Teams ​
The Teams screen is where you manage your organization's teams. A team groups practitioners so you can manage them together — for example, to assign work or to target signals. You can create teams, edit their name and description, set them active or inactive, and manage who belongs to them. The screen is intended for the organization administrator.
Overview ​
| Route | /organization/teams (overview), /organization/teams/:teamId (detail) |
| Audience | Organization administrator |
| Required permissions | team.read (view); team.manage to create, edit and manage members |
The overview lists all teams in a table with the columns Name, Description, Member count, Status (active or inactive) and Created on. Click a row to open a team's detail screen.
How it works ​
A team is more than a named group. The team layout determines which clients and signals a practitioner sees, so a change on this screen ripples through to other parts of the application.
Client and signal visibility. A practitioner without organization-wide access (the clients.read.all permission) sees in their client list not only the clients they are personally assigned to as practitioner, but all clients assigned to any member of their team. The team therefore widens visibility to colleagues' caseloads. A practitioner who is in no team sees only their own assigned clients. Organization administrators with organization-wide access always see every client, regardless of the team layout. That same combined caseload feeds the signals that appear on the dashboard under My clients' signals.
One team per practitioner. Within an organization a user belongs to at most one team. Adding someone to a team automatically moves them out of the team they were in before — you do not need to remove them there first. This keeps the layout unambiguous: every practitioner falls under exactly one combined caseload.
Active and inactive. The active status marks whether a team is in use. An inactive team stays in the overview with the status Inactive and keeps its members, so you can take a team out of use without losing its composition and history. Use inactive instead of deleting when a team is temporarily or permanently no longer in use.
Team versus treatment team. The team on this screen groups practitioners at the organization level and determines whose caseload you see. That is separate from an individual client's treatment team — the practitioners linked to that one client under Care assignment in the client record. The dashboard concept "clients in my treatment team" refers to the combined caseload that follows from your team layout: the clients of you and your team members together.
Create team ​
Click + New team at the top right to open the new-team dialog. This button is only visible with the team.manage permission.
| Field | Required | Description |
|---|---|---|
| Name | Yes | The name of the team. Maximum 100 characters. |
| Description | No | A short explanation of the team's purpose. |
Click Create to save the team or Cancel to close the dialog without saving. The new team appears in the overview immediately.
Search and sort ​
Sort the team list by clicking a column header. The Name, Status and Created on columns are sortable; click again to reverse the sort order. By default the list is sorted by name, ascending. This helps you quickly find a specific team in a long list.
Edit name and description ​
Open a team from the overview and click Edit team to switch to edit mode. Here you change the name and description.
| Field | Required | Description |
|---|---|---|
| Name | Yes | The name of the team. Cannot be empty. |
| Description | No | A short explanation of the team's purpose. Leave empty to remove the description. |
Editing requires the team.manage permission. Save your changes as described under Save changes.
Toggle active status ​
In edit mode there is an Active checkbox. Clear it to set the team to inactive, or check it to activate it again. Inactive teams remain visible in the overview with the status Inactive. Save the change to apply it.
Add member ​
Open a team and, in the Members block, click Add member. A dialog opens in which you search for a user by name or email address using the search field. Users who are already members of the team are not shown.
| Field | Required | Description |
|---|---|---|
| Search user | No | Part of a name or email address. The list filters as you type. |
Click Add next to the desired user. The member appears in the members table immediately and the member count is updated. This action requires the team.manage permission.
A user can be a member of one team at a time. Adding a member moves the user into this team.
Remove member ​
In the members table, each member has a Remove button. Click it to take the user out of the team. The member disappears from the table immediately and the member count is updated. This action also requires the team.manage permission.
Save changes ​
In edit mode you save the name, description and active status together. Click Save changes at the bottom of the form. The button only becomes active once you have changed something. Click Cancel to leave edit mode without saving. After saving you return to view mode and a confirmation appears.