Teams Guide

Learn how to create and manage teams in HelseWeb for collaborative work

Teams Guide

Teams in HelseWeb allow you to collaborate with others on shared projects and documents. This guide covers everything you need to know about creating and managing teams.

Creating a Team

1

Navigate to Teams

Click on "Teams" in the sidebar navigation to access the Teams page.

2

Create New Team

Click the "Create Team" button to open the team creation dialog.

3

Enter Team Details

  • Enter a descriptive team name
  • The team will be created with you as the owner
4

Start Collaborating

Your team is now ready. Start by adding members and creating projects.

Team Types

HelseWeb supports different team configurations:

TypeDescription
Custom TeamsTeams you create for specific projects or groups
All TeamA default team that includes all organization members

Managing Your Team

Team Settings

As a team owner or admin, you can:

  • Rename the team
  • View team activity
  • Manage team projects
  • Delete the team (owner only)

Team Projects

Create projects within your team to organize work:

  1. Open your team
  2. Click "New Project"
  3. Enter project details
  4. Team members can access shared projects

Team Roles

Each team member has a role that determines their permissions:

RoleCan Manage MembersCan Manage ProjectsCan View Analytics
Owner✅✅✅
Admin✅✅✅
Member❌VariesVaries

Permissions:

Member permissions can be customized. See the Members Guide for details.

Deleting a Team

Warning:

Deleting a team is permanent and will remove all team projects. Only team owners can delete teams.

To delete a team:

  1. Open the team you want to delete
  2. Click on team settings
  3. Select "Delete Team"
  4. Confirm the deletion

Best Practices

  • Use descriptive names: Name teams after their purpose (e.g., "Marketing Team", "Research Project Q4")
  • Assign appropriate roles: Give admin access only to trusted members
  • Organize with projects: Create separate projects for different workstreams
  • Review permissions regularly: Ensure members have appropriate access levels