How do I organize members into teams?
Teams are groups inside your company account, such as Engineering or Sales. Create them under Team → Organization, then drag members onto them. Workplace policies attach to a team, and the Spend page breaks costs down by team.
How to
On the website, open Team → Organization.
In the sidebar, click the + next to Teams.
Enter a Name and a Description, pick a color and click Create.
To add members, drag the handle at the left of a member’s row onto the team in the sidebar. Drop them on Unassigned to take them out again.
To change a team, click its pencil icon, or choose Edit Team from the three-dots menu while the team is selected, then Save.
Good to know
Members can also leave a team from the cog menu on their row: Remove from followed by the team’s name.
Dragging works on a desktop browser. On a phone the sidebar opens from the breadcrumb and drag is off, so use the cog menu.
Deleting a team (Edit team → Delete) also deletes every policy on it. Its members stay on your company account.
Policies need a team to attach to. Until you create one, the Policies page says “Create teams in Organization to start adding policies.”