Add a Team
Use the Add Team action to create a new team for organizing users and controlling access to datastores.
Permissions
Only users with the Admin role can create teams. See the Permissions page for details.
Field reference
The Add Team dialog shows the two sections below. Team Information identifies the team, and Permissions & Access sets what its members can reach. Every field except Name can be left empty and filled in later with Edit Team.
Team Information
These fields identify the team across the platform. Only Name is required.
| Field | Required | Type | Description |
|---|---|---|---|
| Name | Text | The team's identifier, up to 50 characters. It must be unique across the platform; a name that already exists is refused when you save. When the team should receive members through group sync, enter the group name exactly as your identity provider presents it, because the match uses this field only. | |
| Display Name | Text | A friendlier label, up to 255 characters, shown in place of the Name wherever the team appears. Use it when the Name has to match an identity-provider group and is hard to read on its own. Leave it empty and the team shows its Name. See Name and Display Name. | |
| Description | Text | A short summary of the team's purpose. It appears in a tooltip when you hover over the team in the Teams list. |
Permissions & Access
These fields set what the team's members can reach. Admins reach every datastore regardless of team; Managers can list every datastore, but, like Members, can only open the ones their teams cover.
| Field | Required | Type | Description |
|---|---|---|---|
| Permission | Option | The team permission members receive on the assigned datastores: Editor, Author, Drafter, Viewer, or Reporter. Comes set to Viewer. See Team Permissions for what each level allows. | |
| Users | Option | The users to add to the team. Type to narrow the list and pick one or more users; each selected user appears as a chip inside the field. | |
| Source Datastores | Option | The source datastores the team can access. Type to narrow the list and pick one or more datastores. | |
| Enrichment Destinations | Option | The enrichment datastores the team can access. |
Steps
Step 1: From any page of the application, open Settings in the left sidebar. The Settings page opens with its tabs across the top.
Step 2: Click the Access tab.
Step 3: Click the Teams tab. The list shows every team, one per row.
Step 4: Click the Add Team button above the list. The Add Team dialog opens.
Step 5: Fill in the required fields. See the Field reference above for what each field holds.
Step 6: Click Save at the bottom of the dialog. To discard the form instead, click Cancel or the X in the top right corner; no team is created.
Step 7: A success message appears, the dialog closes, and the new team is added to the list.