Workspace setup

Teams

Create a dedicated area for collaboration with specific workspace members.

Teams are a way to neatly organize and find files related to different things, such as projects, teams, or specific topics. For example, you can have a team for your next product launch, another for training content, and yet another for product demonstrations (limits apply depending on subscription plan). Admins in the Workspace can create teams, change the team name, invite others to join, share work, and make folders to keep things organized inside that space. It's a handy way to keep things tidy and find what you need!

The availability to create Teams will depend on your Workspace subscription plan.

  • Starter: One all-workspace team

  • Professional: One all-workspace team

  • Organization: Unlimited teams (per Workspace)

    • For more information on how to set up teams with an Organization subscription, go here

👋 An All-Workspace team is provided in every workspace

All workspaces (no matter the plan) will have one automatically created team called All [Workspace Name]. Everyone in the Workspace is a member of this team, and members cannot be added or removed. This team is a great place to store files that everybody needs access to.

Who can manage a Team?

Only workspace Admin can create new teams, invite members to the team, and manage visibility settings.

Team access and visibility

When you create a new team, you will need to give it a name and set the visibility. There are two visibility types to choose from: Public and Private. This visibility setting will define who can view and join a team in your workspace.

Public teams

Visibility: Everyone within your organization can see the "public" team listed, join it, and see all of the files and folders inside.

Permissions: Members who choose to join a public team will be granted the same user roles as defined by their role in the workspace. For example, if someone is an Editor in the workspace, they will also be an Editor in a team.

Good for: Companies that aim for high collaboration. Designers benefit from having visibility of other teams' work because it can promote cross-functional collaboration and design consistency across projects.

Private teams

Visibility: No one can see that a "private" team exists in the workspace, unless they are the Admin or have been invited to join.

Permissions: Members who are invited to join a private team will be granted the same user roles as defined by their role in the workspace. For example, if someone is an Editor in the workspace, they will also be an Editor in a team.

Good for: Situations where work needs to remain top secret and inaccessible to the rest of the workspace. A private team is good to create for work that is not yet ready to be org-wide knowledge.

Join / leave / invite

Admins can add users to teams under Settings > Teams > Team Settings. Members can join and leave teams on their own, by navigating to Settings > Teams, selecting the team name, clicking the ··· and selecting to join or leave the team. To join a private team, members must be invited by an Admin.

Search…

Search…