Setting Up a Team

Teams & Collaboration | 16 views | Oct 29, 2025


Teams allow multiple users to collaborate on cases together.

**Prerequisites:**

Teams are available on Basic and Premium tiers.

**Creating a Team:**

1. Click "Teams" in the navigation
2. Click "Create New Team"
3. Enter team details:
- Team name
- Description
- Default case permissions
4. Click "Create Team"

**Inviting Members:**

1. Open your team
2. Click "Invite Members"
3. Enter email addresses (one per line)
4. Select their role:
- **Admin** - Full team management
- **Editor** - Can edit cases and evidence
- **Viewer** - Read-only access
5. Click "Send Invitations"

**Member Roles Explained:**

**Team Admin:**
- Manage team settings
- Invite/remove members
- Assign cases
- Change member roles
- Delete team

**Team Editor:**
- Create cases
- Edit assigned cases
- Upload evidence
- Add comments
- Invite viewers

**Team Viewer:**
- View assigned cases
- Download evidence
- Add comments
- No editing permissions

**Managing Team Access:**

**Case-Level Permissions:**
You can override team permissions for specific cases:
- Assign cases to specific members
- Limit access to sensitive cases
- Grant temporary access

**Best Practices:**

- Keep teams focused and manageable
- Use clear naming conventions
- Define roles and responsibilities
- Regular team reviews
- Remove inactive members
- Document team procedures

**Team Limits:**

- Basic Tier: Up to 5 team members
- Premium Tier: Unlimited team members


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Article Information

Category:
Teams & Collaboration

Author:
root

Last Updated:
Oct 29, 2025

Views:
16

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