---
title: Teams
id: settings.teams
description: "Group members into teams under a manager, each with a page, a members card and an audit history."
lastUpdated: 2026-10-24
order: 60
---

## What it does

Use teams to group your members, each team under a manager. Teams lists every team in your organisation.

| Column | What it shows |
| --- | --- |
| Name | The team's name |
| Manager | The member who manages the team, if any |
| Created At, Created By | When the team was made, and who made it |
| Updated At, Updated By | When it last changed, and who changed it |

- Updated At and Updated By start hidden. Turn them on from Columns and Sort.
- Create Team opens a form with a Name and a Manager. The Manager is one of the organisation's members, or the No manager option.
- A team's page repeats those details and adds a Members card. The header has Edit, and a More Actions menu with View Audit History, View Bulk Activity and Delete.
- Hover over the manager on a team's page to see their card.
- Add Members opens a panel listing everyone not already in the team, with a checkbox each and a count of how many you have ticked.
- Selecting a member's row opens their member page.
- On the Members card, ticked rows bring up a bar at the top of the list, which offers Remove from Team. [Work boards and tasks](/docs/boards/overview.md) covers ticking rows.
- Removing someone from a team does not remove them from the organisation.

Tick rows to delete several teams at once, as [Bulk actions on settings lists](/docs/settings/bulk-actions.md) describes. The Actions menu holds Import and Export, which [Importing and exporting taxes, units and teams](/docs/settings/import-export.md) covers.

The view list at the left of the list's toolbar holds your saved views under Yours. Views shared with everyone in your organisation are under Shared, with a people icon. On this list, a saved view keeps the search, sort and columns it was saved with. [Work boards and tasks](/docs/boards/overview.md) covers saved views and selecting rows.

## Before you start

- Reading the list is open to every member. Create Team and Delete need administrator or above.
- An administrator can edit any team. A team's manager can edit it once their organisation role reaches team leader.
- A team's Name can be up to 100 characters.
- A team's name can't match another team's name, even where only the capitals differ.
- Deleting a team asks you to confirm first. You cannot undo it.
- You can keep up to 50 saved views of your own on each list.
- Create and Save stay at the top of the page, and leaving with unsaved changes opens Discard Changes, as [Creating a contact](/docs/contacts/create.md) describes.
- Save keeps changes someone else made to other fields while you edited. Where you both changed one field, Lucrii asks which to keep. [See who else is on a record](/docs/account/who-else-is-on-a-record.md) says more.

## How to use it

1. Open Settings, then Teams under Organisation.
2. Select Create Team.
3. Enter a Name, and pick a Manager if you have one in mind.
4. Select Create.
5. On the team's page, select Add Members, tick the people to add, and select Add.

To save a view of your own:

1. Search, sort and choose the columns the way you want them.
2. Open the view list at the left of the toolbar, then select Save As New View.
3. Enter a name for the view and select Save.

## Troubleshooting

A manager sees their team without an Edit button. A plain member can be made manager, and a manager below team leader sees the team without an Edit button.

Create Team says "The team was saved, but its manager could not be added to its members. Add them on the team's page." It offers Open Team, which goes to the saved team. Select Add Members there to add the manager.

## Related

- [Members and invitations](/docs/settings/members.md): See everyone in your organisation, invite people with a role, reassign roles and revoke access.
- [General organisation settings](/docs/settings/organisation-general.md): Set your organisation's name, logo, currency, region and business type, and switch Hermes, achievements and quests.
- [Audit history on a record](/docs/account/audit-history.md): Read a record's audit page to see who changed what and when, with values before and after.
- [Bulk actions on settings lists](/docs/settings/bulk-actions.md): Tick several taxes, units, teams, members or invitations, then delete, remove, reassign or resend them together.
- [Importing and exporting taxes, units and teams](/docs/settings/import-export.md): Export your taxes, units or teams as a CSV file, and import one to create or update them.

## Changes

- [A team manager's card](/changelog/2026-10-23#2026-10-23-a-team-managers-card) - 2026-10-23
- [Create and Save at the top of each record's form](/changelog/2026-10-23#2026-10-23-save-bar-and-leaving-a-form) - 2026-10-23
- [Saving beside other people](/changelog/2026-10-23#2026-10-23-saving-beside-other-people) - 2026-10-23
- [Bulk actions on settings lists](/changelog/2026-10-16#2026-10-16-bulk-actions-on-settings-lists) - 2026-10-16
- [Bulk Activity for one record](/changelog/2026-10-16#2026-10-16-bulk-activity-for-one-record) - 2026-10-16
- [Confirming a delete](/changelog/2026-10-16#2026-10-16-confirming-a-delete) - 2026-10-16
- [Field lengths and tag limits](/changelog/2026-10-16#2026-10-16-field-lengths-and-tag-limits) - 2026-10-16
- [Importing and exporting taxes, units and teams](/changelog/2026-10-16#2026-10-16-importing-and-exporting-taxes-units-and-teams) - 2026-10-16
- [Lists open where you left them](/changelog/2026-10-16#2026-10-16-lists-open-where-you-left-them) - 2026-10-16
- [Opening a team saved without its manager](/changelog/2026-10-16#2026-10-16-opening-a-team-saved-without-its-manager) - 2026-10-16
- [Saved views](/changelog/2026-10-16#2026-10-16-saved-views) - 2026-10-16
- [Search, filters, columns and sort](/changelog/2026-10-16#2026-10-16-search-filters-columns-and-sort) - 2026-10-16
- [Tags, option names and team names](/changelog/2026-10-16#2026-10-16-tags-options-and-team-names) - 2026-10-16
- [Help pages for every feature](/changelog/2026-09-30#2026-09-30-help-pages-for-every-feature) - 2026-09-30
- [Reassigning roles on the Members page](/changelog/2026-09-30#2026-09-30-members-and-invitations) - 2026-09-30