Manage teams and shared report access

Teams group people within an organization so reports can be shared with a group. Each member has a team management role and a separate report-access role.

Reports remain personal or organization-owned. A team's association with a report is an explicit sharing grant.

Create a team

Open the account menu and select Organization & teams.
Choose Teams.
Click Create team, enter a name and description, and save.
Open the team and use Add member to add active organization members.
Review each member's Management role and Report access.

Ordinary members can create teams only when Let members create teams is enabled. Teams belong to one organization and are not nested inside other teams.

Use the team directory

Search by team name or description and filter Team status by Active, Archived, or All teams. Open a team to see Members, Reports, and Settings.

Tab	Purpose
Members	Manage membership and the two separate roles.
Reports	Open reports explicitly shared with the team that your account can access.
Settings	Edit team name/description and use owner archive/restore controls.

Being able to open a team directory entry does not grant access to its shared reports. The Reports tab respects your report access.

Separate management from report access

Team management role	What it controls
Member	Membership in the team and the ability to leave.
Admin	Ordinary team membership and settings.
Owner	Admin capabilities, owner appointments, and archive/restore.

Team report access	What it can provide on a shared report
View	Read visible pages.
Edit	Edit report content and see invisible pages.
Admin	Edit and manage report sharing and page visibility.

Changing a management role does not promote the report-access role. A team Owner can still have only View access to reports shared with the team.

New and re-added members start with View report access. Assign a higher report role explicitly when needed.

Open the report's Manage Access → Teams, select the team, choose a Sharing limit, and click Share.

Each member receives the lower of their team report-access role and that report's limit:

Team member's Report access: Edit
Report's Sharing limit for that team: View
Access inherited through this team: View

A separate individual share or another applicable team grant can provide a higher role. Unity combines valid grant paths after applying organization policy.

This lets one team have View access to one report and editing access to another without changing its management structure.

Maintain membership

Team managers can add eligible organization members and manage ordinary roles. Owner appointments require the appropriate Owner authority.

Use Remove for another member or Leave for yourself. The last active Owner cannot leave or be demoted until ownership has been reassigned.

Removing someone from one team removes that team's inherited grant path. It does not remove independent individual shares or access through other teams.

Removing someone from the organization has a broader effect. See Invitations and membership.

Edit settings

In Settings, update Team name and Description, then click Save team settings.

Use a description that explains the group's purpose. The directory can search it, and it helps distinguish groups with similar names.

Archive and restore a team

A team Owner can use Archive team. Archiving suspends inherited team report grants while preserving the team records.

Independent individual report shares remain separate. A member might still open a report through another valid path while this team is archived.

Use Restore team to reactivate the team. Access is reevaluated using current membership, roles, report limits, and organization policy.

Troubleshoot team access

Problem	Check
Cannot create a team	Organization role, archived state, and member team-creation policy.
Person is unavailable to add	Active organization membership and existing team membership.
Team Admin cannot edit a report	Their separate Report access and the report's Sharing limit.
Report absent from the team tab	Explicit team share and the current user's effective access.
Removed team member still has access	Direct share or another applicable team.
Last Owner cannot leave	Appoint another active Owner first.

See Sharing and access for complete report-role examples.