Teams

The page provides a centralized view of all internal teams within your organization. It allows you to create, manage, monitor teams & members, and their associated projects, all from a single place.

Purpose of This Page

The Teams page is used to group internal users into functional or operational units within your company. These teams represent internal departments or working groups and are not independent organizations.

Like partners, teams are operated under the headquarters and share the same company structure, data ownership, and governance rules. They are commonly used to represent departments such as:

• Sales

• Engineering

• Project Management

• Operations

By organizing users into teams, you can streamline internal workflows, clearly define responsibilities, and improve coordination.

What You Can Do Here

From the Teams page, headquarters users can perform the following actions:

• View all internal teams displayed as individual cards

• Create new teams under the headquarters structure

• Open detailed views for each team

• Track team-level project activity and workload

• Manage team members and assign roles

• Suspend partners or member that are no longer active or needed if the role is team lead

How It Works

Teams are created within the Organization section and are always managed under the headquarters structure. They do not function independently and cannot exist outside your main organization.

Each team is represented by a card that displays high-level information at a glance, including:

• Team name

• Total number of projects owned by the team

• Team creation date

• Current status (Active or Suspended)

Selecting a team card opens the Team Details page, which is organized into three main tabs:

Every team member can view the partner's card and their team card in the organization page.

On the Settings > Company > Users page, teams can only see their own members.

Overview

Provides a summary of the members, team’s activity, project ownership, and general information.

Members

Allows you to add or remove users, define team membership, and manage user roles and responsibilities within the team.

Settings

Enables configuration of team-specific options such as status management and team name.

All team data remains fully connected to the headquarters, ensuring centralized ownership and consistent access control.

Team Permissions & Visibility

• Company Documents

  • Teams can view all company documents.

  • They can’t add or delete documents.

  • Documents can only be downloaded.

• Contacts

  • Teams can view contacts created by the partner.

  • Teams can create and view their own contacts.

  • Contacts created by other teams or owned by the headquarters are not visible.

• Projects & Leads

  • Teams can view:

    • Projects and leads they created

    • Projects and leads assigned to them

    • Projects and leads related to their partner

  • Teams can’t view projects or leads belonging to other teams or owned by the headquarters

• Materials

  • On the Materials page, teams can see only active materials.

  • Teams can’t activate or deactivate materials and cannot edit their details.

• Team Admin Role

  • A Team Admin can invite all users except Headquarters users.

• Account & Integrations

  • Teams cannot view or manage the main account’s subscription.

  • Teams cannot view or manage the main account’s integration.

Team Suspension Behavior

When a team is suspended:

• The team can no longer create new projects

• Team members lose access to the team’s existing projects

Before suspending the whole team, you can choose to reassign all users to another team, either with the same role or a different role.

• All projects, leads, and related assets are automatically transferred to the headquarters, and this action can not be undone

This ensures business continuity while allowing you to deactivate unused or inactive teams safely.

If the team is reactivated, projects, leads, or assets cannot be reassigned to the same team.

Key Outcomes

Using the Teams page enables you to achieve:

• A clear and scalable internal team structure

• Better project ownership and responsibility distribution

• Centralized control under the headquarters

• Improved visibility into internal activity and performance

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Related Pages

• Company Settings Page

• Organization Page

• Partners Page

• Headquarters Page

• Active Materials Page

For more assistance, don’t hesitate to get in touch.