A team is a named group of people in your organization. Instead of giving access to projects, assistants, and corpora one person at a time, you give it to a team, and everyone in the team gets it. This guide shows you how to create a team and add its first members, and explains when teams save you the most time.Why create teams?#
Share access in one step. Add a team to a project, assistant, or corpus once, and every member gets access, instead of adding each person individually.
Stay up to date automatically. When someone joins or leaves the team, their access to everything shared with the team changes with them. No one has to remember to update each resource.
Grant permissions in bulk. You can assign Permission Sets to a team, so every member gets the same capabilities.
Mirror how your organization works. Teams usually match real groups, such as departments, project squads, or regional offices, which makes access easy to understand and review.
Use cases#
Department access: Create a "Customer Support" team with all your support agents and give it access to the "Help Center" corpus and the "Support Assistant" project. A new agent added to the team gets everything they need at once, and someone who moves to another department loses it all when you remove them.Cross-functional projects: Create a "Product Launch 2026" team for the people from different departments working on the same assistants, so they share access for as long as the project runs.Content maintainers: Create a "Knowledge Base Editors" team with the Admin role on the corpora they maintain, so they can keep content up to date without broader access.To give access to just one or two people, add them to the project, assistant, or corpus directly instead.Only Global Admins and Application Admins of the organization can create teams.
1. Open Organization settings#
At the bottom of the sidebar, click your name, then click Organization settings.2. Open the Teams tab and click Add Team#
Under Users & Teams, click the Teams tab. It lists every team in your organization, with its owner, creation date, and Permission Sets. Click Add Team at the top right.3. Name the team and add members#
Enter a Team Name. To add members now, click Add User, choose one or more people under Select Users, pick a Role (Admin or Member), and click Add. You can search the list or use Select All.Member is the default role. Choose Admin for people who should manage the team. For details, see Teams Overview. 4. Create the team#
Check the people listed under Access Control, then click Create Team. You become the team's Owner automatically.5. Find your new team#
The message Team added successfully! appears, and the new team is listed on the Teams tab.Next, share projects, assistants, or corpora with your team so its members can use them. To change members or roles later, see Edit a Team. FAQs#
Can a person belong to more than one team?#
Yes. Their access adds up across all their teams and anything shared with them directly. If they have access to something in more than one way, they get the highest level.Can I add or remove members later?#
Yes. Open the team's settings to add people, remove them, or change their roles. See Edit a Team.Do members get access to a corpus as soon as it's shared with the team?#
Not on their own. Each member also needs a Permission Set that allows that action on corpora shared with their teams, and a team with the Member role can only view the corpus. See Corpus Permissions. 