Teams

Organize users into teams with leaders who can view their members' workspaces.

Overview

Teams let you group users together with a designated leader. Team leaders can view their members' briefings and books via the "View as" feature on the Workspace page. This is how managers review their team's pipeline and accounts without needing admin access.

Creating a Team

Go to Settings → Teams and click Create Team. Enter a team name and select the team leader from your org members. Then add members to the team.

Access Rules

• Admins can view everyone's briefing and book (always).
• Team leaders can view their team members' briefings and books.
• Regular users can only view their own briefing and book.
• Demo personas (from demo data) are always viewable by everyone.

Managing Members

Team leaders and admins can add or remove members from a team. Click the person-plus icon on any team card to add a member, or the X next to a member's name to remove them.