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Home Administration Team Management Teams Overview
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Teams Overview

In this article you'll learn:

  • How to create new teams
  • How to add and remove teammates from teams
This doc is for: Admins

Teams allow you to define groups of users, such as your marketing or product management team, who collaborate and have access to the same set of projects. We recommend using teams if you have a large organization in Heap with many different analysis needs.

Creating a Team

Only Admins can create new teams. To do so, navigate to Account > Manage > Teams, then click the Add Team button at the top.

The teams page with an arrow pointed to the 'Add Team' button

Enter the name of your new team and click the Create Team button.

The Create Team pop-up with the text 'Product Operations' in the name field

You’ll now see it in the teams list.

Adding Teammates to a Team

You can immediately start adding teammates by clicking on the team and clicking the Add Teammate button on the team details pane.

The details pane of the 'Product Operations' team with the 'Add Teammate' pop-up open and a search for 'Alex'

Removing Teammates from a Team

To remove someone from a team, navigate to Account > Manage > Teams, click on the team you’d like to remove someone from, then click the X next to that person’s name.

The teammates section of the 'Product Operations' team with an arrow pointed at the X next to a teammate

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Last updated July 28, 2022.

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