Team Management

Teams help organize users into logical groups for assignment, filtering, and collaboration. Use teams to match your organizational structure.

What Are Teams?

Teams are groups of users within your organization:

• Organize users by department, function, or project
• Assign tasks and workflows to teams
• Filter views by team
• Set team-specific permissions

Accessing Team Settings

Viewing Teams

Team List

The team list shows:

• Team name
• Member count
• Team description
• Created date

Team Details

Click a team to see:

• All team members
• Team settings
• Assigned items

Creating a Team

Team Name Guidelines

Good team names are:

• Descriptive and clear
• Consistent with company terminology
• Not too long (under 30 characters)

Examples:

• Security Team
• Compliance Operations
• IT Controls
• Finance Audit
• Privacy Team

Managing Team Members

Adding Members

Removing Members

Team Leads

Designate team leads for:

• Default assignment recipients
• Team notifications
• Management responsibility

To set a team lead:

1. Open team details
2. Click member's options menu
3. Select "Make Team Lead"

Editing Teams

Changing Team Name

1. Open team details
2. Click the team name
3. Enter new name
4. Save changes

Updating Description

1. Open team details
2. Click description field
3. Update text
4. Save changes

Deleting Teams

Before Deleting

Consider:

• Items assigned to team will become unassigned
• Members are not affected (stay in organization)
• Historical assignments are preserved in logs

Deleting a Team

Using Teams

Assigning to Teams

When creating or editing items:

• Tasks can be assigned to teams
• Workflows can be owned by teams
• Documents can be managed by teams

Filtering by Team

Use team filters to:

• View only your team's gaps
• See team task assignments
• Track team progress

Team Dashboards

Admins can view team-specific metrics:

• Team compliance progress
• Team task completion rate
• Team workload distribution

Team Structure Examples

By Department

Organization
├── Security Team
├── Compliance Team
├── IT Team
├── Legal Team
└── Finance Team

By Framework

Organization
├── SOC 2 Team
├── ISO 27001 Team
├── HIPAA Team
└── PCI DSS Team

By Function

Organization
├── Policy Owners
├── Control Implementers
├── Auditors
├── Reviewers
└── Approvers

Hybrid Approach

Organization
├── Security Operations
│   └── (handles technical controls)
├── Policy Team
│   └── (handles documentation)
├── Compliance Lead
│   └── (handles frameworks)
└── Executive Sponsors
    └── (oversight and approval)

Best Practices

Team Size

• Keep teams focused (5-15 members ideal)
• Avoid teams that are too large
• Create sub-teams if needed

Clear Purpose

Each team should have:

• Defined responsibility
• Clear scope
• Documented in description

Avoid Overlap

• Users can be in multiple teams
• But minimize excessive overlap
• Clear primary team helps

Regular Review

• Quarterly: Review team membership
• As needed: Update as org changes
• Remove inactive teams

Team Permissions

What Teams Control

What Teams Don't Control

Common Questions

Can users be in multiple teams?

Yes. Users can belong to any number of teams. They'll see items assigned to any of their teams.

What happens when I delete a team?

Items assigned to that team become unassigned. Team members remain in the organization.

Can teams have sub-teams?

Not directly in the current version. Create separate teams and use naming conventions (e.g., "Security - Operations", "Security - Policy").

Who can manage teams?

Organization admins can create, edit, and delete teams.

Can I import teams?

Contact support for bulk team creation from CSV or directory sync.

Next Steps

• Members - Manage individual users
• Invitations - Add new team members
• Organization - Organization-wide settings