How to invite others to a team
Inviting others to a team is a great idea. In teams, you can collaborate on visualizations with your teammates, and share workflows. Please note that all members will have access to the shared chart archive, and are able to edit each other's charts. Only invite people you trust to your team.
To invite others to a team, you need to be a Workspace manager or admin, or a team manager. If you can't find the settings shown in this guide, you're probably a workspace member. Ask a team manager, workspace manager or workspace admin to change your role.
How to invite others to a team
To invite others to a team, first navigate to your workspace settings, via the menu at the top right of your dashboard, and scroll down to the Teams section on the left.
Then select the team you want to invite people to from the list, and click on Members, and then on the Add members to team button.
In the pop up that opens, you can either search and add existing workspace members:
Or invite external users who are not already in your workspace, via email:
You can invite multiple people by entering their email addresses separated by a comma. Adding an external user will also add them to your workspace - you can choose whether to add them as a member or a manager. They will receive an email to set up their account, and then you can start collaborating!
Changing user roles
As a team or workspace manager or admin, you can change team members' role. To do so, click on Change permissions, and toggle Team manager on or off.
No matter their role, team members will be able to create, view and edit all your team charts, no matter when someone has created them. They will also be able to change your team folder structure, e.g. create new folders, rename old ones and move charts.
How to remove others from a team
If you want to remove people from a team (for example, because they left your organization), simply click on Remove in the list of members on the Members page:
Adding or removing team members from the workspace settings
If you're a workspace manager or admin, you also have the possibility of adding or removing workspace members to one or several team. To do so, select one or several members, click on Manage memberships, and select the teams they should be added to:
And that's it! You learned how to invite others to a team and how to remove them. Learn more about how to work with teams here.