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Teams and team workspaces

Create teams, add or remove people, and control who sees a team's files.

Manager or Admin

A team is a group of people in your organization who share a team workspace, a place for files only they can open. Use teams for groups that keep their own procedures, such as each clinic, site or department.

Each team appears in the sidebar under Teams, and opens that team’s workspace. You only see the teams you belong to. Admins see every team.

The Teams section at the bottom of the sidebar, listing Northside Clinic, Harborfront Clinic and Clinical Education, with a New team button
Your teams are listed at the bottom of the sidebar.

Who sees a team’s files

Section titled “Who sees a team’s files”
  • Files created in a team workspace open only for that team’s members and for Admins. Anyone else in your organization can’t open them.
  • Everything else, such as files in your own workspace, is open to everyone in your organization, as described in Roles and permissions.
  • Admins can open every team’s files, whether or not they’re members.

A team only decides who can see its files. Adding someone to a team doesn’t add them to your organization or use a seat, and removing them from a team doesn’t remove them from the organization. For that, see Remove a member from your organization.

Create a team

Section titled “Create a team”

  1. Go to Settings›Access and scroll down to Teams.

    You can also click + New team at the bottom of the sidebar.

    The Teams section of the Access tab listing three teams, each with its member count and Rename and Delete buttons, and a + New team button
    Every team, with its member count.

  2. Click + New team.

  3. Enter a name of up to 60 characters, then click Create.

    The New team window with the name Weekend Cover typed in, and Cancel and Create buttons
    Name the team, then click Create.

The team appears in the list and in the sidebar. Next, add its members.

Add people to a team

Section titled “Add people to a team”

  1. In Settings›Access›Teams, click the team’s name to open it.

  2. Type the email address of someone in your organization in Add member email.

  3. Click Add, or press Enter.

    The Northside Clinic team opened, listing five members' email addresses, each with Remove, and the Add member email box highlighted with an Add button
    Add people by email address. Each one has a Remove button.

We email each person you add to tell them they’ve joined the team. The team then appears in their sidebar.

Remove someone from a team

Section titled “Remove someone from a team”

Open the team in Settings›Access›Teams and click Remove next to their email address. They stop seeing that team’s workspace straight away. They stay in your organization, keep their seat and keep their other teams. We don’t email them.

Rename or delete a team

Section titled “Rename or delete a team”
  • Rename: click Rename on the team, type the new name, then press Enter. Press Esc to cancel.
  • Delete: click Delete, then confirm. Deleting a team removes it and its folders for everyone, and it can’t be undone. The team’s files aren’t deleted: each one goes back to the Files of the person who made it, and anyone in your organization can then open it. If some should stay private, ask the people who made them to delete them before you delete the team.
Section titled “Related”