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Teams

A team is how a contract type grants View or Edit to a group. Open Settings, then Teams.

  1. Choose New team.
  2. Enter a name and choose Create team.
  3. Open Actions for {name} and choose Edit to add or remove members.
  4. Choose Archive to keep the team without offering it for new contract-type access. Choose Restore to make it active again.
  5. Choose Delete to remove the team.

The dialog titles are New team and Edit team. The columns are Name, Members, and Status. Status is Active or Archived. An empty workspace says “No teams yet.”

Members counts the people on the team. Any member of this workspace can be added, including a deactivated member. A deactivated member gets no access through the team. A team can have at most 200 members.

A name is 1 to 200 characters after trimming, with no line breaks or tabs. Two teams cannot share a name, ignoring case, including an archived team. “A team with that name already exists.” means pick another name.

Archive {name}? and Delete {name}? ask you to confirm. Cancel closes either one. Deleting a team removes its member list and any contract-type access that uses it. An archived team stays in the list. Grants it already has give no access until you choose Restore. A team this type already grants access to stays on the contract type, marked Archived, until you set it back to No access.