Teams & Roles

Understand the Organization and Team role tiers and decide who should hold each role.

Articles

• Organization roles in depth — What Owners, Admins, and Members can do at the organization level and where each role typically sits.
• Team role capabilities in detail — The four team roles — Manager, Technician, Requestor, Viewer — and what each can do inside a team.
• Example: "Apex Repair Services" — A realistic customer example showing how a service provider maps customers to teams and which seats to give to whom.
• Add or remove team members — Invite existing organization members into a team, pick the right team role, and remove them when they move on.
• Choose a dedicated team view — Frame a team as an internal expert group, a department, or an external customer account, and set the default everyone sees.
• Common questions about teams and roles — Quick answers to the most common questions about multi-team membership and customer access.