Groups & Teams

Overview

Groups (also called teams) let you organize the people in your company into named collections — for example a Quality Assurance team, an internal audit group, or your leadership team. Once a group is set up, you can use it to keep people organized and to make assignments easier: instead of picking the same individuals over and over, you work with a single named group.

You manage groups from the Groups page in the Administration area. Each group has a name, a color, an optional avatar, an optional Leadership flag, and a list of members.

Key concepts

Group fields

Field	What it does
Group name	The display name for the group (required). For example, "Quality Assurance Team".
Group color	A color used for the group's avatar and visual identity throughout the app.
Avatar	An optional image for the group. If you don't upload one, the group shows a colored placeholder.
Type	Either Standard Team or Leadership Team (see below).
Members	The active people who belong to the group.
Team ID	A unique identifier for the group, shown on the group's detail page. You can copy it for reference.

Group types

Type	Meaning
Standard Team	A normal working group with no special designation. This is the default.
Leadership Team	A group flagged as a core management group. Leadership teams show a Leadership badge in the group list and on the group page.

note

Only active people appear in the member picker and in a group's member list. People who are invited but haven't joined yet, or who have been deactivated, won't be shown until they become active.

How to create a group

1. Open the Groups page from the Administration area.
2. Select Create Group in the top-right corner.
3. In the Create New Group dialog, enter a Group Name (this is required).
4. Optionally pick a Group Color from the color picker on the right.
5. Optionally check Leadership Team if this group is a core management group.
6. Optionally add starting Members using the member picker (you can also add members later).
7. Select Create Group to save. The new group appears at the top of the list.

tip

If you don't see the Create Group button, you may not have permission to create groups. Ask a company admin to grant you the right access.

How to find and open a group

1. On the Groups page, browse the list of groups. Each card shows the group's avatar, name, member count, and a Leadership badge where it applies.
2. To narrow the list, type in the Search groups box at the top. The list filters to groups whose name matches what you type.
3. Select a group card to open its detail page.

How to edit a group

On a group's detail page you can change its details inline — changes save automatically, and a Saving… indicator appears briefly while the update is recorded.

1. Open the group from the Groups page.
2. To rename it, select the group name at the top and type a new name. Press Enter or click away to finish.
3. To change its color, use the Group Color picker in the Team Settings panel.
4. To mark or unmark it as a leadership group, use the Leadership Team toggle under Type.
5. To set a picture, select the avatar, then upload and crop an image in the Team Avatar dialog. You can also remove the current image from the same dialog.

How to add and remove members

1. Open the group from the Groups page.
2. In the Members panel, select Add Members.
3. Choose one or more active people from the list. The picker shows only people who aren't already in the group.
4. Your selections are saved as you go — added people appear in the member list immediately, and the member count updates.
5. To remove someone, find them in the member list and select the clear (remove) control next to their name.

note

Removing someone from a group doesn't delete their account — it only ends their membership in that group. If you add the same person back later, their membership is simply restored.

How to delete a group

1. On the Groups page, find the group you want to remove.
2. Select the actions menu on the group's card and choose Delete.
3. Confirm in the Delete Group dialog by selecting Delete.

warning

Deleting a group removes it from the Groups list and from any place it was used. If you only need to change who belongs to the group, remove members instead of deleting the whole group.

How groups are used in assignments

Groups give you a reusable way to refer to a set of people. Rather than selecting individuals one at a time, you can choose a named group wherever a group can be assigned — keeping related work organized around the same team. Leadership teams are useful for grouping the people responsible for management-level oversight, so they're easy to identify at a glance.

Keep your groups and their members up to date so that anything organized around a group always reflects the right people.