> ## Documentation Index
> Fetch the complete documentation index at: https://docs.navattic.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Teams

> Organize workspace members into teams and control their access to demos.

<Frame>
  <img className="overflow-hidden rounded-xl border" src="https://mintcdn.com/navattic-app/KyLVfu_TECs3vwBD/images/teams-page.png?fit=max&auto=format&n=KyLVfu_TECs3vwBD&q=85&s=30edeeca751fdbe9fb74f21a0f9acff3" alt="Teams settings page showing a list of teams with member counts" width="3002" height="1698" data-path="images/teams-page.png" />
</Frame>

Teams let you group workspace members together and control which demos and boards each group can access. Each team member is assigned a role that determines what they can do within that team.

## Creating a team

<Steps>
  <Step title="Open Team Settings">
    Navigate to **Settings** > **Teams** and click **Create team**.
  </Step>

  <Step title="Name and describe the team">
    Enter a **Name** for the team — something recognizable for your organization, such as "Sales Team" or "North America Sales."

    Optionally add a **Description** to explain the team's purpose. This helps other admins understand the team's scope at a glance.

    Click **Create** to save. You'll be taken directly to the team's detail page.
  </Step>
</Steps>

## Managing team members

From a team's detail page, you can add members, assign roles, and remove members.

### Adding members

Click **Add member** from the team detail page. In the modal:

1. Select one or more workspace members from the **User(s)** list.
2. Choose a **Role** to assign to all selected members. The role controls what each member can do within Navattic:

| Role        | What they can do                                            |
| ----------- | ----------------------------------------------------------- |
| **Admin**   | Full access: manage settings, publish demos, invite members |
| **Builder** | Create and edit demos, manage flows                         |
| **Viewer**  | View and share demos; no editing access                     |

Click **Add users** to confirm.

### Changing a member's role

On the team detail page, click the role chip next to any member's name to open a dropdown. Select a new role — the change takes effect immediately.

<Note>
  Launchpad Rep members are automatically assigned the Launchpad Rep role and cannot have their role changed from the team settings page.
</Note>

### Removing a member

Click **Remove** next to a member's name on the team detail page. Removing a member from a team does not remove them from the workspace.

### Searching members

Use the search bar at the top of the team detail page to filter members by name or email.

## Controlling demo access with teams

Teams work with [boards](/workspace/boards) to restrict which demos groups of users can see.

<Steps>
  <Step title="Create or edit a board">
    Go to the **Boards** page and click **Edit** on the board you want to restrict.
  </Step>

  <Step title="Set access to Team">
    Set the **Access level** to **Team** and select the team you want to grant access to.
  </Step>

  <Step title="Save">
    Click **Save**. The board — and all demos it contains — will now only be visible to members of the selected team.
  </Step>
</Steps>

<Note>
  Team-scoped boards can include any type of demo — Interactive Demos, Launchpad boards, or a mix. You do not need a Launchpad-only workspace to restrict board access to a team.
</Note>

## Editing a team

To change a team's name or description, open the team detail page and click **Team settings** in the top right. Update the name or description and save.

## Managing workspace roles

Navigate to **Settings** > **Roles** to view and manage the roles in your workspace.

The redesigned Roles settings page shows each role and its permissions in a table. You can see at a glance what each role can do across areas like demo building, publishing, sharing, and workspace administration.

### Theme permission

All workspaces can control which roles have access to themes. On any role's detail page, use the **Themes** permission toggle to allow or restrict that role from viewing and applying themes. When theme permission is off for a role, members in that role will not see the Themes section in the sidebar.

### Enhanced permissions

Creating or fully editing custom roles requires **Enhanced permissions**, available on the Enterprise plan. Without enhanced permissions, the Roles settings page is read-only — you can view the default role configuration but cannot modify it beyond the theme permission toggle.

To upgrade, visit **Settings** > **Billing** or contact your account team.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can a member belong to more than one team?">
    Yes. Workspace members can be added to multiple teams, each with a different role if needed.
  </Accordion>

  <Accordion title="What happens when I remove a member from the workspace?">
    Removing a member from the workspace does not automatically remove them from any teams they belong to. If you see an error related to a removed member on the Teams page, contact support to have the underlying data cleaned up.
  </Accordion>

  <Accordion title="Is there a limit to how many teams I can create?">
    Team limits depend on your plan. If you have reached your team limit, you'll see a notice on the Teams settings page. Contact sales to request an increase.
  </Accordion>
</AccordionGroup>
