Creating a team

Team roles

Owner- As the creator of a team, you are automatically assigned as the Owner. You can change this in the team management tab within the team environment. The team Owner can add users to the team and has the ability to archive the team.

Maintainer-Users with Maintainer status have the rights to add users to the team, remove users, and modify their status.

Editor- Users with Editor status can access a personal workspace and share their work with other team users in the team environment.

Guest- Users with Guest status can view the created dashboards in the Team environment but do not have the rights to create data visualizations.

How to create a team?

1. To create a new team, click on the name of the workspace on top of the left-hand sidebar. An option menu will appear with the name of the workspaces, settings, admin and log out options. Click on settings.

2. Click on new team from the sidebar. Give a name to your team and choose an icon. Click on add to create team.

Invite user to a team

1. Go to settings, click on the name of the team you want to add an user to.Two options will appear, general and users. Click on users, a users overview will appear. Click on add users from the top right hand corner of the user overview.

2. Input the email of the user to invite them either as owner, maintainer, editor or a guest. Click on add to add user to the team.

Remove user from a team

1. From the settings page, Click on the name of the team you want to remove the user from. Two options will appear, general and users Click on users, an user overview will appear.

2. Click on ⫶ on the name of the user. Delete option will appear. Click on delete to remove user from the team. Click on delete to confirm your choice.

Editing and archiving a team

1. From the settings page, click on the name of the team you want to edit. Two options will appear, general and users. Click on General. The edit team option will appear where you can change the team name, team icon, or archive a team.

1. Select archive team. Click on save, team is archived and added to the archived list.

Reactivate or Delete a team

1. From the settings page, Click on Teams to open teams overview option. Click on Archived teams tab from the teams overview page.

2. Click on ⫶ on the name of the team. Reactivate or delete option will appear.

3. Click on Reactivate to restore the team or click on Delete to delete the team.

Now that we have created a team, let's create your first graph. In the next page we will walk you through how you can create your first graph.