Organize people into teams
A team is a named group of members. Use a team when you want to give access once to a group, instead of picking people one at a time. Roles decide what each person may do. Teams decide who they share with.
Where to find it: Settings → People → Teams
Before you start
| Permission | What it allows |
|---|---|
Create teams (team:create) |
Create a team. Every Member has it. You become the team's admin. |
Manage teams (team:manage) |
Reach every team, including teams you did not create, and change who belongs to each and who administers it. |
When you create a team, you become its team admin. A team admin can rename the team, add and remove people, appoint and step down other admins, and delete the team.
What teams are for
| Use | What you do |
|---|---|
| Connection ownership | Own a connection at the team level, so the group shares one authorized account. |
| Toolbox sharing | Share a toolbox with a team at the View, Use or Edit level. |
| Custom connector sharing | Share a custom connector with a team at the View or Edit level. |
| Offboarding and transfer | Move a departing member's personal connection to a team so shared toolboxes keep working. |
A person can belong to many teams. A team is not a role. For example, a Guest on the Platform team still cannot connect accounts, because their role does not allow it.
Create a team
- Open Settings → People → Teams.
- Choose New team.
- Enter a Name. Optionally, enter a Description.
- Optionally, pick the Members to add. Elaichi adds them as soon as it creates the team. You can only add people who are already in your organization. Invite others first under People.
- Choose Create team.
You will know it worked when the team appears in the Teams list. You are its admin automatically.
Add or remove members
- In the Teams list, open the team's row menu and choose Manage team.
- Under Members, pick a person and add them. To remove someone, use the remove control on their row.
- To change a person's team role, use the role control on their row. Member gets everything shared with the team. Admin also manages the team and its access.
Changes to members apply right away. The team also shows on each person's row under People.
Own a connection as a team
When you connect an account, choose team as the owner. You need Create shared connections (connection:share). Everyone on that team can then use the connection, according to their role and any restrictions.
You can also transfer an existing personal connection to a team later.
Share a toolbox with a team
Open the toolbox, choose Manage access, and pick the team. Then set the access level.
| Level | What the team can do |
|---|---|
| View | See the toolbox and its configuration. |
| Use | Run its tools over your organization's MCP endpoint. |
| Edit | Change its entries and settings. |
Sharing a toolbox needs the Share toolboxes permission (toolbox:share), plus enough access to the toolbox itself.
Leave or delete a team
Leave a team. In the Teams list, open the team's row menu and choose Leave team. You need no permission. If you are the team's only admin, appoint another admin first. Someone with team:manage can still remove the last admin.
Delete a team. Open the team's row menu and choose Delete team. You can delete any team you administer, or any team at all with team:manage. You cannot undo a deletion. Before you delete a team, check whether it owns any connections or whether any shares point at it. Move those first, so nothing is left pointing at a team that no longer exists.
What to know
- A team admin can appoint another team member as an admin, step an admin down, or remove an admin from the team.
team:manageis enough to change a team's membership. It does not give organization-wide admin powers.- Sharing a connection with a team or with everyone at your organization needs
connection:share. - A role answers "may this person invite people, connect accounts or manage SSO?" A team answers "is this person on Platform, Support or Finance?"
- Domain join and SCIM add people to the organization. Put them on teams afterward, or map groups to roles through SCIM where you have set that up.