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Add Teams

Before creating a team, select the team type that fits your use case. For information about each team type, see Team Structure in Collate. To add a team:

1. Select the Profile icon and navigate to Settings > Team & User Management > Teams.
2. Click Add Team.
3. In the Add Team panel, fill the following details and click Save:
   • Name (required) — A unique identifier for the team.
   • Display Name (required) — The human-readable name shown in the Collate UI.
   • Email (optional) — A contact email address for the team.
   • Team Type — Select the type that matches this team’s role in your hierarchy. The available options depend on the parent team’s type. See Team Structure in Collate.
   • Public Team — Toggle on to allow anyone in the organization to join, view data, and collaborate without an explicit invitation.
   • Description (optional) — Add context about the team’s purpose.