In this article, you'll learn how to manage Teams in GrowthLoop. There are a few key concepts to understand in the GrowthLoop before we get started.

• Organizations: Organizations are the top-level entity in GrowthLoop. Usually, a company has one organization. An organization can have multiple Source Connections and teams.
• Teams: Teams group people who collaborate, such as members of a division or working group. Teams can have their own datasets, dataset groups, and destinations. Team membership controls which people belong to a team; role assignments control what each person can do in that team.

Prerequisites

Use a role with permission for the action you want to take. In the standard configuration, Owners can create teams and send invitations; Admins and Owners can add or remove team members and manage other users' roles. These permissions come from your active team.

For invitations, follow Invite and manage team members.

View teams and create a team

1. Open the profile dropdown in the header and select Organization, then select Teams to view the teams in your organization.
2. Select Create Team, enter a team name, and choose any users and source connections to include.

Adding users gives them team membership with initial roles. Review or change those roles in Users after saving. See Role management and permissions for how roles grant permissions in the active team.

Add or remove team members

1. Open the profile dropdown in the header and select Organization, then select Teams. Select the team you want to manage to open its details.

2. In Users, select the multiselect field. Choose users to add, or clear selected users to remove them from the team.

3. Save your changes. This updates membership in the selected team only. It does not remove users from the organization or change their roles on other teams.

   

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Note

You cannot remove a user from their last team. Add them to another team first, or use the Activate toggle in Users to deactivate their access. Your own membership changes must also preserve your Owner or role-management access.

Switch organizations and teams

• Use the team switcher in the left menu rail to change your active team.
• You can only view the organizations and teams you belong to.
• Your active team determines which team's permissions apply to your work. Roles assigned on other teams do not grant permissions in the active team.

When team-specific roles are enabled, role labels appear beside teams in the switcher and in the organization views. A teammate can have different roles on different teams, or multiple roles on the same team. If you see a single Role dropdown in Users, contact [email protected] for help with team-role availability.

You're all set! Continue to Role management and permissions to review team access. For help, contact [email protected].