Teams

Organize your organization members into teams for better collaboration, access control, and content sharing.

What Are Teams?

Teams are groups of members who work together:

• Share content easily with entire team
• Assign work to teams
• Set team-level permissions
• Track team performance

Creating Teams

Team Settings

Team Types

Suggested Team Structure

Creating Custom Teams

Build teams that match your structure:

1. Department-based (Engineering, Sales)
2. Project-based (Project Alpha)
3. Function-based (Reviewers)
4. Client-based (Client A Team)

Managing Team Members

Adding Members

Team Roles

Removing Members

1. Open team settings
2. Find the member
3. Click Remove from Team
4. Confirm removal

Team Permissions

Content Access

Teams can have access to:

• Analyses - Specific bid analyses
• Proposals - Generated proposals
• Templates - Shared templates
• Capabilities - Capability libraries
• Opportunities - Saved opportunities

Permission Levels

Setting Team Permissions

1. Go to Settings > Teams > Select team
2. Click Permissions tab
3. Configure access levels
4. Save changes

Team Collaboration

Sharing with Teams

Share content with entire team at once:

1. Open content you want to share
2. Click Share
3. Type team name
4. Select permission level
5. Share with team

Team Notifications

Team members receive:

• New content shared with team
• Assignments to team
• Team mention (@team-name)
• Team deadline reminders

Team Activity Feed

See what your team is working on:

1. Open team page
2. View Activity tab
3. See recent team actions
4. Filter by member or type

Team Analytics

Performance Metrics

Track team productivity:

Team Dashboard

View team performance:

1. Go to Analytics > Teams
2. Select your team
3. View metrics and trends
4. Export reports

Managing Multiple Teams

Member in Multiple Teams

Members can belong to multiple teams:

• Engineering AND Bid Team
• Different roles per team
• Combined notifications
• Access union of all team content

Cross-Team Collaboration

When teams work together:

1. Share content with multiple teams
2. Add members from different teams
3. Use @mentions across teams
4. Create temporary project teams

Team Settings

Editing Team Details

1. Go to Settings > Teams > Select team
2. Click Edit
3. Update:
   • Name and description
   • Icon and color
   • Visibility settings
4. Save changes

Team Visibility

Archiving Teams

For inactive teams:

1. Go to team settings
2. Click Archive Team
3. Team hidden but data preserved
4. Can be restored later

Deleting Teams

1. Go to team settings
2. Click Delete Team
3. Confirm deletion
4. Members return to organization pool

Team Templates

Creating Team Templates

Build standard team configurations:

1. Go to Settings > Team Templates
2. Click Create Template
3. Define:
   • Default roles
   • Standard permissions
   • Notification settings
4. Use template for new teams

Default Team Template

Set default for new teams:

1. Mark template as default
2. New teams use this template
3. Customize as needed

Best Practices

Team Size

Team Guidelines

• Clear team purpose
• Defined team lead
• Regular team sync
• Document team processes

Scaling Teams

As organization grows:

1. Create teams for new functions
2. Establish team hierarchy
3. Define cross-team processes
4. Regular team review

Next Steps

• Members - Manage individual members
• Roles - Configure permissions
• Collaboration - Team collaboration features