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