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Access to a team can be either Public or Private.
Public teams
Public teams are open to the organization and can be accessed by the following:
- All Organization Members
- Team Owner
- Team Members
- Team Guests
Private teams
Private teams are only visible to the people who are apart of the team. These teams can be viewed by the following:
- Team Owner
- Team Members
- Team Guests
Roles in a team
There are three types of roles within a team:
- Team Owner
- Team Members
- Team Guests
Team Owner
A Team Owner is typically a leader in, or the head of the business unit, department, or product. Alternatively, it could be a leader of a sub-division, a Manager of a team within a business unit, department, or product.
Who can be assigned a Team Owner?
One, or multiple Members.
Who do you recommend I assign as Team Owner?
We recommend that you assign the users who will be managing access to the team during the life of the team.
Pro tip: Always keep your name as a Team Owner if you are creating the team. Otherwise, you will lose Team Owner permissions. See team permissions for more information. |
Team Owners can do the following:
Team details
- Add Team Members and Team Guests
- Remove Team Members and Team Guests
Project details
- Access any and all projects that the team is assigned to
Team Members
A Team Member is a colleague of yours that is a part of the team.
Team Members can do the following:
Project details
- Access any and all projects that the team is assigned to
Team Guests
A Team Guest is a client, contractor, consultant, lawyer, or any other third party that is a part of the team.
Team Guests can do anything a Team Member can do.