Teams and People

What this is

This page explains how to manage team spaces, workspace members, and invites.

When to use it

Use it when onboarding teammates, changing team ownership, or reviewing access boundaries for Proteges.

What you need first

• Access to Settings

• Permission to manage workspace membership

Steps

1. Manage teams

From the Teams view, you can:

• Review all teams

• Add a team

• Rename a team

• Remove a team

2. Manage people

From the People view, you can:

• Invite a person by email

• Choose an initial team

• Review accepted members

• Review pending invites

3. Keep ownership clear

For each live Protege, make sure:

• A team owns it

• The right people can review Audit and Event Feed

• Changes are visible to the people responsible for support

Avoid orphaned automations. A Protege should always have a clear team boundary and at least one accountable owner.

How to verify

• The intended teammate appears in the right team

• Pending invites match your expectations

• Team boundaries align with Protege ownership

Common failures

• Inviting a user to the wrong team

• Treating workspace access as the same thing as workflow ownership

• Deleting or changing teams without reviewing Protege ownership

Next step

• Workspace settings

• Security and permissions