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Team Management and Permissions

Marta Connor avatar
Written by Marta Connor
Updated over a week ago

What Are Teams?

Teams in Claap allow you to group workspace members together for easier management and permission control. Instead of managing individual users one by one, you can organize members into logical groups and apply permissions to entire teams at once.

Why Use Teams?

Teams help larger workspaces by:

  • Simplifying member management: Group users by department, project, or function

  • Streamlining permissions: Grant access to recordings and channels for entire groups

  • Improving organization: Keep your workspace structured and manageable

  • Saving time: Invite multiple people at once instead of individually

Creating Teams

Step 1: Access Team Settings

  1. Navigate to Settings in your workspace

  2. Click on the Members panel

  3. Select the Teams tab

Step 2: Create a New Team

  1. Click the Create team button

  2. Enter a descriptive name for your team in the pop-up dialog

  3. Click Create team to confirm, or Cancel to abort

Once created, your new team will appear in the Teams list, displaying the team name and current member count.

Managing Team Members

Adding Members to a Team

  1. Navigate to Settings in your workspace

  2. Click on the Members panel

  3. Select the Teams tab

  4. Click the three dots (β‹―) next to the team name

  5. Select Edit people from the dropdown menu

  6. Use the search function to find workspace members

  7. Select multiple members to add to the team

  8. Click to confirm your selections

Other Team Management Options

From the three-dot menu, you can also:

  • Rename: Change the team's display name

  • Delete team: Permanently remove the team and its settings

Note: Deleting a team will remove all associated permissions and settings. This action cannot be undone.

Using Teams in Permissions

Adding Teams to Recordings and Channels

Instead of inviting individual members, you can invite entire teams to access recordings and channels:

  1. Open the recording or channel you want to share

  2. Click the Share button

  3. Start typing the team name in the invitation field

  4. Select the team from the dropdown menu

  5. Click Invite to add the team

  6. Set the appropriate permission level for the entire team

Permission Levels

When you invite a team, all team members receive the same permission level you assign.

Available permission levels include:

  • View only: Can watch recordings and access channel content

  • Comment only: Can add comments and reactions

  • Full access: Can modify content and settings

Benefits of Team Permissions

  • Efficiency: Invite multiple people with one action

  • Consistency: All team members get the same access level

  • Easy management: Grant or revoke access for entire groups

  • Automatic inclusion: New team members automatically inherit team permissions

Who Can Manage Teams

Only users with Owner or Admin roles can:

  • Create and delete teams

  • Add or remove team members

  • Rename teams

  • Manage team permissions in recordings and channels

Multiple Team Membership

Users can belong to multiple teams simultaneously. When a user is in several teams with access to the same recording or channel, they receive the highest permission level among all their teams.

Best Practices

Team Organization

  • Use descriptive names: Make team purposes clear (e.g., "Marketing Team," "Sales West Coast," "Project Alpha")

  • Create logical groups: Organize by department, project, location, or function

  • Keep teams manageable: Avoid overly large teams that become difficult to manage

  • Plan your structure: Think about how teams will be used before creating them

Permission Management

  • Review team access regularly: Audit what recordings and channels each team can access

  • Use teams instead of individuals: Leverage team permissions rather than individual invitations when possible

  • Plan permission levels carefully: Consider what each team actually needs to accomplish their work

  • Document team purposes: Keep track of why each team was created and what they should access

Maintenance

  • Update memberships promptly: Add new employees and remove departing ones

  • Clean up unused teams: Delete teams that are no longer needed

  • Review team structure periodically: Adjust teams as your organization changes

Team automation preferences

Use Teams to configure your meeting recording automation. Check out this article on Meeting recording automation preferences to configure automated recording for individual Teams.

Troubleshooting

Team not appearing in share dialog

  • Verify you have admin permissions

  • Ensure the team actually exists and has members

  • Check that you're typing the team name correctly

Unable to add members to team

  • Confirm you have admin role in the workspace

  • Verify the users you're trying to add are actually workspace members

  • Check that the users aren't already in the team

Team permissions not working

  • Ensure the team was properly invited to the recording or channel

  • Verify team members are still part of the team

  • Check that the recording or channel hasn't been moved or deleted

For additional support with team management, contact your workspace administrator or contact our Support Team at support@claap.io.

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