Managing teams

Organisation admins create teams and set roles on Manage Team and Manage Organisation. Team admins manage their own team's members, roles and quotas.

An organisation contains teams, and teams contain members. Two pages manage this. Manage Team is for team-level work and is open to team admins and organisation admins. Manage Organisation is for organisation-wide roles and is open to organisation admins only.

Roles

• A Member runs sims assigned to them and sees their own results. They cannot buy sessions or create public links.
• A Team Admin can build sims, assign them to their team, set member quotas, invite into the team, and see the team's results and analytics.
• An Organisation Admin can do all of that across every team, plus create and delete teams, allocate sessions from the organisation pool, promote team admins and other organisation admins, and fund the organisation through billing.

Create a team

On Manage Team, open the Teams tab and find Create a team. Enter the team name, optionally give it Initial sessions from the organisation pool, and choose Create. Organisation admins only.

Add and remove members

Open the team's Members tab. Add member picks an existing organisation member or invites someone new. See Inviting your team. The bin icon on a member's row opens Remove member? and removing them takes away that team's sims and allocated sessions. Their past results are kept.

Change a team role

On the Members tab, each row has a Team role list with Member and Team Admin. Changing it takes effect at once, confirmed by "Role updated".

Change an organisation role

Organisation admins use People & roles on Manage Organisation, or the Organization roles tab on Manage Team. Each person can be Member, Team Admin or Organisation Admin. You cannot change your own role, and the organisation must always keep at least one organisation admin.

Remove someone from the organisation

On Manage Organisation, choose Remove on their row. The dialog Remove from the organisation? explains that they lose access to every team and sim in the organisation, and that their past results are kept. To take someone off a single team instead, use Manage Team.

Delete a team

On the Teams tab, deleting a team opens Delete team?. The team and all of its memberships are removed. This cannot be undone. Members stay in the organisation.

Session allocations

Each team has its own pool, allocated from the organisation's pool with the Allocate button, and each member can have a cap. See Session quotas.

Renaming a team is not available. Create a new team with the right name and move the members across.