Why it matters
Users, Teams, and Roles now live together so admins can manage who has access, how people are grouped, and which permissions apply without jumping between separate Settings pages.
Key Concepts
Users tab: The Users tab lists organization members and supports adding users, searching users, and managing user-related assignments.
Teams tab: The Teams tab lists teams, member counts, and update dates. Teams help group users for routing, ownership, and operational workflows.
Roles tab: The Roles tab contains default roles and custom roles. Roles define the permission sets users can receive.
Step-by-Step: Manage users, teams, and roles
Open Settings > Users and teams.
Select Users to review members, search the list, add users, and manage user-level assignments.
Select Teams to review team names, member counts, and last updated dates.
Create or open a team when you need to manage grouped users.
Select Roles to review Admin and User defaults or create a custom role.
Open a user, team, or role before making detailed changes.
Review related Channel user settings if a person needs access to a specific channel.
Tips and Best Practices
Start with roles before adding many users so permission patterns are consistent.
Use teams for operational grouping, not just reporting labels.
Keep team names practical and recognizable to support routing and assignment workflows.
Review channel access after adding or changing a user's role.
Troubleshooting
Issue | Possible Cause | Fix |
A user cannot access a feature | Their role or channel access may not include the required permission. | Check the user's role in Users and teams, then check channel-specific users if the issue is channel-related. |
A team is missing from a workflow | The team may not exist yet or may not have the right members. | Open the Teams tab, confirm the team exists, then review the team members. |
Roles are not editable | Default roles are fixed or your account lacks permission to edit roles. | Create a custom role if you need a tailored permission set, or ask an admin to review your access. |