PARTNER ADMIN GUIDE

Create and manage teams

Group users for membership and tenant-level scoping.

Partnership administrator3 min read

Scope: individual tenant

Teams group tenant users for membership and solution-level scoping.

Create a team

Every tenant may include a default General team, and additional teams can be created for business units, projects or customer groups.

  1. 1Open Access → Teams.
  2. 2Select Add team.
  3. 3Enter a stable slug.
  4. 4Enter the user-facing team name.
  5. 5Select Save.
  6. 6Open Members for the team.
  7. 7Add the relevant tenant users.
Add team asks for a slug and a display name.
Use concise, stable slugs because they may be referenced by policies or integrations. Use clear display names that users and administrators will recognise.

Example team structure

General
Default tenant membership.
Customer Service
Users responsible for customer support solutions.
Operations
Users responsible for operational workflows.

These are examples only. Apart from a default team, teams are not created automatically.

Related guides

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