Creating and Managing Teams

Admins can create teams within a workspace to organize users and manage access more efficiently.

Before you begin

You must have admin permissions in your workspace to create or manage teams.

Create a Team

1. Go to app.ivo.ai

2. Navigate to Settings

3. Select Workspace

4. Click Teams

5. Click + Add Team

   

Enter the following details:

• Team Name

• Description (optional)

• Members to include in the team

• Roles assigned to each member

  

Click Save Team to finish. Your team will now appear in the Teams list.

Edit a Team

1. Go to Settings → Workspace → Teams

2. Click the team name you want to update

3. Modify the team name, description, members, or roles as needed

4. Save your changes

Delete a Team

1. Go to Settings → Workspace → Teams

2. Select the checkbox next to the team you want to remove

3. Click Delete at the bottom of the page

4. Confirm the deletion when prompted

Notes

• Only admins can create, edit, or delete teams.

• Deleting a team removes the team grouping but does not delete users from the workspace.