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Version: v2 (current)

Team Management

Teams are working groups within a department. Grouping employees into teams allows for structuring the organization and managing data access.

Why use Teams?

Teams allow you to:

  • Group Developers — unite employees by function (Backend, Frontend, Mobile, QA)
  • Structure Department — each team belongs to a department
  • Assign Roles — specify employee role within the team

Creating a Team

  1. Go to Organization → Teams
  2. Click Create Team
  3. Fill in the data:
FieldDescription
Team nameName of the team
DescriptionBrief description (optional)
  1. Click Create Team

:::info Department Assignment The created team automatically belongs to the current department you are viewing. :::

Role Management

Roles are labels denoting an employee's function in a team (e.g., "Team Lead", "Developer", "QA"). Roles do not affect access rights.

Creating a Role

  1. Go to Teams → Roles
  2. Click Create Role
  3. Enter role name and description
  4. Click Create Role

Adding Members

Employees are distributed into teams via the Employees without a team page:

  1. Go to Organization → Teams → Employees without a team
  2. The list of employees without a team is visible on the right
  3. Drag and drop an employee onto the desired team
  4. In the dialog that appears, select a role in the team
  5. Click Confirm

:::note One team per employee An employee can belong to only one team. When moving to another team, the employee leaves the current one. :::

Deleting a Team

  1. Go to Organization → Teams
  2. Check the team checkbox
  3. In the bottom panel, click Delete
  4. Confirm action

:::warning Deleting a Team Employees are not removed from the organization — they are moved to the "Employees without a team" list. :::