Creating and editing teams

Kaitlin Ashley
Kaitlin Ashley
  • Updated

Creating a team

To create a team, go to your directory (your company name in your lefthand navigation) > Teams > Create Team.


From there, give your team a name, optional description, associate your team with a department, add team members, link relevant apps or tools, and determine if your team is private or public. Click "Create" to create your team.


Editing a team

If you're a team owner, admin, or member and you would like to edit your team, click the "Edit" button on your team page. 


Team roles

There are four different roles one can have on a team:

  • Owner "owns" the team and can invite new users, edit the team, and manage all roles and access rights
  • Admin has the same abilities as the owner, without ownership status
  • Member can invite new users and edit the team, but cannot manager other members' roles or access rights
  • Viewer can view the project, but can't take action on that project. Note: because all Qatalog teams default to public, everyone in an organization is a viewer of a public project. Thus, the viewer role is only relevant for private teams.

In addition to these roles, individuals can also choose to follow a public team to receive notifications on team activity.


Team privacy

Teams will default to public to promote transparency, but teams can be set to private during the creation process or on edit if desired. Once a team is private, no one but the team members will be able to view the team's hub.


Inviting people to my team

To invite people to your team, click on the list of team members, and type your teammate's name into the search bar that opens up on the right side of your page.


If you'd like to add a member to your team who is not currently in Qatalog, you can do that here by typing in their email address and sending an invite.


Note: only team owners, admins, and members can invite people to join their team or approve request to join their team.

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