DocumentationTeamsTeam Settings

Team Settings

Route: /teams/:teamId/_settings/

Open via team menu → Settings, command palette, or ⌘⌥T / Ctrl⌥T.

Tabs appear based on your permissions. If you lack access, you are redirected to the team overview.

Overview

Requires: Manage Team

  • Team name
  • Avatar — upload or remove
  • Visibility
    • Private — only invited members see the team
    • Public — anyone with the link can use guest preview
  • Storage quota — used vs limit; link to Change Plan to increase
  • Save Changes / Discard

Roles

Requires: Manage Team

  • View all roles sorted by rank (zIndex)
  • Create New Role — name, colour, permission toggles
  • Edit role permissions in three groups (see Permissions Reference)
  • Owner role: only colour editable; permissions cannot be restricted
  • Lowest rank role is the default for new members
  • Drag to reorder hierarchy (cannot outrank yourself)

Involvement

Requires: Manage Team

  • Create custom configurations or instantiate a preset—RACI, RASCI, DACI, or RAPID—with one click
  • Each configuration holds an ordered list of positions (e.g. Responsible, Accountable)
  • Per position, set:
    • Min / max assignees
    • Signature quorum — how many assigned holders must sign a gated transition (blank = all of them)
    • Gates — whether this position must sign off before a decision can move to Approved, Rejected, and/or Implemented
    • Decision-scoped permissions — View, Comment, Edit Content, Sign Approve, Sign Reject, Sign Implement, Manage Positions (granted only on decisions using this configuration, only to that position’s current holders)
    • Eligibility filters — restrict who can be assigned, by team role, space/page membership, an explicit allow-list, excluding the decision’s own owner, or a minimum plan tier
  • Archive a position instead of deleting it once it’s referenced by a decision
  • Deleting a configuration is blocked while any decision still uses it

See Involvement Positions & Signatures for the full workflow this powers.

Members

Requires: Manage Members

  • Search members
  • Change role via dropdown (respects rank—you cannot assign a role above your own)
  • Kick member — confirmation required; cannot kick Owner or yourself

Invites

Requires: Manage Members

  • Occupied slots meter (active + pending vs plan limit)
  • Send email invite
  • View pending invites — inviter, expiry, Revoke Invite
  • Security notes: 7-day validity, default role on join

Billing

Requires: Manage Billing

  • Billing profile card — edit type, country, legal name, VAT
  • Change Plan button
  • Manage Subscription — Stripe customer portal (payment methods, cancellation)
  • Invoice list — status (Paid, Open, …), View Invoice, Download PDF

SSO

Requires: Manage Team; Enterprise plan

  • Service Provider metadata (ACS URL, Entity ID)
  • IdP fields: entry point, issuer, certificate, optional email domain for JIT provisioning
  • Enable SSO Authentication and save

Non-Enterprise teams see an upgrade call-to-action instead.

Delete Team

Owner only

  • Irreversible deletion of all spaces, pages, decisions, and files
  • Confirmation dialog required