Team permission
Last updated
Last updated
The privacy settings of a team determine who can access the team and its public-to-team projects.
If somebody belongs to a team, they have access to all public-to-team projects within that team. Organization guests must belong to a team to access its public-to-team projects and team messages.
If they do not belong to a team, they cannot access that team, nor can they request to join it, regardless of the team's permission settings.
| Team | Can be found | Can request to join | Accessible by |
|---|---|---|---|
The private team option is only available for CreatiBI's Business plan and above.
To identify who belongs to a team in CreatiBI and who can see its projects, you must access its "Team Settings".
To access Team Settings:
From the sidebar, click on the team name, then click on the "Manage members" button.
You need to become a team member before accessing the team page.
Before someone can access public-to-team projects and team messages, their request to join must be approved by an active team member or a team admin. You can see the full list of team members from the "Members" tab of the "Team settings".
To request to join a team:
Scroll to the bottom of the sidebar and select "Browse teams";
Locate a team you want to join and click "Request to Join".
Only team members can access a private team. You can view the complete list of team members from the "Members" tab in "Team settings".
The only way to gain access to a private team is by being invited by a member of that team.
Users cannot discover private teams they don't have access to, and therefore cannot request to join or even see a private team in their sidebar.
There are four ways to limit access to a membership:
"Deny" someone's request to join the team;
"Remove an existing team member" - removing someone from membership will remove their access to all of that team's projects and messages.
"Change to a private team" - changing to a private team means other organization members will no longer be able to find and request to join that team from the sidebar.
"Require team admin approval" - a team admin can require that any invitations to the team must first be approved. This is available only to CreatiBI's Business plan and above.
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Membership by request
Yes (excluding guests)
Yes (excluding guests)
Team member
Private team
No
No
Team member