Teams Managing

Gen 3: This is a legacy Gen 2 article. For current GT AI OS 3.0 guidance, see gen3/groups/managing-membership.

Team Management

Any user can create and manage teams in GT AI OS. This guide covers how to create teams, manage membership, and configure team settings.

Overview

Team management allows you to:

• Create teams for groups or departments
• Manage team membership and settings
• Monitor team resource usage
• Share resources with team members

Viewing Teams

Team Directory

Access your teams:

1. Go to Teams in the sidebar
2. See teams you belong to or manage
3. Use filters to find specific teams
4. Click a team to view details

Team Information

For each team, you can see:

• Team name and description
• Member count and list
• Shared resources (agents, datasets)
• Creation date and activity

Creating Teams

When to Create Teams

Create teams for:

• Departments (Engineering, Sales, HR)
• Projects (Product Launch, Migration)
• Working groups (Committee, Task Force)
• Cross-functional initiatives

Creating a New Team

1. Go to Teams
2. Click Create Team
3. Enter team details:
   • Name: Clear, descriptive name (required)
   • Description: Purpose and scope (optional)
   • Default Resource Permission: Choose whether team members can Read (view only) or Edit shared resources by default
4. Click Create

You automatically become the team's Owner. Members are added separately after creation.

Best Practices for Team Creation

• Use consistent naming conventions
• Write clear descriptions
• Plan who will be invited before creating
• Communicate team creation to intended members

Managing Team Membership

Adding Members

Team Owners and Managers can add members:

1. Open the team and go to the Members tab
2. Click Invite Members
3. Enter email addresses
4. Select permission level for invitees
5. Click Send Invites

Permission Levels:

Permission	What They Can Do
Member	View and use team resources
Contributor	Use resources AND share their own resources with the team
Manager	Full team management (add/remove members, manage settings)

Removing Members

To remove someone from a team:

1. Open the team and go to the Members tab
2. Find the member in the list
3. Click the remove button
4. Confirm removal

Changing Member Permissions

Adjust team permissions as needed:

1. Open the team and go to the Members tab
2. Find the member in the list
3. Use the permission dropdown to change their level
4. Changes save automatically

Team Settings

Editing Team Information

1. Open the team (opens the Overview tab)
2. Click Edit in the team information section
3. Update name, description, or default resource permission
4. Click Save

Configuring Team Settings

Configure team-specific settings:

• Default Resource Permission: Set whether shared resources default to Read or Edit access for team members

Deleting Teams

When a team is no longer needed:

1. Open the team
2. Click Delete Team (Owners only)
3. Confirm the deletion

Note: Deleting a team permanently removes it. Team members will lose access to shared resources. Transfer important agents and datasets before deleting.

Resource Management

Team Resources Overview

Monitor shared resources:

• Number of shared agents
• Number of shared datasets
• Usage patterns

Managing Team Agents

Review agents shared with teams:

1. View team's agent list
2. Check for appropriate configurations
3. Remove outdated agents
4. Ensure proper access controls

Managing Team Datasets

Oversee team datasets:

1. View team's dataset list
2. Review access permissions
3. Clean up unused datasets

Troubleshooting

Access Issues

When members can't access team resources:

1. Verify their team membership
2. Check resource visibility settings
3. Confirm their permission level grants required access
4. Review any recent changes

Team Conflicts

If teams have overlapping or conflicting resources:

1. Identify the conflict
2. Determine appropriate ownership
3. Adjust visibility or team assignment
4. Communicate changes to affected users

Orphaned Teams

If a team has no owner:

1. Identify the team
2. Assign a new owner
3. Review team settings
4. Update membership as needed

Best Practices

Team Structure

Design team structure thoughtfully:

• Align with organizational structure
• Avoid excessive fragmentation
• Enable cross-functional collaboration
• Review and adjust periodically

Governance

Establish team governance:

• Clear ownership requirements
• Resource sharing guidelines
• Naming conventions
• Deletion policies

Communication

Keep teams informed:

• Announce new teams
• Communicate changes
• Share best practices
• Gather feedback

Common Tasks

Periodic Review

Periodically review your teams:

1. List all active teams
2. Check for inactive teams
3. Verify ownership
4. Update settings as needed
5. Delete unused teams

Reorganizing Teams

When team structure needs to change:

1. Create the new team structure needed
2. Move members manually to new teams
3. Update agent and dataset visibility to share with new teams
4. Delete or update the old teams
5. Communicate changes to affected members