Creating Teams

Teams let you group users together and then filter projects and dashboard data by those groupings.

Creating a team

As an Account Admin, navigate to Settings > Users & Groups > Teams.

On this screen: A white card with a “Teams” heading on the left and a green “Create A Team” button on the right. Below the heading is a “Search Teams” search bar. The table has columns for Team Name (a teal-colored clickable link), Assigned Users (up to two names shown inline, with an eye icon to view all if there are more), Assigned Services, Assigned Surveys, and Created On. Rows are striped. When one or more rows are selected via checkboxes, a bulk action control appears showing the selection count and a trash-can icon.

The Teams section uses the updated ScopeStack design system, consistent with the rest of Users & Groups.

Here you can see any existing teams. Click Create A Team to create a new one.

On this screen: A page with a header row containing a Cancel (or Back) button on the left, a “Create a Team” heading, and a “Save Team” button on the right. Below is a text field labeled “Team name” (required when creating). Under “Assign Team Members,” two side-by-side tables appear: the left table is titled “Available Users” and has its own search bar; users listed there show a green plus-circle icon next to their name and can be clicked to add them to the team. The right table is titled “Assigned Users” and shows users already on the team, each with a red minus-circle icon to remove them.

Give the team a name and assign users to it. You can also create teams without any users and assign members later as you add people to the platform. When you’re ready, click Save Team.

Assigning users to teams

Users can belong to more than one team. You can assign a user to teams either here on the Teams page or when adding or editing the user directly.

On this screen: The User Info tab of the Add/Edit User form, scrolled to the “User Type, Teams, and Roles” section. A multi-select autocomplete dropdown labeled “Teams” is visible, showing the names of available teams as selectable options. Selected teams appear as removable tags inside the input field.

How teams affect project filtering

Projects are associated with teams through their collaborators. If a project has collaborators on different teams, that project will appear under each of those teams’ filters. This means a project shows up wherever its people are — you don’t need to assign a team to the project itself.

Once you have teams set up, you can filter the Projects list and Dashboard by team to see only the work relevant to your group.