Working with teams

1. From your profile picture icon, click My Teams.
2. Click Create Team.
3. [Optional] Provide a team Description, if desired.
4. Enter the Team Name.
5. Select the products this team can access.
6. Add one or more Team Owners by typing the name of the identity.
7. [Optional] In the Team Members box, begin typing the name of an identity, then click it in the list, then repeat for as many identities you want to add to the group.
8. Click Create.

To review how to create teams in the Web SDK, see POST Teams .

After you create a team, you can modify the team settings.

To edit a team in TLS Protect

1. In your user profile icon, click My Teams.
2. Use the filter to find the team you want to edit.
3. Click the team name in the Identity inventory.
4. On the team details page, click Edit.
5. Edit the team's details, including:

   1. Team Name. When a team is renamed, the associated folder structure also changes, if the team name only appears once in the path; however, if the path contains the team name more than once, the old team name remains. If needed, you can make the appropriate change manually.

      NOTE  The time it takes to rename a folder depends on the number of objects under that folder, as each item is modified separately.

   2. Description.

   3. Available Products. The products selected here will trigger the corresponding team onboarding rules defined in the JSON in the team configuration page. Making any change to the available products selected will re-run onboarding rules for all selected products.

      To update available products using the Web SDK, see PUT Teams/(prefix)/{universal}.

6. Click OK.

You can add team members or owners to an existing local team. When you add owners or members, those users will be added to the team and sent e-mail invitations.

Add team members

1. Click your user account icon, then click My Teams.
2. User the filter to find the team to which you want to add users.
3. Click the team name in the Identity inventory.
4. On the team details page, click Add People.
5. To add new team owners, search for the identities in the Add Owners box.
6. To add new team members, search for identities in the Add Members box.
7. Click Save.

When you add team members, the team owner(s) will be asked to approve the new team members. Once the membership is approved, new team members will receive a notification via email, and will being receiving relevant notifications.

If a team has no owners, master administrators will be asked to approve the membership change.

You can remove one or more people from a team using the following procedure.

1. Click your user account icon, then click My Teams.
2. User the filter to find the team from which you want to remove users.
3. Click the team name in the Identity inventory.

4. On the team details page, click People.

   The list of team members is displayed.

5. Check the box next to the members you want to remove.
6. Click the Remove button.

Deleting a team removes references to the team in the following areas:

• contacts
• approvers
• permissions
• identity custom fields

Deleting a team does not delete:

• certificates, devices, or keys (but it does remove the team from the contact)
• references in logs
• folders that are automatically created by the team onboarding process

To delete a team

1. Click your user account icon, then click My Teams.
2. Use the filter to find the team you want to remove.
3. Click the team name in the Identity inventory.
4. On the team details page, click Delete.
5. In the modal warning box, click Yes, Delete.

To review how to delete a team in the Web SDK, see DELETE Teams/(prefix)/{universal}.