For the complete documentation index, see llms.txt. This page is also available as Markdown.

Teams

Teams group account members, scope them to spaces, and route Human Review assignments. Open Admin → Teams.

Each team shows its Team name, Spaces, Members count, and an Actions menu.

Create a team

Select + Create Team. The dialog has two steps.

1

Set up the team

  • Team name — a label, such as Lending Ops.

  • Spaces — select Console or Control Center.

  • Members — add account members and assign their roles. Select Invite someone new to add a person to the account.

Select Continue.

2

Set agent permissions

Choose the agents the team is responsible for. These selections are recorded against the team and take effect when role-based access control ships; see the note above.

The Create Team dialog, showing team name, spaces, and member fields
Set the team name, spaces, and members.

Complete both steps. The team's agent selections aren't saved until you finish the second step.

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