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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, Edit Team, 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. Choose the role to assign, then pick Existing User(s) and search for Users, or New User to create and enable a new User and add it. If the Team has an AI usage profile assigned, a notice explains the AI access anyone you add gains. Click Save after selecting or creating Users.

The Add Member dialog with Assign Role chips from Member to Admin and an Existing User(s) or New User choice above a Search Users box
The Add Member dialog.

Edit Team​

Edit Team opens a dialog to update the Team's name, ID, description, icon, and color. Pick a color or icon from the choosers and click Save.

The Edit Team dialog with Team Name, Id, Color, Icon, and Description fields
The Edit Team dialog.

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.