Decision Site

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Quick Start

Create and configure your first team

This guide shows you how to create a team, add members, and assign Decision Sites.

Time: 10 minutes Role required: Organization ADMIN

Prerequisites

Before you start:

  • You are an organization ADMIN
  • You understand your organization's Team Access Control setting
  • You know which members should be on the team
  • You understand what teams are

Don't have ADMIN access? Ask your organization ADMIN to create the team for you.

Step 1: Create the Team

  1. Navigate to Teams Settings

    • Click Settings (gear icon)
    • Select "Teams" from the sidebar
    • You'll see your organization's existing teams

  2. Click "Create Team"

    • Button appears in the top right
    • Opens team creation dialog

  3. Enter Team Details

    • Name: Choose a clear, descriptive name (e.g., "US-East Sales", "Enterprise Team")
    • Description (optional): Explain the team's purpose
    • Logo (optional): Upload a team image

  4. Click "Create"

    • Team is created immediately
    • You become a team OWNER automatically

Result: Your new team appears in the teams list.

Step 2: Add Team Members

Now add people to your team:

  1. Open the team you just created

    • Click on the team name in the teams list

  2. Click "Add Members"

    • Opens member selection dialog
    • Shows all organization members

  3. Select members to add

    • Check boxes next to names
    • Can select multiple members at once

  4. Choose their role

    • OWNER: Can manage team (add/remove members, delete team)
    • MEMBER: Can access team Decision Sites

  5. Click "Add"

    • Members are added immediately
    • They can now see the team

Best practice: Add 2-3 OWNERs to ensure continuity if one person leaves.

Step 3: Assign Decision Sites to the Team

Option A: Assign Existing Decision Sites

  1. Open a Decision Site you own
  2. Go to Settings
  3. Find "Team" setting
  4. Select your new team from the dropdown
  5. Click "Save"

Result: Decision Site is now assigned to the team. Team members can access it (based on Team Access Control setting).

Option B: Create New Decision Site with Team

When creating a new Decision Site:

  1. Click "Create Decision Site"
  2. Fill in Decision Site details (name, description, etc.)
  3. Find "Team" field
  4. Select your team from the dropdown
  5. Click "Create"

Result: Decision Site is created and automatically assigned to the team.

Step 4: Verify Access

Test that team members can access the Decision Site:

  1. Ask a team MEMBER to log in
  2. Have them navigate to Decision Sites
  3. Verify they can see the Decision Site you assigned to the team

Expected Behavior by Access Control

If Team Access Control = ORGANIZATION:

  • Everyone can see it (team membership doesn't matter)

If Team Access Control = TEAM:

  • Only team members + owner can see it
  • Other organization members cannot see it

If Team Access Control = OWN:

  • Only the Decision Site owner can see it
  • Even team members cannot see it

Not seeing expected behavior? See Common Issues.

What You Just Did

You created a complete team setup:

text
Team: US-East Sales
├─ Owner: You
├─ Members: Sarah, John, Maria
└─ Decision Sites: 1 assigned

Result (with TEAM access control):
✅ You can access (owner + team member)
✅ Sarah can access (team member)
✅ John can access (team member)
✅ Maria can access (team member)
❌ Other org members cannot access

Common Next Steps

Add More Members

To add more people later:

  1. Open the team
  2. Click "Add Members"
  3. Select additional members
  4. Choose their role
  5. Click "Add"

Promote a Member to OWNER

To make someone a team manager:

  1. Open the team
  2. Find the member in the members list
  3. Click the role dropdown next to their name
  4. Select "OWNER"
  5. Click "Save"

Remove a Member

To remove someone from the team:

  1. Open the team
  2. Find the member in the members list
  3. Click "Remove" next to their name
  4. Confirm removal

Warning: If you remove someone, they lose access to team Decision Sites (if TEAM access control is used).

Assign More Decision Sites

To add more Decision Sites to the team:

  1. Open each Decision Site
  2. Go to Settings
  3. Change "Team" to your team
  4. Click "Save"

Managing Team Settings

Change Team Name or Description

  1. Open the team
  2. Click "Edit Team"
  3. Update name or description
  4. Click "Save"
  1. Open the team
  2. Click "Edit Team"
  3. Click "Upload Logo"
  4. Select image file
  5. Click "Save"

Delete the Team

Warning: Deleting a team moves its Decision Sites to the default team.

  1. Open the team
  2. Click "Delete Team"
  3. Confirm deletion
  4. Team is deleted, Decision Sites move to default team

Cannot delete: The default team cannot be deleted.

Understanding Team Access Control

Your team's effectiveness depends on your organization's Team Access Control setting.

Check Your Setting

Ask your organization ADMIN:

  • "What is our Team Access Control set to?"
  • Options: ORGANIZATION, TEAM, or OWN

How It Affects Your Team

ORGANIZATION:

  • Teams are for organization only
  • Team membership doesn't restrict Decision Site access
  • Everyone can see all Decision Sites

TEAM:

  • Team membership restricts access
  • Only team members can see team Decision Sites
  • Most common for regional or product teams

OWN:

  • Only owners can access their Decision Sites
  • Team membership doesn't matter
  • Maximum privacy

Want to Change It?

Only organization ADMINs can change Team Access Control:

  1. Go to Settings → Organization
  2. Find "Team Access Control"
  3. Select desired setting
  4. Click "Save"

Warning: Changing this affects ALL teams organization-wide.

Troubleshooting

"I don't see the Create Team button"

Cause: You're not an organization ADMIN.

Solution: Ask your organization ADMIN to:

  • Create the team for you, or
  • Upgrade your role to ADMIN (if appropriate)

"Team members can't see the Decision Site"

Possible causes:

  1. Team Access Control = ORGANIZATION

    • Team membership doesn't restrict access
    • Expected behavior

  2. Team Access Control = OWN

    • Only owner can see it
    • Team members cannot access

  3. Decision Site not assigned to team

    • Check Decision Site settings
    • Verify team is selected

  4. Member not actually on the team

    • Go to team settings
    • Verify member is in the members list

"I can't add someone to the team"

Possible causes:

  1. You're not a team OWNER or org ADMIN

    • Ask a team OWNER to add them

  2. Person is not in your organization

    • Invite them to the organization first
    • Then add them to the team

  3. Person is a GUEST

    • GUEST users can join teams
    • They still have view-only access

Best Practices

Team Naming

Good:

  • US-East Sales
  • Enterprise Accounts
  • Product A Team
  • EMEA Region

Bad:

  • Team 1
  • My Team
  • New Team
  • Sales

Why: Clear names make it obvious what the team is for.

Team Size

Recommended:

  • 5-20 members per team
  • 2-3 OWNERs for continuity
  • Not too many teams (creates confusion)

Too small:

  • 1-2 person teams often unnecessary
  • Just share Decision Sites directly

Too large:

  • 50+ person teams hard to manage
  • Consider splitting into sub-teams

OWNER Selection

Good OWNERs:

  • Team managers or leads
  • Reliable, long-term employees
  • People who understand team structure

Multiple OWNERs:

  • Ensures continuity if one leaves
  • 2-3 OWNERs recommended
  • All OWNERs have equal power

Next Steps

Now that you've created your first team:

  1. Understand team patterns - See Team Structure Patterns
  2. Learn best practices - Read Best Practices
  3. Decide when to use teams - Review When to Use Teams
  4. Troubleshoot issues - Check Common Issues if needed

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