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

Related articles

• Your organisation overview
• Invite and manage users
• Configure single sign-on (SSO)
• Manage email domains

Updated on: 14/04/2026