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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 grant them access to specific agents and apps. They also route Human Review assignments. Open Admin → Teams.

The Teams list, with a Search teams field, a Create Team button, and columns for Team, Spaces, Resource Access, Members, and Actions; the Support team shows Control Center, Console and 1 agent, and Lending Ops shows Console and 2 agents
The Teams list. Resource Access counts the agents and apps each team can access.

Each team shows its Team name, Spaces, Resource Access (how many agents and apps it can access, for example 2 agents), Members count, and an Actions menu. Use Search teams to find a team.

The Actions menu has two options:

  • Edit — open the team to change its members and data permissions. See Manage an existing team.

  • Delete — delete the team.

A team row's Actions menu open, showing Edit and Delete
Each team's Actions menu.

A team's members can access the agents and apps in its Data Permissions. What each person can do with them still comes from their account-wide roles.

Manage an existing team

Select a team's row, or select Edit from its Actions menu, to open it. The dialog is titled with the team's name and has two sections.

The Lending Ops team dialog, with a Members table (Name, Role, Status, Action) above a Data Permissions table (Module, Name, Action), and a Save & close button at the bottom
A team's dialog: Members above, Data Permissions below. Changes apply when you select Save & close.

Changes you make here apply to the team only when you select Save & close.

Members

The Members table lists everyone on the team, with their team role (Admin or Member), Status (Active or Invited), and a delete action. To change someone's team role, open the Role dropdown in their row and select Member or Admin.

The Role dropdown open in a member's row, with Member checked and Admin as the other option
Change a member's team role from the Role dropdown.

A member's team role (Admin/Member) is separate from their account-wide roles (Developer, Account Admin, and so on). The team role only affects what they can do within this team; their account roles still govern everything else.

Select + Add Member to open the list of everyone on the account. Each row shows the person's name, email, and current account role. Select the + next to a person to add them.

The Add Member dropdown, listing existing account members with their name, email, and account role, plus an Invite New User option at the top
Add an existing account member, or select Invite New User to bring in someone new.

To bring in someone who isn't on the account yet, select Invite New User at the top of the list. This opens a form for their First Name, Last Name, Email, and the account-wide roles they'll hold once they accept. They're added to this team automatically when they join.

Data Permissions

The Data Permissions table lists the apps and agents the team can access, by Module (for example Agent) and Name, with a delete action.

Select + Add Permission to search the account's agents and apps and select the + next to any you want to add.

The Add Permission dropdown open above the Data Permissions table, offering the Knowledge Base Resolver agent with a + action; two agents are already listed
Search the account's agents and apps and add the ones this team needs.

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 — which products this team can operate in: select Console, Control Center, or both. This is separate from the agent and app permissions you set in step 2.

  • Members — search the account's people and check the ones to add. The count of people selected shows beside the heading. You can change members and their team roles later. Select Invite someone new to invite a person who isn't on the account yet.

Select Continue.

2

Set agent and app permissions

Choose what the team can access, in two lists:

  • Agent permissions — the specific agents to grant this team access to.

  • App permissions — the specific apps to grant this team access to.

Each list has a search field, a count such as 0 of 3 selected, and Select all and Clear. Select Create Team to finish, or Back to return to step 1.

Create Team step 1 of 2, with the Team name field set to Lending Ops, Console and Control Center buttons for Spaces with Console selected, a Members search showing 1 selected, and an Invite someone new link
Step 1: name the team, pick its spaces, and choose its members.
Create Team step 2 of 2, with an Agent permissions list of three agents (0 of 3 selected) and an App permissions list, each with search, Select all and Clear, and Back, Cancel and Create Team buttons
Step 2: grant the team access to specific agents and apps.

Complete both steps. The team's agent and app selections aren't saved until you select Create Team in the second step.

Invite someone new

Selecting Invite someone new in step 1 opens Invite New User. The person is invited to the account and added to this team once the team is created. Every field is required.

  • First Name and Last Name.

  • Email — the address they'll sign in with. See How invited people sign in.

  • Role — one or more account-wide roles, such as Viewer and Approver.

  • Team Role — Member or Admin within this team.

The Invite New User form with First Name, Last Name and Email filled, and the Role dropdown open listing Viewer, Billing Manager, Approver, Developer, Governance Manager, Auditor, Account Admin, and Organisation Admin, with Viewer and Approver checked
Select one or more account roles for the person you invite.
The Invite New User form with Viewer and Approver selected as roles and the Team Role dropdown open, showing Member checked and Admin
Set their team role as well as their account roles.

Maintained by Abhishek Paul AI-assisted, human-approved

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