Team Management Features
Tools for organizing teams, managing members, and defining roles
Team Management Tools
Organize your workforce into teams, manage member roles and permissions, and streamline onboarding with invitation workflows.
Teams
- • Create and organize teams
- • Assign team leaders
- • Link teams to products and OKRs
- • Track team structure
Members
- • Manage member profiles
- • Assign roles and permissions
- • View member activity
- • Deactivate/reactivate members
Invitations
- • Email invitation workflows
- • Role-based onboarding
- • Secure activation links
- • Team assignment on invite
Feature Overview
Teams
Group members into teams for organized collaboration
Members & Invitations
Manage members, assign roles, and invite new team members
Getting Started
For Admins
- 1. Create teams for your organization
- 2. Invite members with appropriate roles
- 3. Assign members to teams
- 4. Designate team leaders
For Team Members
- 1. Accept your invitation email
- 2. Set up your profile
- 3. Explore your team and products
- 4. Start collaborating on OKRs