Teams

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

Teams

Teams in GT AI OS enable collaborative work with shared agents, datasets, and resources. This guide explains how to work effectively with teams.

Understanding Teams

What is a Team?

A team is a group of users who:

• Share access to specific agents and datasets
• Collaborate on common projects or workflows
• Have defined roles and permissions within the team

Team Benefits

Working in teams allows you to:

• Share custom agents with colleagues
• Collaborate on dataset curation
• Maintain consistent AI interactions across your group
• Control access to sensitive resources

Joining Teams

Team Invitations

When you're invited to a team:

1. A badge with a number appears on the Teams button in the sidebar
2. Click Teams to view your pending invitations
3. Review the invitation details
4. Click Accept or Decline

Finding Your Teams

View your team memberships:

1. Go to Teams in the sidebar
2. See all teams you belong to
3. Click a team to view details

Working with Team Resources

Team Agents

Agents shared with your team appear on the Agents page. To use a team agent:

1. Go to the Agents page
2. Find the agent shared with your team
3. Click on the agent card to start a conversation
4. The agent has access to team datasets

Team Datasets

Datasets shared with your team:

• Appear on the Datasets page
• Can be attached to your personal agents
• Are accessible in team agent configurations

Sharing Your Resources

To share resources with your team:

Sharing an Agent:

1. Edit your agent
2. Set visibility to Team
3. Select the team(s) to share with
4. Save changes

Sharing a Dataset:

1. Edit your dataset
2. Set visibility to Team
3. Select the team(s) to share with
4. Save changes

Team Roles

Understanding Roles

Role	Capabilities
Member (read)	Use shared resources, view team info
Contributor (share)	Use resources AND share own resources with the team
Manager	Manage members, invite users, view Observable activity
Owner	Full control, delete team, transfer ownership

Role-Based Access

Your role determines what you can do:

Members can:

• Use team agents and datasets
• View team membership
• Leave the team

Contributors can additionally:

• Share their own agents and datasets with the team

Managers can additionally:

• Invite new members
• Remove members
• Change member permissions
• View Observable activity for the team

Owners can additionally:

• Delete the team
• Transfer ownership
• Edit team settings

Team Communication

Best Practices for Team Collaboration

1. Document your agents: Add clear descriptions so team members understand when to use each agent

2. Organize datasets: Use consistent naming and tagging for team datasets

3. Communicate changes: Let team members know when you update shared resources

4. Request feedback: Ask teammates how agents and datasets are working for them

Coordinating Agent Development

When creating agents for your team:

1. Discuss requirements with team members
2. Create a draft agent for testing
3. Gather feedback from the team
4. Iterate based on input
5. Set visibility to team when ready

Managing Team Membership

Inviting Members (Managers/Owners)

1. Go to your team's page
2. Click Invite Members
3. Enter email addresses
4. Select roles for new members
5. Send invitations

Removing Members (Managers/Owners)

1. Go to your team's page
2. Find the member in the list
3. Click the remove option
4. Confirm removal

Changing Permissions (Owners/Managers)

1. Go to your team's page
2. Find the member
3. Use the role dropdown to change their permission level
4. Changes are saved automatically

Leaving a Team

To leave a team you belong to:

1. Go to Teams in the sidebar
2. Click on the team
3. Click Leave Team
4. Confirm your decision

Note: If you're the only owner, you must transfer ownership before leaving.

Team Settings (Managers/Owners)

Editing Team Information

1. Go to your team's page
2. Click Settings
3. Update team name or description
4. Save changes

Configuring Team Preferences

You can configure:

• Default resource permission: Set whether new shared resources default to Read or Edit permissions

Best Practices

Organizing Team Resources

• Use clear naming conventions
• Add descriptive tags
• Document purpose and use cases
• Review and delete unused resources

Onboarding New Members

When new members join:

1. Share documentation about team agents
2. Explain dataset organization
3. Point them to this help documentation
4. Offer to answer questions

Resource Governance

• Regularly review who has access
• Delete resources no longer needed
• Update agents and datasets as requirements change
• Communicate significant changes to the team