Use Team settings to manage a team’s details, activity, teammates, learners, delivery methods, and channels.

Org Admins can manage any team. Managers can manage teams they belong to.

Org Admins and Managers can open and edit Team settings. Other roles do not have access.

Org Admins manage organization-wide settings from Organization settings. Managers handle the day-to-day setup of their teams from Team settings.

See Managing Users and Roles for role permissions.

Select the team and organization name at the top of the sidebar, then select Team settings.

Select Teams to see the teams you can manage. The list shows each team’s name, description, and teammate and learner counts.

Select Manage from a team’s row menu to switch to that team. Select Edit to rename it without leaving the list.

Org Admins can also create and delete teams. Managers can manage and edit teams they belong to.

Select Exit to return to your content.

Select Team details to update the team’s name and description. The form has one required name field and an optional description.

The Team name can be up to 100 characters and must be unique within your organization. The description appears on the Teams list.

Select Save when you're done.

Select Activity to see who made changes to the team and when, including teammates joining or leaving.

Use Date to choose a date range and Event to focus on one kind of change. Entries are grouped under Today, Yesterday, This week, and Earlier.

Org Admins can review any team’s activity. Managers can review activity for teams they belong to.

Select Teammates to add, edit, or remove teammates. The list shows each person’s name, email, and organization-wide role.

Org Admins can manage teammates on any team. Managers can manage teammates on teams they belong to, except the Default team.

Select a teammate’s row menu to edit or remove them. Removing someone from a team does not deactivate their Arist account.

See Managing Users and Roles for organization-wide roles and access.

Select Add teammates and enter the person’s email address. Arist checks whether they already have an account before showing the remaining fields.

Roles apply across the organization, not to one team. See Managing Users and Roles for role permissions and editing restrictions.

Select Learners to see who belongs to the team. The list shows each learner’s delivery platforms and membership:

New learners who match the rules join automatically. Manually added learners remain on the team even if they do not match its rules.

Select View from a learner’s row menu to open their profile.

Select Filter, choose Membership, then choose Manual or Rule-based.

You can use Search and Membership together. Select Clear all to return to the full list.

The Default team includes every learner through its rules, so filtering it to Manual returns no results.

On teams other than the Default team, select Excluded only to see removed learners, when they were removed, and who removed them.

Switching between All and Excluded only clears your selection.

Select learners to open the action bar. It shows the number selected and lets you select every matching learner across all pages.

You can:

Your selection remains active as you move between pages and clears when you change the search, filters, or sort order.

See Viewing and Managing Learners for bulk editing and Managing Cohorts for creating and managing cohorts.

Select Add learners, then choose:

The learners are added to the current team. You can also select a cohort under Also add to cohort.

When adding one learner, enter their Account email first. If no existing record matches, enter their name and delivery address.

For someone without an account email, select Continue without an email. This option is unavailable when your organization requires account emails.

When the account email matches an existing person, Arist shows their record instead of creating another one.

If they are an organization member but not yet a learner, select Add to team to make them a learner and add them to the team.

For other matches:

Select Add learners, choose Upload CSV, then:

A warning means the row was imported but needs review. An error means the row was not imported.

Download the affected rows, correct them, and upload the file again.

See Managing Organization Settings for your organization’s required learner fields.

Select Rules to control which learners join the team automatically. The Default team includes every learner and does not use rules.

If your organization has matching learner fields, you can start from a template under Add from a template, such as By department, By location, New hires, or By manager. Each rule has a Field, Condition, and Value.

Choose how the rules in each block work:

Use Add rule (AND), or Add rule (OR) under Match any, to add another rule to the block. Select Add OR condition to create another block. A learner qualifies when they match at least one block.

The panel shows how many learners match and how saving would change the team. Complete any unfinished rules to update the count. If the count does not return, select Try again.

Select Save to apply the rules.

See Managing Cohorts for rule templates, matching multiple values, and using the same rule builder for dynamic cohorts.

Select Delivery methods to choose how the team can reach learners. Each available method includes its current configuration and a team-level toggle.

Only methods enabled for the organization appear here. Use the toggles to turn SMS, WhatsApp, Email, Microsoft Teams, Slack, or Arist Messenger on or off for the team.

Org Admins manage sender details and other organization-wide options from the organization’s Delivery methods page.

See Using Delivery Methods for more information.

Select Channels to choose which channels the team can use. The list shows each channel’s assigned number, how many of the team’s schedules use it, and whether it is enabled.

Use the toggles to turn channels on or off.

A channel cannot be disabled while the team has schedules using it. Complete or trash those schedules first.

Org Admins manage channel details in Organization settings. See Managing Channels.