Teams allow for organized management of user groups. They also support group collaboration on shared analysis.
Summary of Content
Understanding Teams
Team Workspaces
Permissions & Sharing
Create a Team
Manage Teams
Add a New Team Member
Remove a Team Member
Make a Team Member a Team Admin
Delete a Team
Related Resources
Understanding Teams
Team Workspaces
A private Workspace folder for team collaboration is automatically created for each team in your organization. A team's workspace is only accessible to organization members within that team.
To open a team workspace, select the Teams page from your Sigma navigation panel. Then click to open an individual team's page. Your organization's Workspace, accessible to all organization members, will always be at the top of the list.
Permissions & Sharing
Data source permissions can be granted to entire teams. This option is also available for document sharing.
Create a Team
- Open your Admin Portal by selecting Administration in the user menu at the top right of your screen.
- Select the Teams page from the left hand panel.
- Click Create Team.
- Set a team name and description.
- Click Save.
Manage Teams
Add a New Team Member
- Open your Admin Portal by selecting Administration in the user menu at the top right of your screen.
- Select the Teams page from the left hand panel.
- In the upper right, click Add Members to open the Add People to your Team modal.
- Select the names of the Organization members you would like to add to your team.
- Click Add.
Remove a Team Member
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Open your Admin Portal by selecting Administration in the user menu at the top right of your screen.
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Select the Teams page from the left hand panel.
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Find the name of the team member you would like to remove, and click on ••• menu.
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Select Remove from Team.
Make a Team Member a Team Admin
Making an organization Author a Team Admin grants them additional permissions within their team's workspace. They have edit permissions to all objects in the workspace and can badge any document.
- Open your Admin Portal by selecting Administration in the user menu at the top right of your screen.
- Select the Teams page from the left hand panel.
- Find the name of the team member you would like to make admin, and click on ••• menu.
- Select Make an Admin.
Delete a Team
- Open your Admin Portal by selecting Administration in the user menu at the top right of your screen.
- Select the Teams page from the left hand panel.
- Click the red Delete Team button at the top right of the team page.
