Teams

Group workers and people into teams that share memory and a pipeline profile.

Make a team

Open Teams. Select New team and enter a name and a short description. Owners and admins can make and change teams. Other members can read them.

Add members

Open a team and select its members. A team can hold workers and people. A worker belongs to one team at a time; moving it records the change on the worker. A person can be in several teams.

What a team shares

Team memory is visible to the team's workers. A team can have its own pipeline profile, for example its own stage owners and review rules.

Archive a team

Archive a team that you no longer use. Archiving removes its members. You can restore it later; it comes back with no members.

Checked against the product on 2026-10-22.

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Members and rolesPeople in your organization have one of five roles: owner, admin, approver, member or viewer. Admins invite people by email.
Organization settingsSettings holds the organization name, the daily budget, the time zone, autonomy, the default brain, run mode, the kill switch, WhatsApp and every organization setting.