---
title: "Set up and manage teams"
canonical_url: https://zentrik.ai/docs/product/teams
markdown_url: https://zentrik.ai/docs/product/teams.md
category: "Product guides"
learning_track: "administration"
last_reviewed: 2026-09-21
---

# Set up and manage teams

A team groups the people who work together and controls access to their initiatives, studies, Huddles, cycles, and tasks.

## Overview

A **workspace** holds your organization’s members, subscription, and integrations. A **team** organizes people and work within it. Every workspace starts with a default team.

## Set up a team

Open **Settings → People**, then choose **Teams**.

1. Choose **Add team** at the end of the team rail.
2. Give the team a recognizable name and a short purpose.
3. Select the team, then choose **Add members**.
4. Choose existing workspace members or **Invite new people**. If everyone is already on the team, the invitation form opens directly.
5. Assign **Admin**, **Editor**, or **Viewer** for this team.

You can invite several new people together when they need the same access. The invitation summary shows the workspace and team roles before anything is sent. For the complete first-batch invitation flow and pending states, see [Invite people and manage access](https://zentrik.ai/docs/product/workspace-access).

## Manage membership

In **Settings → People → Teams**, select a team in the rail. Use **Team actions** to edit its name and purpose, switch to it, or delete it when permitted.

Workspace Owners and Admins can add or remove members and change their roles. A Team Admin can edit the team’s details, but needs workspace administration access to change membership.

- Select the **Also in** count to check a member’s other teams and roles.
- Select member rows to change roles, add teams, or remove memberships in a batch. Members whose only team is this one are kept.
- Use **Edit teams** on one person to change all their team assignments together.
- Use the **Members** tab to change workspace roles.

Need an owner who cannot sign in? [Create a service member](https://zentrik.ai/docs/product/service-members). For a reorganization, follow [Move work between teams](https://zentrik.ai/docs/product/reorganize-teams).

## Choose the active team

Use the team menu at the top of the main navigation to choose the team whose work you want to see. New team-owned work uses that team. Switching teams does not reassign existing work.

The menu lists teams you belong to. Workspace Owners and Admins can administer other teams in Settings without becoming members. **All workspace initiatives**, where available to them, is a separate privileged view.

Selecting a team in the Settings rail chooses it for administration only. Use the top-left menu to change your active team or **Switch workspace**.

See [Team roles and work access](https://zentrik.ai/docs/product/team-access-reference) for the permissions that apply to each role and record.

## Troubleshooting

### A team is missing from the selector

The selector shows teams you belong to. Ask a Workspace Owner or Admin to add you, or confirm that you are in the expected workspace.

### Remove member is disabled

The person belongs only to this team. Add them to another team first; every workspace member must keep at least one team membership.

## Related guides

- [Organize customer Accounts without losing the source context](https://zentrik.ai/docs/product/accounts-and-company-groups)
- [Keep customer context connected with People](https://zentrik.ai/docs/product/people-and-accounts)
- [Set up the Ideas Portal](https://zentrik.ai/docs/product/ideas-portal)