Create and manage a team

Setting up and managing teams

Create a named team to organize users with shared permissions or properties.

Create a team

1. Open Users in the builder navigation.

2. Select the Teams tab.

3. Select Add Team.

4. Enter a Team Name, such as Customer Support.

5. Select Create.

6. Review the resulting team's settings before assigning users.

The creation dialog describes teams as a way to group users, grant permissions, and assign properties. Creating a named team does not by itself document which actions that team should be allowed to perform.

Assign people and properties

Select the intended team when inviting a user or creating an invitation link. Review existing membership before changing assignments.

Use Add Property on the Teams tab when the group needs a shared attribute. Keep the meaning and type consistent with the user and team property design.

Review team permissions

Document expected access to the builder, settings, membership management, pages, and data actions. Use the controls available for your app version, then verify the result with representative test accounts.

Classic builder reference

Older team screens group permissions into Project Permissions and Page Permissions. Their page choices include Full Access, Read-only, Custom Access, and No Access. These labels describe the Classic interface and may differ from your current builder.

For Classic conditional data actions, see conditional add, edit, and delete.

Video: Classic team setup

This existing video shows the earlier team-management interface. Use the current navigation steps above when working in the current builder.