Teams

Documentation Index

Fetch the complete documentation index at: https://docs.emberqa.com/llms.txt

Use this file to discover all available pages before exploring further.

Use the Teams tab in Account Settings to organize users into a team hierarchy and control team-level permissions.

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Organize Team Access

The Teams view is a tree structure. Use it to control who users can see, which app pages they can access, and where users sit in the hierarchy. Team permissions control whether users can see only their own data or broader team data.

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Create a Team

1. Open Account Settings and go to the Teams tab
2. Click Create Team (or the Add team icon on a parent team)
3. Enter Team Name
4. Choose the Managing Team (parent)
5. Select permissions for that team
6. Click Create

The Team Lead permission allows users on that team to view other users’ data within their permitted scope. When Team Lead is not enabled, users generally see only their own agent data.

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Edit a Team

1. Click the Edit icon on a team
2. Update the team name, parent, or permissions
3. Click Save

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Add or Remove Users on a Team

1. Click the View users icon on a team
2. Click Add Existing User to assign someone to the team
3. Select a user from the dropdown
4. To remove someone, click the delete icon beside their name and confirm

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Delete a Team

1. Click the Delete icon on the team
2. Confirm deletion
3. If users are assigned, confirm the second prompt to remove assignments and complete deletion