Teams And Organization

The Teams area is where you manage the organizations you belong to and, when allowed, their members and shared settings.

What you can do

• Browse your teams
• Create a new team if your role allows it
• Open a team management page
• Edit team name, description, and image
• Set a default agent for the team
• Invite users by email
• Promote or demote admins
• Transfer ownership
• Assign billing responsibility
• Manage workflow credentials

Main areas

Area	What it is for
My Teams	List of organizations you can access
Configurations	Main team administration page
Workflow	Shared credentials for workflow-related features

Important access rules

• Team visibility is broader than team management rights
• Some team cards may be visible even when management actions are disabled
• Usage, activity, configuration, and workflow areas are intended for organization admins
• Ownership transfer and billing assignment are more restricted than normal admin actions

warning

You cannot rely on this guide for internal platform administration. It covers user-facing team operations only.