Teams Overview

SourceClear Software Composition Analysis

Why Use Teams

For organizations with many users, it can be difficult to manage direct assignments. For example, a user could change teams within the company and need access to 10 different workspaces relevant to the new team. Multiply these changes by dozens of users in your organization, and user management can quickly become challenging.

Teams can alleviate this manual work by providing a container for users who require the same level of access to the same workspaces. Add the teams to the right workspaces with the desired workspace role, and all users in the team automatically inherit those permissions. When one person changes teams, remove the user from the old team and assign the user to the new team.

In large organizations, it may also be overwhelming for a small number of Organization Owners or Organization Administrators to manage all the users in each team. Therefore, you can designate one or more Team Administrators, who are users in a team that can invite and add other users to the team, remove users from the team, update team roles, and see which workspaces the team is added to.

This feature is available to Enterprise organizations and all organizations during their trial periods.

Team Roles

To delegate team management tasks, an Organization Owner or Organization Administrator can assign one of two team roles to Organization Users for a given team.

Team Administrators have complete administrative access to the team.

Team Member is the default role for everyone in the team.

Organization Owners or Organization Administrators can automatically perform all the team operations.

Operation Team Member Team Administrator
Team Permissions
View list of teams in the system that user can administer   x
View list of all teams in a workspace x x
Team-User Permissions
View list of users in the team   x
Invite new users to the team   x
Resend invitations for the team   x
Revoke invitations for the team   x
Add existing users to the team   x
Remove users from the team   x
Assign Team Administrator or Team Member roles to users in the team   x
Team-Workspace Permissions
View list of workspaces associated with the team   x

See SourceClear User Roles for additional team-based permissions granted only to Organization Owners and Organization Administrators.

Create a Team

Organization Owners and Organization Administrators can create teams in the Manage Organization page. To create a team:

  1. Click Teams in the left navigation bar.
  2. Click Actions > Create.
  3. Enter a Team Name and optional Description.
  4. Click Next.
  5. If you want to add existing users, select them from the Choose Users dropdown menu.
  6. In the Choose Team Administrators section, select User Can Administer Team for any users who should have the Team Administrator role.
  7. Click Save.

Delete a Team

Organization Owners and Organization Administrators can delete teams.

Method 1: Manage Organization Teams list
  1. Navigate to Manage Organization.
  2. Click Teams in the left navigation bar.
  3. Select the teams that need to be deleted.
  4. Click Actions > Delete .
  5. Click Delete Team in the popup to confirm the deletion.
Method 2: Manage Organization Team details
  1. Navigate to Manage Organization.
  2. Click Teams in the left navigation bar.
  3. Click on a team to be deleted.
  4. Click on the delete icon to the right of the team name.
  5. Click Delete Team in the popup to confirm deletion.

View Team Details

Organization Owners, Organization Administrators, and Organization Users with the Team Administrator role on a team can access more details and actions in the Team details page.

Method 1: Manage Organization
  1. Navigate to Manage Organization.
  2. Click Teams in the left navigation bar.
  3. Click on a team.
Method 2: Workspace
Note: This method is not available to Team Administrators
  1. Navigate to a workspace under the Home space.
  2. Click Teams in the left navigation bar under the Manage Workspace section.
  3. Click on a team.

Update Team Details

Organization Owners and Organization Administrators can rename teams and change the team’s description.

  1. View the team’s details as described above.
  2. Click the pencil icon to the right of the team’s name.
  3. Make changes and click Save.

Invite New Users to Team

Organization Owners, Organization Administrators, and Organization Users with the Team Administrator role on a team can invite new users to a team.

Method 1: Manage Organization Users list
  1. Navigate to Manage Organization.
  2. Click Users in the left navigation bar.
  3. Click Actions > Invite .
  4. Enter email addresses.
  5. Click More Options > Add to Team.
  6. Choose the team from the type-ahead menu on top.
  7. Optional: Select Team Administrator for any invitees who should have the Team Administrator role for the team.
Method 2: Manage Organization Team details
  1. Navigate to Manage Organization.
  2. Click Teams in the left navigation bar.
  3. Click on a team.
  4. Enter email addresses.
  5. Optional: Give invitees the Team Administrator role for this team
    1. Click More Options.
    2. Select Team Administrator for any invitees who should have the Team Administrator role for the team.

Method 3: Workspace Team details

Note: Not available to Team Administrators
  1. Navigate to a workspace under the Home space.
  2. Click Teams in the left navigation bar under the Manage Workspace section.
  3. Click on a team.
  4. Click Actions > Invite New Users.
  5. Enter email addresses.
  6. Optional: Give invitees the Team Administrator role for this team
    1. Click More Options.
    2. Select Team Administrator for any users who should have the Team Administrator role for the team.

Pending Invitations

Organization Owners and Organization Administrators can see all pending invitations in the system in the Manage Organization area. See Pending Invitations in Enterprise User Management for details.

Since Organization Users with the Team Administrator role can invite users to a team, they can also see a subset of pending invitations.

  1. Navigate to a workspace under the Home space.
  2. Click Users in the left navigation bar under the Manage Workspace section.
  3. Click Pending Invitations at the top of the page.
  4. The Team Administrator can see pending invitations

The actions to resend and revoke pending invitations are the same as for Organization Owners, Organization Administrators, and Organization Users with the Workspace Administrator role on a workspace.

Add Existing Users to a Team

Organization Owners, Organization Administrators, and Organization Users with the Team Administrator role on a team can add existing users to a team.

Method 1: Manage Organization Users list

  1. Navigate to Manage Organization.
  2. Click Users in the left navigation bar.
  3. Select the users to add to a team.
  4. Click Actions > Add to Team.
  5. Choose the team.
  6. Optional: In the list below, select User Can Administer Team for any users who should have the Team Administrator role for this team.

Method 2: Manage Organization User details

  1. Navigate to Manage Organization.
  2. Click Users in the left navigation bar.
  3. Click on a user.
  4. Click Actions > Add to Team.
  5. Choose teams from the type-ahead menu on top. Click on a team or press Enter to add the team to the list below.
  6. Optional: In the list below, select User Can Administer Team if the user should have the Team Administrator role for that team.

Method 3: Manage Organization Team details

  1. Navigate to Manage Organization.
  2. Click Teams in the left navigation bar.
  3. Click on a team.
  4. Click Actions > Add Users.
  5. Choose users from the type-ahead menu on top. Click on a user or press Enter to add the user to the list below.
  6. Optional: In the list below, select User Can Administer Team for any users who should have the Team Administrator role for the team.

Method 4: Workspace Team details

Note: This method is not available to Team Administrators.
  1. Navigate to a workspace under the Home space.
  2. Click Teams in the left navigation bar under the Manage Workspace section.
  3. Click on a team.
  4. Click Actions > Add Users.
  5. Choose users from the type-ahead menu on top. Click on a user or press Enter to add the user to the list below.
  6. Optional: In the list below, select User Can Administer Team for any users who should have the Team Administrator role for the team.

Remove Users From a Team

Organization Owners, Organization Administrators, and Organization Users with the Team Administrator role on a team can remove users from a team.

Once removed, the user can no longer access those workspaces through that team. Note that the user may still be able to access a workspace through a different team which is still linked to a workspace, or through a direct assignment.

Method 1: Manage Organization User details

  1. Navigate to Manage Organization.
  2. Click Users in the left navigation bar.
  3. Click on a user.
  4. Select the teams from which the user should be removed.
  5. Click Actions > Remove from Teams.

Method 2: Manage Organization Team details

  1. Navigate to Manage Organization.
  2. Click Teams in the left navigation bar.
  3. Click on a team.
  4. Select the users that should be removed from the team.
  5. Click Actions > Remove Users.

Method 3: Workspace User details

  1. Navigate to a workspace under the Home space.
  2. Click Users in the left navigation bar under the Manage Workspace section.
  3. Click on a user.
  4. Select the teams from which the user should be removed.
  5. Click Actions > Remove from Teams.

Method 4: Workspace Team details

Not available to Team Administrators

  1. Navigate to a workspace under the Home space.
  2. Click Teams in the left navigation bar under the Manage Workspace section.
  3. Click on a team.
  4. Select the users that should be removed from the team.
  5. Click Actions > Remove Users.

Manage Team Roles

Organization Owners, Organization Administrators, and Organization Users with the Team Administrator role on a team can manage team roles in those teams.

Method 1: Manage Organization User details

  1. Navigate to Manage Organization.
  2. Click Users in the left navigation bar.
  3. Click on a user.
  4. Select the teams to change.
  5. Click Actions > Change to Team Administrator or Actions > Change to Team Member.

Method 2: Manage Organization Team details

  1. Navigate to Manage Organization.
  2. Click Teams in the left navigation bar.
  3. Click on a team.
  4. Select the users to change.
  5. Click Actions > Change to Team Administrator or Actions > Change to Team Member.

Method 3: Workspace User details

  1. Navigate to a workspace under the Home space.
  2. Click Users in the left navigation bar under the Manage Workspace section.
  3. Click on a user.
  4. Select the teams to change.
  5. Click Actions > Change to Team Administrator or Actions > Change to Team Member.

Method 4: Workspace Team details

Note: Not available to Team Administrators
  1. Navigate to a workspace under the Home space.
  2. Click Teams in the left navigation bar under the Manage Workspace section.
  3. Click on a team.
  4. Select the users to change.
  5. Click Actions > Change to Team Administrator or Actions > Change to Team Member.

Add Teams to a Workspace

Organization Owners and Organization Administrators can add teams to workspaces.

Method 1: Manage Organization Team details

  1. Navigate to Manage Organization.
  2. Click on Teams in the left navigation bar.
  3. Click on a team and click the Workspaces tab.
  4. Click Actions > Add Workspaces.
  5. Choose workspaces from the type-ahead menu on top. Click on a workspace or press Enter to add the workspace to the list below.
  6. Optional: In the list below, select Workspace Administrator if the team should have the Workspace Administrator role for the workspace.

Method 2: Manage Organization Workspace details

  1. Navigate to Manage Organization.
  2. Click Workspaces in the left navigation bar.
  3. Click on a workspace.
  4. Click Actions > Add Teams.
  5. Choose teams from the type-ahead menu on top. Click on a team or press Enter to add the workspace to the list below.
  6. Optional: In the list below, select Workspace Administrator for any teams who should have the Workspace Administrator role for the workspace.

Method 3: Add Team during Workspace creation

  1. Create a workspace and add existing teams with the optional Workspace Administrator role all in one step.
  2. Navigate to the Home space.
  3. Click the plus (+) icon at the top of the left navigation bar.
  4. Enter a workspace name.
  5. Click More Options > Add Teams.
  6. Choose teams from the type-ahead menu on top. Click on a team or press Enter to add the team to the list below.
  7. Optional: In the list below, select Workspace Administrator for any teams that should have the Workspace Administrator role for the workspace. Click Create.

Remove Teams from a Workspace

Organization Owners and Organization Administrators can remove teams from workspaces.

Method 1: Manage Organization Team details

  1. Navigate to Manage Organization.
  2. Click Teams in the left navigation bar.
  3. Click on a team and click the Workspaces tab.
  4. Select the workspaces to remove.
  5. Click Actions > Remove Workspaces.

Method 2: Manage Organization Workspace details

  1. Navigate to Manage Organization.
  2. Click Workspaces in the left navigation bar.
  3. Click on a workspace.
  4. Select the teams to remove.
  5. Click Actions > Remove Teams.

Method 3: Workspace Team details

  1. Navigate to a workspace under the Home space.
  2. Click Teams in the left navigation bar under the Manage Workspace section.
  3. Click on a team and click the Workspaces tab.
  4. Select the workspaces to remove.
  5. Click Actions > Remove Workspaces.

Manage Workspace Roles

Organization Owners and Organization Administrators can manage workspace roles for teams. See permissions in workspace roles.

Method 1: Manage Organization Team details

  1. Navigate to Manage Organization.
  2. Click Teams in the left navigation bar.
  3. Click on a team and click the Workspaces tab.
  4. Select the workspaces to change.
  5. Click Actions > Change to Workspace Administrator or Actions > Change to Workspace User.

Method 2: Manage Organization Workspace details

  1. Navigate to Manage Organization.
  2. Click Workspaces in the left navigation bar.
  3. Click on a workspace.
  4. Select the teams to change.
  5. Click Actions > Change to Workspace Administrator or Actions > Change to Workspace User.

Method 3: Workspace Team details

  1. Navigate to a workspace under the Home space.
  2. Click Teams in the left navigation bar under the Manage Workspace section.
  3. Click on a team and click the Workspaces tab.
  4. Select the workspaces to change.
  5. Click Actions > Change to Workspace Administrator or Actions > Change to Workspace User.