Managing Teams

Teams allow you to organize your workspace into separate environments for different groups within your organization. Each team has its own workflows, integrations, and resources, making it easy to collaborate while keeping work organized.

What are Teams?

Teams are isolated workspaces within your organization that allow you to:

Organize by department - Create separate teams for Engineering, Sales, Marketing, etc.
Isolate resources - Each team has its own workflows, meetings, and integrations
Control access - Team members only see resources in their teams
Maintain privacy - Team data is kept separate from other teams
Share organization resources - Access organization-wide resources when needed

Teams vs. Organization

Understanding the difference between team-scoped and organization-scoped resources:

Aspect	Organization-Scoped	Team-Scoped
Visibility	All users in organization	Only team members
Resources	Shared workflows, integrations	Team-specific resources
Use Case	Company-wide tools	Department-specific work
Access	All organization members	Team members only

Creating a Team

From the Teams Page

Navigate to Settings → Teams in the sidebar
Click the Create Team button
Enter team details:
- Name: Choose a descriptive name (e.g., "Engineering", "Sales Team")
- Description: Optional description of the team's purpose
Click Create

Your new team is now created! You'll be automatically added as the first member.

Team Creation Best Practices

Use clear names - Make it obvious what the team is for
Add descriptions - Help members understand the team's purpose
Plan structure - Think about how many teams you need before creating them
Start small - Create a few key teams first, add more as needed

Managing Team Members

Adding Members to a Team

Go to Settings → Teams
Click on the team you want to manage
Click Add Member
Select users from your organization
Choose their role (Member or Admin)
Click Add

Team Roles

Admin: Can manage team settings, add/remove members, and manage resources
Member: Can create and manage resources within the team

Removing Members

Navigate to the team
Find the member in the members list
Click the Remove button next to their name
Confirm the removal

Note: Removing a member from a team doesn't delete their account or remove them from the organization.

Switching Between Teams

Using the Team Selector

The team selector appears in the top navigation bar:

Click the team dropdown in the header
Select the team you want to switch to
The page will refresh and show that team's resources

Organization View

To see organization-wide resources:

Click the team dropdown
Select Organization (or deselect the current team)
You'll now see resources shared across all teams

Dashboard Changes

When you switch teams, the dashboard shows:

Team-specific key metrics
Recent activity for that team
Quick actions scoped to the team

Creating Team-Scoped Resources

Workflows

When creating a workflow:

Click Create Workflow
The workflow will automatically be assigned to your current active team
Only team members can see and edit this workflow

To create an organization-wide workflow:

Switch to Organization view before creating

Integrations

Integrations can be scoped to teams:

Switch to the desired team
Go to Integrations
Connect a new integration
The OAuth connection is saved to the team

Why team-scoped integrations?

Different API keys per team
Separate Slack channels per team
Isolated credentials for security

Meetings

Meetings are automatically team-scoped:

Schedule a meeting while a team is active
Meeting notes and transcripts are only visible to team members
Action items created from the meeting are team-scoped

Finding Team Resources

Filtering by Team

Use the team selector to filter:

Workflows - See only workflows for the selected team
Integrations - View team-specific connections
Meetings - See team meetings only

Search

The search bar respects your current team selection:

Searching while a team is active shows results from that team
Switch to Organization view to search across all teams

Understanding Team Permissions

What Team Members Can Do

Team members can:

✅ Create workflows within the team
✅ Connect integrations for the team
✅ Schedule meetings and create entities
✅ Execute workflows within the team
✅ View team dashboard and metrics

Team members cannot:

❌ See resources from other teams
❌ Add or remove team members (unless Admin)
❌ Archive the team
❌ Access organization settings

Organization Admin vs Team Admin

Permission	Organization Admin	Team Admin	Team Member
Create teams	✅	❌	❌
Archive teams	✅	❌	❌
Manage team members	✅	✅	❌
Team settings	✅	✅	❌
Create resources	✅	✅	✅
View billing	✅	❌	❌

Team Dashboard & Metrics

Each team has its own dashboard showing:

Key Metrics

Active Workflows - Workflows created in this team
Meetings Processed - Meetings held by team members
Tasks Created - Workflow executions and action items
Integrations - Connected apps for this team

Recent Activity

Workflow executions
Meetings created
Integrations added
Team member activity

Archiving a Team

Only organization admins can archive teams. Tectra uses soft deletion - archived teams are not permanently deleted, but become inactive.

What Happens When You Archive a Team

Team becomes inactive - The team moves to the "Archive" tab
Resources are preserved - All workflows, integrations, and data remain intact
AI Assistant access disabled - Team resources won't be accessible in meetings, Slack, or other interfaces
Members remain - Users stay in the organization
Can be restored - Archived teams can be unarchived at any time

How to Archive

Go to Settings → Teams
Click on the team you want to archive
Click Archive Team
Confirm the action
The team will move to the Archive tab

Viewing Archived Teams

Go to Settings → Teams
Click the Archive tab
You'll see all archived teams

Restoring an Archived Team

Go to Settings → Teams → Archive tab
Click on the archived team
Click Restore Team
The team will return to the active Teams tab

Note: Restoring a team makes it active again, and all resources become accessible through the AI assistant and other interfaces.

Common Workflows

Setting Up Department Teams

Create teams for each department:
- Engineering
- Sales
- Marketing
- Customer Success
Add members to their respective teams
Connect team-specific integrations:
- Engineering: GitHub, Jira
- Sales: Salesforce, HubSpot
- Marketing: Mailchimp, Google Analytics
Create team-specific workflows