Teams
Teams are groups of users within your organization. Use teams to:
Teams help you organize people within your organization into logical groups like departments, projects, or functions.
Overview
Teams are groups of users within your organization. Use teams to:
- Organize people by department (Sales, Engineering, Support)
- Create project groups
- Control access to shared resources
- Manage shared inboxes
A user can belong to multiple teams.
Creating Teams
- Go to WaymakerOne > Teams
- Click Create Team
- Enter a team name
- Add an optional description
- Click Create
Team Settings
Each team has:
- Name - Display name (e.g., "Customer Support")
- Description - Optional context for the team's purpose
- Members - Users who belong to the team
- Shared Inbox - Optional shared email inbox for the team
Adding Members
Add Existing Users
- Go to WaymakerOne > Teams
- Select a team
- Click Add Members
- Select users from your organization
- Click Add to Team
Invite New Users to a Team
When inviting new users, you can add them to teams automatically:
- Go to WaymakerOne > Users > Invite Users
- Enter email addresses
- Check Add to team and select team(s)
- Click Send Invitations
They'll be added to those teams when they accept.
Team Roles
Within a team:
Team Lead
- Can add and remove team members
- Can manage team settings
- Can manage the team's shared inbox
Team Member
- Access to team resources
- Can view other team members
- Uses the team's shared inbox
Teams and Shared Inboxes
Teams are often connected to shared inboxes:
- Create a team (e.g., "Support Team")
- Create a shared inbox (e.g., support@yourcompany.com)
- Assign the team to the shared inbox
All team members can then:
- See emails sent to the shared inbox
- Reply from the shared address
- Assign emails to each other
See Shared Inbox Guide for setup details.
Teams and Workspaces
Teams can be granted access to workspaces in Commander:
- Open a workspace in Commander
- Go to workspace settings
- Under Access, add the team
- All team members can now access the workspace
This is easier than adding users individually.
Best Practices
Mirror Your Org Structure
Create teams that match your actual organization:
- By department: Sales, Marketing, Engineering, Support
- By function: Leadership, Operations, Projects
- By project: Product Launch, Website Redesign
Keep Teams Focused
A team should have a clear purpose. If a team is too broad, split it into smaller teams.
Use Descriptive Names
Team names should be clear to everyone:
- "Customer Support" not "CS"
- "Engineering Team" not "Dev"
- "Q1 Product Launch" not "Project Alpha"
Review Team Membership
Periodically review who's in each team:
- Remove people who've left or changed roles
- Add new team members
- Archive unused teams
Managing Teams
Editing Teams
- Go to WaymakerOne > Teams
- Select a team
- Click Settings
- Update name, description, or members
- Click Save
Removing Members
- Go to WaymakerOne > Teams
- Select a team
- Find the member
- Click Remove from Team
They lose access to team resources but remain in the organization.
Deleting Teams
- Go to WaymakerOne > Teams
- Select a team
- Click Settings > Delete Team
- Confirm deletion
Members are not removed from the organization, just the team.
Frequently Asked Questions
How many teams can I create?
There's no limit to the number of teams.
Can a user be in multiple teams?
Yes. Users can belong to as many teams as needed.
What happens when I delete a team?
- Team members remain in the organization
- Shared inbox access is revoked
- Workspace access granted through the team is revoked
Can guests be added to teams?
Currently, only full organization members can join teams.
Related
- Inviting Users - Adding team members
- Organizations - Organization structure
- Shared Inbox - Team email collaboration