Manage Teams

Teams let you organize members within your organization into functional groups - by department, specialty, or project. Team members can be assigned different roles within each team.

Accessing teams

Click Teams in the sidebar navigation within your organization. You'll see your teams displayed as color-coded cards with a search bar and a Create Team button.

Creating a team

1. Click Create Team

Click the + Create Team button at the top-right of the page.

2. Fill in team details

The Create Team dialog lets you configure:

• Team Name (required) - e.g., "Cardiology", "Emergency Medicine"
• Description - What the team does
• Team Color - Choose from 10 preset colors for the team avatar

3. Save

Click Create Team to add the team. It will appear as a card on the Teams page.

Team detail page

Click a team card to open its detail page, where you can manage members, edit the team, or delete it.

Managing team members

In the team detail page:

• Add Member - Click the Add Member button and select an organization member
• Change Role - Use the role dropdown to assign a role:

Role	Permissions
Lead	Full team management
Member	Standard team member
Viewer	Read-only access

• Remove Member - Click the three-dot menu and select Remove from Team

Editing a team

On the team detail page, click Edit Team to modify the name, description, or color.

Deleting a team

Click the Delete button on the team detail page. This removes the team but does not remove members from the organization.