Why it matters
Teams make it easier to assign work, manage access patterns, and keep routing decisions aligned with how your organization operates.
Key Concepts
Team: A named group of organization members used to organize work in Whippy.
Members: The people included in a team. The Teams table shows the member count for quick review.
Updated at: The Teams table shows when each team was last changed so admins can identify stale groups.
Step-by-Step: Review and create teams
Open Settings > Users and teams.
Select the Teams tab.
Use Search teams to find an existing team.
Review the Teams, Members, and Updated at columns.
Click Add team when you need a new group.
Enter the team details in the Create a team dialog.
Open an existing team to review or update its members.
Tips and Best Practices
Use team names that match real operational groups.
Review member counts after team changes to confirm the right people are included.
Clean up unused teams so routing and assignment choices stay clear.
Use roles for permissions and teams for grouping people.
Troubleshooting
Issue | Possible Cause | Fix |
No teams match a search | The search term does not match an existing team name. | Clear the search or try a broader team name. |
A user is not in the expected team | The team membership has not been updated. | Open the team and review its members. |
Cannot create a team | Your account may not have permission to manage teams. | Ask an admin to create the team or update your role. |