Manage Teams

Teams allow for organized management of user groups. 

The instructions below are specific to managing teams via the Sigma Admin Portal. If your organization instead manages users and teams through an Identity Provider (IdP), please follow our instruction for managing users and teams with SCIM.

Summary of Content

Permissions & Sharing
Create a Team
Add a New Team Member
Remove a Team Member
Delete a Team
Understanding Teams and Workspaces
Related Resources

Permissions & Sharing

Data source permissions can be granted to entire teams. This option is also available for folders and documents.

Create a Team

1. Open your Admin Portal by selecting Administration in the user menu at the top right of your screen.
2. Select the Teams page from the left hand panel.
3. Click Create Team
4. Set a team name and description.
5. [Optional] To create a workspace for this team and immediately grant team members Can Contribute access, check Create a Workspace associated with this Team.
6. Click Save.
   
   

Add a New Team Member

1. Open your Admin Portal by selecting Administration in the user menu at the top right of your screen.
2. Select the Teams page from the left hand panel.
3. In the upper right, click Add Members to open the Add People to your Team modal.
4. Select the names of the Organization members you would like to add to your team.
5. Click Add.
   
   

Remove a Team Member

1. Open your Admin Portal by selecting Administration in the user menu at the top right of your screen.
2. Select the Teams page from the left hand panel.
3. Find the name of the team member you would like to remove, and click on ••• menu.
4. Select Remove from Team.
   
   

Delete a Team

1. Open your Admin Portal by selecting Administration in the user menu at the top right of your screen.
2. Select the Teams page from the left hand panel.
3. Click the red Delete Team button at the top right of the team page.‍
4. If the team has an associated workspace, the workspace will need to be deleted separately from the team.
   
   

Understanding Teams and Workspaces

Teams and workspaces have a many-to-many relationship. A team can be granted different levels of access to different workspaces, and multiple teams can be granted different levels of access to a single workspace.

This flexibility allows the structure of workspaces to be organization-dependent. For example, an organization might have a workspace for each of its teams. In addition, it might also have workspaces for each quarter of the year, shared with the relevant teams.  

Related Resources

Managing Workspaces
Folder and Document Permissions
Data Permissions
Managing Users and Teams with SCIM