Team Administration

Teams help you organize participants into groups that persist across sessions. Unlike breakout rooms (temporary), teams are permanent organizational units within your space.

Before managing teams: Ensure you have owner or admin access to the team.

Teams vs. Breakout Rooms

Feature	Teams	Breakout Rooms
Duration	Permanent	Temporary (session only)
Purpose	Ongoing organization	Activity-specific grouping
Membership	Assigned ahead of time	Created on the fly
Best for	Cohorts, departments, project groups	In-session small group work

Use Teams when: Groups need to work together across multiple sessions. Use Breakout Rooms when: You need temporary small groups for a single activity.

Creating Teams

Open the Team dropdown menu
Click Create Team or Team Settings
Enter a Name for the team
Add a Description (optional)

Team Naming Tips

Good names:

Project names: "Q1 Launch Team", "Product Redesign"
Cohort identifiers: "Cohort 5", "March 2024"
Functional groups: "Facilitators", "Observers", "Participants"

Avoid:

Generic numbers: "Team 1", "Team 2" (hard to remember)
Names that might become outdated quickly

Team Roles

Teams have three roles:

Role	What they can do
Owner	Full control — manage settings, members, and roles. Can promote admins.
Admin	Manage team members and change member roles
Member	Participate as part of the team

Changing Roles

Open Team Settings
Go to the Members tab
Find the person in the member list
Click their current role and select a new one

Note: Only owners can change someone to or from the owner role.

Managing Members

Adding Members

Open Team Settings → Members tab
Use the invite link or add members directly
New members start with the Member role

Tip: Click Copy team invite link to quickly share an invite with new members.

Finding Members

Use the search bar to filter the member list by name, email, or domain. This is helpful for larger teams.

Removing Members

Open Team Settings → Members tab
Find the person
Click Remove to remove them from the team

The person remains in the space but is no longer part of the team.

Using Teams in Sessions

Team-Based Activities

Parallel work:

"Each team, head to your area and brainstorm for 10 minutes."

Gallery walks:

"Visit each team's area to see what they created."

Competition:

"Teams will present their solutions. We'll vote on the winner."

Cross-pollination:

"Find someone from a different team and share your key insight."

Setting Up Team Areas

Design distinct areas on your canvas for each team:

Create labeled zones for each team
Use consistent visual markers (rectangles, labels)
Place shared resources in a central area

Common Scenarios

Recurring Workshop Series

Create teams at program start
Same teams persist across all sessions
Teams build on previous work each session

Department Training

One team per department
Department leads as team admins
Shared content with separate practice areas

Cohort-Based Learning

One team per cohort
New cohort = new team
Archive old teams when a cohort graduates

Troubleshooting

"Participant isn't on their team"

Check if they were assigned before joining
Manually add them in Team Settings → Members
Ask them to refresh their browser

"Can't create more teams"

Check space limits
Archive unused teams
Contact support if the limit seems wrong

"Can't change a member's role"

Only owners can promote to or demote from the owner role
Admins can change members to admin and vice versa
Make sure you have the right permissions

Using Breakout Rooms - Temporary grouping
Sharing & Permissions - Access control
Creating a Space - Initial setup
System Check - Verify your setup