Manage Organizations and Teams

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.

Invite users to your organization

1. Open Organization in the left menu and select Invitations.
2. Select Invite Teammates, enter the email addresses, choose the team and role for the invitation, and add an optional message.
3. Select Send invitations. Your invitees receive an email with a link to join your GrowthLoop organization. To resend an invitation, select Resend next to it.

View teams and create a team

1. Open Organization in the left menu and 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 to a team manages membership only. Assign or change roles for each team separately in the Users tab. See Role Management & Permissions for how roles grant permissions in the active team.

Add or remove team members

1. Open Organization and 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.

   

Navigating Orgs 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.