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Teams Actions overview

Click the ... on the left side of a row on the Teams listing page to open the Actions menu, which collects the ways to modify the selected Team.

A Team row with the Actions menu open, showing Bundle, Add Members, Change icon and color, Edit Name/Description, Delete, and Reassign ownership
The Teams Actions menu.

Bundle​

Bundle has options to:

  • Add to Bundle: add the selected Team to an existing or new Bundle.
  • Bundle and Download: immediately create a Bundle with the Team and download the file.
  • Bundle and Deploy to Tenant: export the Team in a Bundle and import it to one or more Tenants.

Add Members​

Add Members opens a dialog to add new or existing Users to the Team. Use the search box on the Find Users tab to search for existing Users, or the New User tab to create and enable a new User and add it. Click Save after selecting or creating Users.

The Add Team Members dialog with a Find Users search box
The Add Team Members dialog.

Change Icon and Color​

Change Icon and Color opens a dialog to set or change the Team's icon or color. Select a color or icon from the dropdowns and click Save.

The Edit Team Icon and Color dialog with Color and Icon dropdowns
The Edit Team Icon and Color dialog.

Edit Name/Description​

Edit Name/Description changes the Team's name or description.

Delete​

Delete opens a dialog that confirms deleting the Team and asks what to do with the content the Team owns.

The Delete Team dialog with options to delete the content, reassign it to a User, or reassign it to a Team
The Delete Team dialog.

There are three options for the Team's content:

  • Delete everything it owns.
  • Reassign everything to another User.
  • Reassign everything to another Team.

Select a new owner from the dropdowns to reassign the content, then click Delete.

Reassign Ownership​

Reassign Ownership opens a dialog to change the Team's ownership to another User or Team. Changing a Team's owner also changes the ownership of all the content the Team owns. Use the tabs at the top to find a new owner.

The Change Owner dialog with My Teams, Search, and Create Team tabs
The Change Owner dialog.
Also available through the REST API
Everything on this page is built on Informer's public REST API, the same one the product uses, so your scripts and integrations can do it too. Developer reference: Teams.