Creating a team

Teams allow you to organize members, control access, and collaborate efficiently within the Anlytic platform. This section explains team roles and how to create, manage, and update teams.

Team roles

Users added to the workspace can be assigned different roles, each defining what they can view, access, and manage within the workspace and its teams. The available roles include:

Guest: Guests have access to the workspace and can view content shared with them. They can also be added to teams by managers, but they cannot create or edit dashboards or visualizations.

User: Users have access to the workspace and can be added to teams by managers. They can interact with shared content according to the permissions assigned within each team but cannot manage workspace settings.

Manager: Managers can add or remove users from the workspace. They can also create teams, assign roles, and manage team membership and settings.

Admin: Admins have full access to all teams, users, and workspace resources. They can manage workspace settings, user permissions, and all shared content within the platform.

How to create a team?

Follow the steps below to create a new team:

1. Click the workspace name in the left-hand sidebar and select Settings from the menu.
2. In the sidebar, select New team.
3. Enter a team name and choose a team icon.
4. Click Add to create the team.

Inviting users to a team

Once your team is created, you can invite workspace members to join the team:

1. In Settings, select the team name.
2. Two tabs will appear: General and Users. Select Users to open the team user list.
3. Click Add users in the top-right corner.
4. Enter the user’s email address, then choose a role (Owner, Maintainer, Editor, or Guest).
5. Click Add to add the user to the team.

Removing a user from a team

To remove a user who no longer needs team access:

1. Go to Settings, select the team name, and open the Users tab.
2. Click the ⫶ options menu next to the user’s name.
3. Select Delete, then confirm the action by clicking Delete again.

Editing or archiving a team

You can update team details or archive a team that is no longer active.

Editing a team

1. Open Settings and select the team name.
2. Go to the General tab to update the team name or icon.

Archiving a team

1. In the same General tab, select Archive team.
2. Click Save to confirm.
   The team will be moved to the archived list.

Reactivating or deleting a team

Archived teams can be restored or permanently deleted.

1. In Settings, open the Teams section.
2. Select the Archived teams tab.
3. Click the ⫶ menu next to the archived team.
4. Choose Reactivate to restore the team or Delete to permanently remove it.

Now that your team is set up, you can begin creating and sharing visualizations.
The next section will guide you through creating your first graph.