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Teams (administration)

Teams group users for permissions, workload, and reporting. Administrators maintain teams; practitioners consume them through matter roles, queues, and notifications.

Where to find it

In the Admin area, open Accounts → Teams (navLinks.ts). Creating or editing teams requires Teams.Edit (matches admin.router.ts on the teams segment).

You will see a list of teams; select one to edit membership and metadata.

Typical configuration tasks

  • Create a team per office, practice group, or support function.
  • Add or remove members when staff join or leave.
  • Link teams to workflows or project templates where your firm uses team-based routing.

Relationship to “Groups”

ConceptWho managesTypical use
Teams (admin)AdministratorsRBAC boundaries, matter teams, remuneration cohorts.
Groups (user)Power users or adminsCollaboration spaces with shared safe storage.

Exact naming can overlap between firms; follow your administrator’s vocabulary.

See also

SBOS.AI Platform Documentation