Teams

Overview

Teams let you group existing workspace members, so you can assign and manage permissions at scale. Instead of configuring the same role for each person on every base, add users to a team and grant that team a role on one or more bases.

Teams help you to

• Organize members by department, project, or function
• Manage permissions efficiently by assigning roles to teams instead of individuals
• Scale access control without managing individual user permissions
• Maintain flexibility with inheritance and override capabilities

Create Team

1. Navigate to Workspace Settings > Teams tab.
2. Click New Team.
3. Enter a team name (Optional).
4. Click Create Team.

When a team is created, the creator is automatically added as its first member and designated as the Team Owner. Team Owners have full administrative privileges, including adding or removing members, renaming the team, and deleting it when necessary. Multiple owners can be assigned to a team, but each team must always have at least one owner.

Add Members to a Team

In the Teams tab, select the team you want to manage, then follow these steps:

1. Click Add Members.
2. Use the toggle buttons to select existing workspace members to add. Members already part of the team are clearly indicated.
3. Click Add Members again to confirm your selection.

You can search by name or email to quickly locate users. Existing team members have their toggles disabled to avoid duplicate additions. Each member’s workspace role is displayed beside their name for better context.

Remove Members from a Team

In the Teams tab, select the team you want to manage, then follow these steps:

1. Locate the member you want to remove. Use the search bar if needed and open the Actions (three dots) menu beside their name.
2. Select Remove Member.
3. Confirm the action when prompted.

To remove multiple members at once:

1. Use the checkboxes to select the members you want to remove.
2. Click Actions > Remove from Team at the top of the member list.
3. Confirm the action when prompted.

Manage Team Owners

A team can have multiple owners, but it must always have at least one.

To add or remove team owners:

1. In the Teams tab, select the team you want to manage.
2. Locate the member whose ownership status you want to change. Use the search bar if necessary and open the Actions (three dots) menu beside their name.
3. To grant ownership, select Assign as Team Owner. To revoke ownership, select Remove as Team Owner.

Leave Team

Members can leave team on their own if they no longer wish to be part of it (any team member can leave, not just owners -- as long as at least one owner remains).

To leave a team you are a member of:

1. In the Teams tab, open team context menu by clicking the Actions (three dots) button beside the team name.
2. Click the Leave Team button from the dropdown menu.
3. Confirm the action when prompted.

Rename Team

In the Teams tab, select the team you want to rename. Edit team name as needed, and your changes will be saved automatically.

Delete Team

To delete a team:

1. In the Teams tab, open team context menu by clicking the Actions (three dots) button beside the team name.
2. Click the Delete Team button from the dropdown menu.
3. Confirm the action when prompted.

Assign Roles to Teams

You can assign roles to teams at both the workspace and base levels, similar to how you assign roles to individual users. When a team is granted a role, all its members inherit that role according to the effective role resolution rules detailed below.

Effective Role Resolution

Effective permissions for a user at base level are determined by combining explicit (individual) assignments and team-derived assignments using the following precedence rules:

1. Explicit individual role at Base (highest precedence)
2. Best (most permissive) role among Team roles assigned at Base
3. Explicit individual role at Workspace level other than "Inherit"
4. Best (most permissive) role among Team roles assigned at Workspace
5. No-access (default)

Notes

• An explicit individual assignment always overrides any team-derived role at the same level.
• Lower-level roles (Base) override higher-level roles (Workspace) when an explicit assignment exists at the lower level.
• When multiple team roles apply, the system chooses the most permissive role (for example, between Viewer and Editor it will choose Editor).

Best Practices

• Invite all users to the workspace with the Inherit role. This grants no direct permissions but allows users to be included in teams. Note that assigning a No Access role at the workspace level overrides and blocks all team-derived permissions.
• Organize teams based on your company’s structure — for example, by departments or project groups.
• Assign roles to teams at the workspace or base level according to access needs.
• Use explicit individual roles only for special cases or exceptions to maintain consistent access control.
• Maintain clear naming conventions for teams (e.g., Eng - Backend, Ops - HR) to simplify management and improve visibility across large workspaces.
• Review team membership regularly to ensure only active users retain access. Remove members who have left the organization or changed roles.
• Assign multiple team owners to avoid administrative bottlenecks in case one owner is unavailable.