Managing Teams (Admins Only)

As an admin, you can split your organization into teams, for example by department. You'll find everything under Settings → Organization & Members in the Teams card.

Create a team

1. In the Teams card, click New Team.

2. Give the team a name, for example “Employment Law” or “Munich Office”.

3. Optionally choose a color, then click Create.

Add people to a team

• Existing member: In the member list, open the menu (⋮) at the end of the row, select Move to team, and choose the target team.

• New person: When you send an invite, you can pick the right team directly in the Team field.

Turn agents on or off for a team

1. In the Teams card, open the team's menu (⋮) and select Manage agents.

2. Turn off Allow all agents.

3. Select the agents the team is allowed to use, then save.

Team members will then only see the agents you've enabled.

Good to know: Each person belongs to exactly one team. When you move someone, the new team's agents apply to them right away.