Claritalk

Claritalk Customer Success

Managing Teams

≈ 2 min read

A team is a group of users. The biggest advantage: you give an entire team access to a file at once. When a new colleague joins the team, they automatically gain access to all files of that team.

Creating a team

  1. Open Teams

    Click Teams in the left menu. You will see the existing teams, each with a description and the avatar of the creator.

    The team overview of an organization without teams.
    The team overview of an organization without teams.
  2. Click Add

    The Create a new team window opens. Give the team a name and optionally a description.

    Creating a new team.
    Creating a new team.
  3. Click Add

    The team appears in the overview. You become a member immediately.

    The new team in the overview, with three action buttons on the right: members, edit, and delete.
    The new team in the overview, with three action buttons on the right: members, edit, and delete.

Adding or removing members

  1. Click the members icon

    On the right side of the team row is an icon with two people. The Manage members window opens.

    Managing members of a team.
    Managing members of a team.
  2. Add members

    Under Add members you search for a user and click the purple button next to the name. The user appears immediately under Current members.

  3. Remove a member

    Click the red icon next to the name for a current member. The member loses access to the files shared via this team.

  4. Close the window

    Changes are saved immediately. Click Close.

Editing or deleting a team

  • With the pencil you can edit the name and description.
  • With the red trash bin you delete the team. Confirm in the Delete team window.
The confirmation when deleting a team.
The confirmation when deleting a team.

Good to know

Note

Deleting a team cannot be undone. Members lose access to files that were shared only via this team. The users themselves remain.

  • To link a team to a file, go to Managing files.
  • A user can be a member of multiple teams.

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