Manage Teams

Use teams to organize and manage user groups.

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

Contents

Relationship Between Teams and Workspaces

Permissions and Sharing for Teams

Actions for Managing Teams

Create a Team

Add a New Team Member

Add Team Members in Bulk

Remove a Team Member

Transfer Team Members in Bulk

Assign a Team Admin

Remove a Team Admin

Remove Team Members in Bulk

Delete a Team

Delete Teams in Bulk

Related Resources

Relationship Between 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.

Permissions and Sharing for Teams

Admins can grant data source permissions and folder and document permissions to entire teams.

Actions for Managing Teams

Access the Admin Portal

You perform the tasks described in this document in the Sigma Admin Portal.

To open the Admin Portal, either:

• Click Administration at the lower left of the side panel.
• Select Administration from the user menu at the top right.

Create a Team

1. In the left panel, click Teams.
2. On the Teams page, click Create Team. The New Team page opens. 
   
3. Enter a team name and description.
4. For Team Access (Beta), select either:
   • Public: The team is visible to the entire organization and people can share documents with the team. Public teams display on a separate tab on the teams page and will be discoverable in the share modal.  Guest and embed users cannot see public teams.
   • Private: The team is only visible to its members.
5. (Optional) To create a workspace for this team and immediately grant team members Can Contribute access to the workspace, check Create a Workspace associated with this Team. For more information see Manage Workspaces.
6. Click Save.

Add a New Team Member

1. In the left panel, click Teams.
2. From the list of teams, click the relevant one. The team's details page opens. 
3. In the upper right, click Add Members. The Add People to your Team modal opens.
4. Select the organization members to add to the team.
5. Click Add.

Add Team Members in Bulk

1. In the admin portal, go to the Teams tab. 
2. Select or create a team.
3. Click Add Members. 
4. Click Bulk Add Users.
5. Add members to the team by entering their email addresses. 
6. Click Add.

Remove a Team Member

1. In the left panel, click Teams.
2. From the list of teams, click the relevant one. The team's details page opens.
3. Find the team member to remove, and click the More menu at the right of the row.
4. Select Remove from team.

Remove Team Members in Bulk

1. On the Teams tab, select a team.
2. Select team members to remove by checking the box to the left of their name. To select all, click the box next to Team members. 
3. Click the Remove from team button on the toolbar above.
    
   

Transfer Team Members in Bulk

1. In the admin portal, go to the People tab.
2. To bulk transfer members from one team to another, click the box next to team member you want to transfer. To select all, click the box next to Team members.
3. Click the arrows icon, highlighted in red below. 
   
4. In the Transfer to different team modal, select the team you want to transfer the selected members to. 
5. Click Confirm.
   

Assign a Team Admin

Sigma Admins can assign users, with Creator or Explorer account types, Team Admin privileges. Team Admins can:

• Edit a team.
• Add organization members to a team.
• Remove members from a team.

The following conditions apply:

• Only Creators and Explorers can be a Team Admin.
• Viewers and Guest Users cannot be Team Admins. 
• There can only be one Team Admin per team. 
• Team Admins can't Impersonate Users. 

To assign a Team Admin:

1. In the left panel, click Teams.
2. From the list of teams, click the relevant one. The team's details page opens.
3. Click the More menu to the right of the user.
4. Select Assign as team admin. 
   
   A Team Admin label appears next to the user name in the team member listing. 

Remove a Team Admin

1. In the left panel, click Teams.
2. From the list of teams, click the relevant one. The team's details page opens.
3. Click the More menu to the right of the user
4. Select Remove as team admin. 

   

5. The Team Admin label no longer appears next to the user.

Delete a Team

1. In the left panel, click Teams.
2. From the list of teams, click the relevant one. The team's details page opens.
3. Click the red Delete Team button at the top right.‍
   Tip: If the team has an associated workspace, the workspace will need to be deleted separately from the team. For more information see Manage Workspaces.

Delete Teams in Bulk

1. In the admin portal, go to the Teams tab. 
2. To bulk delete teams, click the box next to each team you want to delete. To select all, click the box next to Name.
   
3. Click the trash can icon to delete the selected teams. 
4. Click Confirm. 

Related Resources

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