Ejento AI
Guides
QuickstartRecipesREST APIsRelease NotesFAQs
Guides
QuickstartRecipesREST APIsRelease NotesFAQs
Ejento AI
  1. Guides
  • Basic Operations
    • Features
      • Organization → Projects → Assistants → Teams Hierarchy
    • Guides
      • Login/Signup
  • Assistants
    • Overview
    • Features
      • Assistant Access Control
      • Assistant Evaluation
      • Evaluation Metrics
      • URL-based Chat Thread Creation and Prepopulation
      • Reasoning Patterns
      • Staging & Publishing
    • Guides
      • Add Assistant
      • Evaluate Assistant
      • Edit Assistant
      • Assistant Edit Access
      • Embed Assistant
      • Delete Assistant
      • Add Favourite Assistants
      • View Assistant Id
      • Voice Calling with Assistants
  • Corpus
    • Overview
    • Features
      • Corpus Permissions
      • PII Redaction
      • ETag Setup for Corpus Incremental Refresh
    • Guides
      • Assistant Corpus Setup
      • Assistant Corpus Settings
      • Corpus Access Control
      • Corpus Connections
      • View Corpus Id
      • View Document Id
      • Tagging
        • Corpus tagging
        • Document tagging
  • Teams
    • Overview
    • Guides
      • Add a Team
      • Edit a Team
      • Delete a Team
      • View Team Id
  • Projects
    • Overview
    • Guides
      • Add a Project
      • Edit a Project
      • Managing Assistants in a Project
      • Delete a Project
      • View Project Id
  • User Settings
    • Overview
    • Features
      • Ejento AI User Access Levels
    • Guides
      • Add new user
      • Invite Users via Link or Email
      • View my User Id
  • API Keys
    • Overview
    • Guides
      • How to generate API Key and Auth Token
  • Workflows
    • Overview
    • Features
      • Workflow Access Control
    • Guides
      • Add Workflow
      • Workflow Chat
      • Workflow Edit Access
  • Tools
    • Overview
    • Guides
      • Tools Overview
      • Create External Tool
      • Connect Tool to Assistant
  • Analytics
    • Overview
    • Guides
      • Analyzing Data in the Analytics Dashboard
  • Chatlogs
    • Overview
    • Guides
      • Managing Chatlogs
      • View Chatlog & Chat thread Id
  • Integrations
    • Overview
    • Guides
      • Email Indexing
      • Microsoft Teams
      • Sharepoint Indexing
      • Google Drive Connector
      • MS Teams Integration Setup
      • Creating a Connection in Credential Manager
      • Slack App
      • Discord Bot
  • Ejento AI Shield
    • Overview
    • Features
      • Understanding Guardrails
    • Guides
      • How to enable Guardrails
  • Assistant Security
    • Overview
    • Features
      • Assistant Red Teaming
    • Guides
      • Red Team an Assistant
  • Permission Sets
    • Overview
    • Guides
      • Add Permission Set
  • Usage
    • Overview
    • Guides
      • Set Spend Limits
  1. Guides

Edit a Team

Teams change over time: people join, leave, or take on new responsibilities. Editing a team keeps it in step with your organization, and because access flows through teams, every change you make here updates what members can reach across projects, assistants, and corpora.

Why keep teams up to date?#

Security. Removing someone from a team immediately removes the access they had through it. This matters when people change roles or leave.
Fast onboarding. Adding a new hire to the right team gives them everything the team can access, in one step.
Clear responsibility. Promoting a member to Admin lets them manage the team themselves, so you don't have to handle every change.

Use cases#

New team members: Two engineers join the "Product Launch 2026" team for the final sprint. Add them as Member, and they can use the launch assistants and corpora right away.
Offboarding: When someone leaves the group or changes department, remove them from the team. The access they had through the team ends at the same time.
Sharing the admin work: Change a team lead's role to Admin so they can add and remove members themselves.
Reorganizations: When a group is renamed or restructured, update the Team Name so people can still find the right team when sharing.

Open the Teams section. If you're not sure how, see Add a Team.

1. Open the team's settings#

Find the team on the Teams tab and click the edit (pencil) icon in its Actions column. The Team Settings window opens.
You can edit a team only if you're its Owner or an Admin and you have the required permissions.
Step 1 screenshot

2. Change names, members, or roles#

Update the Team Name if needed. Under Access Control, use the Role dropdown to switch a member between Admin and Member, click the delete icon to remove someone, or click Add User to add new people.
The team Owner can't be removed and their role can't be changed.
Step 2 screenshot

3. Save your changes#

Click Update Team. The message Team updated successfully! appears.
To control what the team can do across your organization, use the shield icon (Edit Permissions) on the Teams tab to assign Permission Sets.
Step 3 screenshot
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Add a Team
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Delete a Team