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Create and Manage a Team

Teams are a collection of users that share a common set of permissions through roles that grants them access to resources. By grouping users together, you can manage their access to projects and resources.

Team Creation​

Use the following steps to create a team.

Prerequisites​

  • Tenant Admin access with the permissions team.create and user.list.

  • At least one user in the tenant. Check out the Create a User guide to learn how to create a user.

Create a Team​

  1. Log in to Palette as a Tenant admin.

  2. Navigate to the left Main Menu and select Tenant Settings.

  3. Select Users & Teams.

  4. Click on the Teams tab.

  5. Click Create Team.

  6. Enter the team name and select the users you want to add to the team.

  7. Click Confirm to create the team.

Validate​

  1. Log in to Palette as a Tenant admin.

  2. Navigate to the left Main Menu and select Tenant Settings.

  3. Select Users & Teams.

  4. Click on the Teams tab.

  5. Verify that the team you created is listed.

  6. Switch to the Users tab and select a user that you added to the team.

  7. Verify that the user is associated with the team you created.

Team Deletion​

Use the following steps to delete a team from Palette.

Prerequisites​

  • Tenant Admin access with the permissions team.delete.

  • At least one team in the tenant. Check out the Create a Team guide to learn how to create a team.

Delete a Team​

  1. Log in to Palette as a Tenant admin.

  2. Navigate to the left Main Menu and select Tenant Settings.

  3. Select Users & Teams.

  4. Click on the Teams tab.

  5. Click on the row of the team you want to delete.

  6. Click on the Delete Team button.

  7. Click OK to delete the team.

Validate​

  1. Log in to Palette as a Tenant admin.

  2. Navigate to the left Main Menu and select Tenant Settings.

  3. Select Users & Teams.

  4. Click on the Teams tab.

  5. Verify that the team you deleted is no longer listed.

  6. Switch to the Users tab and select a user that was associated with the team you deleted.

  7. Verify that the user is no longer associated with the team you deleted.