.
use Use it (including through MCP when they instantiate or are granted use).
edit Change entries and settings.

Sharing still requires the Share toolboxes permission (toolbox:share) plus standing on that toolbox.

Delete a team

From the Teams list, delete a team you no longer need. Before you delete, check whether any connections are owned by that team or any shares point at it — re-home those first so nothing is left pointing at a removed group.

Good to know

  • team:manage is enough to edit membership; it does not grant org-wide admin powers.
  • Creating team- or org-scoped connections also needs connection:create_shared.
  • Roles answer “may this person invite / connect / manage SSO?” Teams answer “is this person in Platform / Support / Finance?”
  • Domain join and SCIM add people to the organization; put them on teams afterward (or map groups via SCIM where you’ve set that up).