Teams

Teams let you group members of your organization together so you can add or remove their access to workspaces in bulk. Instead of managing each person’s workspace memberships individually, you manage the team — and the team’s access applies to everyone in it.

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Why use teams

Without teams, adding five salespeople to a new workspace means five separate “Add member” operations. With teams, you create a “Sales” team, add all five people to it, and then add the Sales team to any workspace — everyone gets access instantly. When someone new joins the sales team, add them to the Sales team in CallVault and they immediately inherit access to all workspaces that team belongs to.

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Creating a team

1. Go to Collaboration → Teams
2. Click New team
3. Give the team a name (e.g., “Sales”, “Customer Success”, “Leadership”)
4. Add members from your organization to the team
5. Click Create

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Adding a team to a workspace

1. Open the workspace
2. Go to ⋯ → Workspace Settings → Members
3. Click Add team
4. Search for the team by name
5. Choose the role for this team in the workspace: Viewer, Editor, or Admin
6. Click Add

All current members of the team now have that role in the workspace. Future members added to the team will automatically get the same access.

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Team roles in workspaces

When you add a team to a workspace, you set the team’s role (Viewer, Editor, or Admin) for that workspace. All members of the team get that role. A person can have a higher individual role than their team role if they’ve also been added to the workspace individually. The higher role takes precedence.

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Managing team membership

To add or remove people from a team:

1. Go to Collaboration → Teams
2. Click on the team
3. Use Add member or the Remove button next to any member

Changes take effect immediately across all workspaces the team has access to.

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Removing a team from a workspace

1. Open the workspace
2. Go to ⋯ → Workspace Settings → Members
3. Find the team and click Remove

This removes the team’s access to the workspace. Individual members who were also added directly to the workspace will retain their individual access.

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Deleting a team

1. Go to Collaboration → Teams
2. Open the team
3. Click Delete team

Deleting a team removes the team’s access from all workspaces. Individual members’ direct workspace memberships are unaffected.