Team management

Manage teams and streamline collaboration in your workspace

Written By Ray Tang (Administrator)

Updated at April 24th, 2026

Team management settings are accessible only to users with the appropriate team-related permissions under Roles and permissions.

 

The team management feature allows workspace admins to streamline collaboration by creating and managing teams within their organization’s workspace. With this feature, you can:

  1. Create and edit team details
    2. Add or remove members from teams
    3. Designate dedicated channels to teams 

Access team management settings

To access team management settings:

  1. Click the icon in the bottom-left corner to open the “General Settings” page
  2. Under “Company settings”, click “Team management”

On the Team management page, there is a list of all teams in the workspace. The table includes details such as:

  • Team name
  • Number of members
  • Dedicated channels
  • QR code channel
  • QR code assignment
  • QR code download action
  • Last updated date
     

What is a dedicated channel ?

A dedicated channel is a specific channel assigned to a team. Team members can only access conversations and messages within these assigned dedicated channels. If no dedicated channels are assigned to a team, team members of that team will automatically gain access to all channels in your organization’s workspace.

 

 

Create a team

You can follow the steps below to create a new team:

1. Under “Company settings”, navigate to “Team management”
2. Click the “Create team” button 
3. Within the popup that appears, input the following details:

  1. Team name
  2. Dedicated channels 

4. Click “Create”


 

Viewing and editing a team

View team details

You can follow the steps below too view details of a specific team:

  1. Under “Company settings”, navigate to “Team management”
  2. Click the team to open its details page
  3. Review the team member list. For each team member, the table shows:
    1. Name
    2. Email
    3. Phone number
    4. Role
    5. Position
    6. Date added
       

Edit team details

You can follow the steps below to edit details of a specific team:

  1. Under “Company settings”, navigate to “Team management”, 
  2. Click the icon that appears next to the team name
  3. Click “Edit team settings” 
  4. In the pop-up window, update the following details as needed:
    1. Team name
    2. Dedicated channels assigned to the team (Optional)
  5.  Once all changes are completed, click “Save”

Add members to a team

You can follow the steps below to add users as team members to a specific team:

  1. Under “Company settings”, navigate to “Team management”, 
  2. Click the team that members should be added to
  3. On the team details page, click “Add team members” button 
  4. In the pop-up window, search the user you would like to add to the team by email or name
  5. Click “Add members” once you completed your selection


Remove members from a team

Team members can be removed individually or in bulk.To remove members from a team:
 

  1. Under “Company settings”, go to “Team management”, 
  2. Click the team that members should be removed from
  3. Use the checkboxes to select the users to remove
  4. Click “Remove” at the top of the table


     

Delete a team

You can choose to delete a single team, or delete teams in bulk.

Important notes before deleting a team 

When a team is deleted:

  • Conversations assigned directly to the team become unassigned in the company inbox
  • Conversations assigned to individual team members remain assigned to those members
  • Team members are not removed from the workspace. Only the team grouping is removed 
 


Delete a single team

You can follow the steps below to delete a team:

  1. Under “Company settings”, navigate to “Team management”
  2. Hover over the team to be deleted
  3. Click the  icon that appears next to the team name
  4. Click “Delete”

Delete teams in bulk

You can follow the steps below to delete multiple teams at once:

  1. Under “Company settings”, go to “Team management”, 
  2. Use the checkboxes to select the teams to delete
  3. Click “Delete” at the top of the table