Reassign people and work while keeping access available to the people who need it.
Move people and work
- Open Settings → People → Teams and create the teams you need.
- Add each person to the new teams with the role their work requires.
- Assign initiatives to the correct team or teams. Check access to linked studies, Huddles, cycles, and standalone tasks.
- Confirm that each person can open their work in the new team.
- Remove membership from the old team only after work has been reassigned. Every workspace member must keep at least one team.
The default team cannot be deleted. It receives new work when no team is specified. It does not automatically share other teams’ work. See Team roles and work access for the full access rules.
Continue from here
Related guides
01Workspace administrationManage workspace settings, access, credentials, billing, and offboarding as a workspace Owner or Admin.02Ideas PortalLet customers browse selected ideas, vote, and submit requests without joining your internal workspace.03Invite people and manage accessInvite teammates, choose their workspace and team roles, and check whether they have joined.
Did this guide answer your question?
Your response helps us prioritize missing or unclear documentation.
Still stuck?
Send your question to Zentrik support. This guide will be included automatically.