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Manage Teams

This article explains how to manage teams in SiftHub.
 

Viewing Team Details

  1. Go to Settings > Teams.
  2. Click on the name of the team you want to view or manage.
  3. By default, you'll be on the teams "Details" tab.
    On the "Details" tab, you can view the following information
    • Team Name
    • Status
    • Description
    • Owner
    • Created Date
    • Last Modified Date
    • Last Modified by






       

To edit team details:

  1. Simply click on the field to modify
  2. You can edit details such as the Team Name or Description.
  3. Click the "Save" button to apply your changes.
     

Managing Users in a Team 

From the team's page, click on the "Users" tab to view or manage the members of the selected team


 

Adding Users

To add new users to the team:

  1. Click the "Add Users" button.
  2. A Modal will appear with a list of available users.
  3. Select the users you want to add and click "Add".

 

Removing Users

To remove users from a team:

  1. Select the checkboxes next to the names of the users you want to remove.
  2. Click the "Remove user" button that appears along with selected user counts

 

Deactivating Teams

To deactivate a team:

  1. From the "Team Details" page, click the "Deactivate" button in the top right corner.
  2. A confirmation pop-up will appear.
  3. Click "Deactivate" to confirm. This action will change the team's status to "Inactive".

 

Reactivating Teams

To reactivate a team:

  1. Click on the name of the team you want to reactivate.
  2. In the "Team Details" page, click the "Reactivate" button. The team's status will be changed back to "Active".


Additional Notes

  • Only Account Owners and Security Admins have permission to manage users.
  • When creating a new user, there is an option to assign them to one or more teams. The "Default" team is assigned by default.
  • Teams can be assigned as a collaborators for Projects (collaborators only, not owners/reviewers/delivery managers), and Collections.
  • Deactivated teams will still appear in assignments but in a deactivated state. Users from deactivated teams will not automatically remain collaborators and will need to be explicitly re-added.
  • Reactivated teams will retain all prior assignments unless they were explicitly removed during deactivation.