---
title: "Manage Teams"
slug: "manage-teams"
description: "How to create and manage teams, and assign users to teams."
tags: ["add team"]
updated: 2026-02-17T21:45:16Z
published: 2026-02-17T21:45:16Z
canonical: "docs.revealdata.com/manage-teams"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Teams

**Teams** are separate from roles and role groups, but allow extra control over what content – like tags profiles, wordlists, documents, or fields – are visible to users.

A user isn’t required to be a part of a team, but leveraging teams makes it significantly easier for admins to bulk-assign documents and edit user viewing settings. A single user can also be a part of multiple teams.

Teams are managed in the Teams page by navigating to **Project Admin** > **Teams + Roles** > **Teams** **page** from the project navigation sidebar.

![Project Admin interface showing permissions for team management and user assignments.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Permissions_Teams-Tab_2025.10.png)

From the Teams page, Project, Company, and Instance Admins can add, edit, or delete teams, and assign users to teams. Once a team is created, it can be used to perform the following bulk options:

- Assign documents.
- Assign tag profiles.
- Assign field profiles.
- Assign search profiles.
- Define work folder access.

For information about how teams function in Reveal, see [About Permissions](/reveal/docs/about-permissions#teams).

## Create teams

From the Teams page:

1. Click ![Add icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Plus_Icon.png)**Add**.
2. In the Add Team modal:
  1. **Team Name**: Name your team. This field is required.
  2. **Description**: Describe the functionality or kinds of users in your team, if needed. This description is only visible within the Teams page.
3. Click **ADD** to create your team.

## Assign users to teams

From the Teams page:

1. Click the team you want to assign users to. Its row will highlight in blue.
2. Click ![Assign Users icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/User-Plus_Icon.png) **Assign Users**. The Assign Users modal will appear, listing individual users by name and username (in parentheses) and their associated Role Group.

![User assignment interface showing selected users and their respective groups for access control.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Permissions_Assign-Users-Modal_2025.10(1).png)

1. Fill out the **Assign Users** modal.
  1. Click the ![Checkbox icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/EmptyCheckbox_Icon(1).png) checkbox to assign or unassign a user to the team.
  2. Next to the **Name** column, you can click the ![Checkbox icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/EmptyCheckbox_Icon(1).png) checkbox to select all users from the list.
2. Click **ASSIGN** to populate your team.

If you want to modify which users belong to your team, return to the Assign Users modal and change your preferences.

> [!WARNING]
> **Important**
> 
> Users added to an existing team will inherit any profiles and views already assigned to the team. The user may need to refresh the page or log back in to the system to see their new profiles and views.

## Managing teams

Team management is performed in the the Teams page. Here, you can:

- ### Edit teams
- ### Delete teams

**Edit teams**

### Edit teams

Editing a team allows you to change its team name or description. If you would like to change which users belong to a team, follow the instructions in the [Assign users to teams](/reveal/docs/manage-teams#assign-users-to-teams) section.

1. Click your team from the list. Its row will highlight in blue.
2. Click ![Edit icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Pencil-Edit_Icon(1).png) **Edit**.
3. Edit the fields as needed. See the [Create teams](/reveal/docs/manage-teams#create-teams) section for a description of each field.
4. Click **EDIT** to save your changes.

**Delete teams**

### Delete teams

1. Click your team from the list. Its row will highlight in blue.
2. Click ![Delete icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Trash_Icon2(1).png) **Delete**.
3. A confirmation modal will appear. Click **OK** to delete the team.

> [!WARNING]
> **Important**
> 
> Reveal will let you delete a team *even if users still belong to that team*.