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Teams

Build the team hierarchy — create teams, add members, designate leads.

The teams page builds the organizational shape of your workspace — not who has access (that's permissions), but how people are grouped.

Layout

  • Left pane — the team tree. Top-level teams and their nested sub-teams.
  • Right pane — detail of the selected team: members, lead, child teams, settings.

Common tasks

  1. Create a team — give it a name and an optional parent team.
  2. Add members — search and add existing org members to the team.
  3. Designate a lead — flag one member as the team lead. Some reports and visibility rules use this.
  4. Edit or delete a team. Members aren't removed when a team is deleted; they just lose the team association.

Tips

  • Teams are how reporting and visibility roll up. If your reports look flat, the team structure is probably also flat — group sub-teams under their parent.
  • A member can belong to more than one team. Don't over-think it.

Related

Last reviewed