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# Set up teams


# Set up teams

Teams let's you group people together at a site so they can receive work, handle approvals, and collaborate. For example, you might create a "Facilities" team to manage tickets or a "Front Desk" team for visitor approvals.

## Before you start

* You need to be a site administrator at the site where you want to create the team.
* Navigate to the site first using the site selector if you manage more than one site.

## Create a team

1. **Open** the **Teams** page from the left-hand menu under **Site Configuration**.

2. **Click** **Create Team**.

3. **Enter** a name for the team (for example, "ACME Facilities") and an optional description.

4. **Leave** the **Shared** toggle off for now. You can share the team with other organisations later once you are happy with the setup.

5. **Save** the team. You are automatically added as the first member with the **lead** role.

## Add members to a team

1. **Open** the team you just created and click **Add Member**.

2. **Search** for a person by name or email and select them. They are added with the default **member** role.

3. **Promote** someone to **lead** if they need to manage the team alongside you. Leads can add and remove members and change team settings.

## Set member permissions

1. **Click** a member's row to see their permission options.

2. **Toggle** **Can comment externally** on if the member needs to reply to reporters on tickets. Leads have this permission by default.

## Share a team with another organisation

Sharing makes your team visible to the site owner (or landlord), so they can route work to your team when needed.

1. **Open** the team detail page.

2. **Toggle** the **Shared** switch on.

3. The team is now visible to other organisations at this site. They can see it and route work to it, but they cannot edit it -- only you can manage your own team.

## Things to keep in mind

| Situation | What happens |
| ---- |
| Team name already taken | Team names must be unique at each site. Choose a different name. |
| Removing the last lead | Not allowed. Every team must have at least one lead. Promote another member first. |
| Deleting a team used for booking approvals | The team cannot be deleted while it is linked to a booking approval rule. Update the approval rule first. |
| Non-lead members | They can see the team and its members, but cannot add or remove people or change settings. |


### Related articles

* [Your organisation overview](organisation--organisation-overview.md)
* [Invite and manage users](organisation--invite-and-manage-users.md)
* [Configure single sign-on (SSO)](organisation--configure-sso.md)
* [Manage email domains](organisation--manage-email-domains.md)