Managing Teams

Teams help organize members into groups for collaboration and permissions. Studies are often assigned to teams, and team mentions allow tagging entire groups.

Required Role

Team management requires Organization Admin (org_admin) role.

Accessing Team Management

1. Go to Organization in the sidebar
2. Click the Teams tab
3. View the list of teams in your organization

Understanding Teams

Teams serve several purposes:

• Study assignment - Studies can be assigned to teams
• Collaboration - Team members work together
• Mentions - Tag entire teams in notes
• Organization - Group related members together

Team Types

Type	Description
Standard Team	Regular team for study assignments
Ancillary Team	Support team that doesn't appear in main team selections

Viewing Teams

Each team card displays:

• Team name
• Team type (if ancillary)
• Member count
• Actions (edit, delete)

Creating a Team

1. Click Add Team or the add button
2. Enter team details:
   • Team name - Descriptive name for the team
   • Team type - Standard or Ancillary
3. Save the team
4. The new team appears in the list

Editing a Team

Changing Team Name

1. Find the team in the list
2. Click Edit
3. Modify the team name
4. Save changes

Managing Team Members

1. Click to expand team details
2. View current members
3. Add members from the organization's user list
4. Remove members as needed
5. Save changes

Editing Team Properties

1. Access team editing
2. Modify settings:
   • Name
   • Is Ancillary flag
3. Save changes

Managing Team Tags

Teams can have tags for organization:

1. Edit the team
2. Add or modify tags
3. Tags help categorize and find teams

Deleting a Team

1. Find the team in the list
2. Click the Delete action
3. Confirm the deletion
4. The team is removed

WARNING

Deleting a team affects all studies assigned to it. Ensure studies are reassigned first.

Team Members

Adding Members to a Team

1. Edit the team
2. Find the members section
3. Select users to add
4. Save changes

Removing Members from a Team

1. Edit the team
2. Find the member to remove
3. Click remove next to their name
4. Save changes

Ancillary Teams

Ancillary teams are special support teams:

• Don't appear in main team selection dropdowns
• Used for support staff or administrative groups
• Can still be mentioned and assigned
• Members have ancillary_team_collaborator role

Team Usage

Teams are used throughout Study Hub:

In Studies

• Studies are assigned to a team
• Team members can access assigned studies
• Team appears on study cards and details

In Notes

• Mention entire teams with team mentions
• All team members see the mention in their Inbox
• Team mentions appear under "Team" in the Inbox

Best Practices

• Use descriptive names - Make team purpose clear
• Keep teams focused - Don't make teams too large
• Review membership - Keep team lists current
• Use ancillary wisely - Reserve for true support roles
• Document team purposes - Help users understand team functions