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 Workspace 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 Teams list under Workspace

4. Click Teams

5. Click + Add Team

   

Enter the following details:

• Team Name

• Description (optional)

• Members to include in the team

• Team Owners

• 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

Team Owners

Admins can assign a Team Owner to any team from Settings → Workspace → Teams. Team Owners have limited management capabilities for their own team without needing full admin permissions.

What Team Owners can do:

• Rename the team

• Update the team description

• Add or remove members

• View analytics for their team, including room and playbook analytics

What Team Owners cannot do:

• Assign or change Team Owners

• Change member roles

Notes:

• Only admins can assign Team Owners.

• A Team Owner must already be a member of the team. If a Team Owner is removed from the team’s member list, they are automatically removed as Team Owner. Adding them back does not restore their Team Owner status.

• Team Owner is not a workspace role — it is a team-level designation. It will appear in the users page for reference.