My Teams
Create and manage teams within your organization to organize users and control access to specific integrations and data sources.
What are Teams?
Teams allow you to group users together for easier permission management. Instead of assigning access to individual users, you can assign entire teams to integrations or data sources.
Creating a Team
Navigate to My Teams
Go to Org Settings > My Teams from the sidebar.
Click Create Team
Click the + Create Team button in the top-right corner.
Configure Team Details
Enter the team name, description, and optionally add team members immediately.
Save Team
Click Save to create the team. You can add more members later.
Managing Team Members
To add or remove members from a team:
- Click on the team name to open team details
- Use the Add Members button to invite users
- Select users from your organization or enter email addresses
- Click the remove icon next to a member to remove them
Bulk Operations
Team Permissions
Teams can be assigned different access levels:
- Full Access: Can view, edit, and execute integrations
- Edit Access: Can view and edit, but not execute manually
- View Access: Read-only access to view integrations and logs
Assigning Teams to Integrations
When creating or editing an integration, you can select which teams have access:
- Open the integration in the Workflow Designer
- Go to Settings and find the Team Access section
- Select the teams that should have access
- Choose the permission level for each team
Default Team
Every organization has a default team that includes all members. This team cannot be deleted but can be renamed. New users are automatically added to the default team.
Team vs Individual Access
Best Practices
- Function-based Teams: Create teams based on job functions (Engineering, Marketing, Sales)
- Project-based Teams: Create temporary teams for specific projects
- Regular Reviews: Periodically review team memberships to ensure accuracy
- Documentation: Add descriptions to teams explaining their purpose