Manage teams

Before you Start

🛈 This feature is considered stable for production use. For any feedback or issues, please use bug reports and feature requests.

👥 This feature is available to all users.

Use teams to control which collaborators can access a project and what they can do in it. Team management is available from the Teams section of an organization or personal space page.

See also project sharing and visibility.

1. Define role-based access control

Teams define role-based access control for projects. Project roles (READ, WRITE, ADMIN) are defined by creating teams.

This allows project administrators to manage users through shared project roles for groups of users, rather than defining project roles at the individual level.

2. Teams page overview

When you open the teams management view for an organization or personal space, you first access the Teams page. This page lists the teams defined for the selected organization or personal space (for example, MyTeam).

The Teams page typically includes:

  • an action to create a team

  • a table of teams

  • pagination controls

The teams table usually contains:

  • the team name

  • the number of members (for example, 10 members)

  • available Actions

Select a team from this list to open its dedicated team page.

3. Team page overview

When a team is selected (for example, MyTeam), the team page shows two main sections:

  • Team Members

  • Access Rules

The page also provides actions to add members and create project access rules.

4. Team Members

The Team Members section lets you manage the members of the selected team.

Typical elements in this section include:

  • an Add members action

  • a members table

  • an Actions column for member operations

When the team has no members yet, the table may display No records to display.

4.1. Add team members

To add a member to a team:

  1. Open the target team from the Teams page.

  2. In the Team Members section, click Add members.

  3. Enter the user to add.

  4. Confirm the action.

4.2. Remove team members

To remove a member from a team:

  1. Open the target team from the Teams page.

  2. In the Team Members table, locate the member.

  3. Use the corresponding action in the Actions column.

5. Access Rules

The section typically includes:

  • an action to create a project access rule

  • an Access level selector

  • a project selection table

  • an Actions column for existing rules

When no rule exists yet, the table may display No records to display.

5.1. Create a project access rule

To create a project access rule:

  1. Open the target team from the Teams page.

  2. In the Access Rules section, click Create New Project Access Rule.

  3. Choose the Access level.

  4. Confirm the action.

The available access levels are displayed in the UI (READ, WRITE, ADMIN). In some UI elements, these levels may be labeled Viewer (READ), Contributor (WRITE), and Administrator (ADMIN). See Access levels reference for details.

6. Access levels reference

6.1. Adjust team access level

As a user with sufficient rights, you can update the access level of a team or a project access rule.

  1. Open the organization or personal space page.

  2. Click the Teams section.

  3. Open the target team from the list.

  4. Set the Access level.

There are three levels to choose from:

  • READ (read-only): members can only see models and representations in the project, but cannot make changes.

  • WRITE (edit): members can see, create, and edit models and representations in the project.

  • ADMIN: members can see, create, and edit models and representations in the project and manage project/team-related settings according to their granted permissions.

This setting defines the level of access each user or team has in a project. If a user belongs to multiple teams, the highest access level applies.

Public Project

Private Project

View

Edit

Manage

Own

View

Edit

Manage

Own

Everyone

x

Project Role

READ

x

x

WRITE

x

x

x

x

ADMIN

x

x

x

x

x

x

Owner

x

x

x

x

x

x

x

x

7. Create a team

When you create a new team, define its name.

To create a new team:

  1. Open the organization or personal space page.

  2. Click the Teams section.

  3. Click Create New Team.

  4. Set the team name.

  5. Click Create team.

8. Delete a team

To delete a team:

  1. Open the organization or personal space page.

  2. Click the Teams section.

  3. Click the Delete action in the team’s list.