Team Setup

Create a team, bring people in, and give everyone the right level of access.

Overview

Setting up a team is the first step to organizing work in Heyweek. Create the team, invite members, assign roles, and connect it to the projects it's responsible for — then access and assignments fall into place.

Key Features

• Create a team — Start a team with a name inside your workspace.
• Invite members — Bring teammates in and add them to the team.
• Roles & permissions — Assign each member an access level to control what they can do.
• Organize people — Group members so teams mirror how your company actually works.
• Active & inactive — Keep your list focused on the teams currently in use.

Creating a team

1. Open Add team and give it a clear name.
2. Add members and set each person's access level:
   • Owner — full control of the team.
   • Admin — manage the team and its work.
   • User — a standard contributor who works on the team's projects.
   • Guest — limited, scoped access.
3. Assign the team to the Projects it's responsible for.

Inviting and organizing people

• Invite teammates and place them in the teams where they belong.
• A person can belong to more than one team — organize by client, department, or function, whatever fits how you work.
• Manage the individuals behind the work in People.

Roles & permissions

• Start members as guest and promote as their responsibilities grow.
• Reserve owner and admin for those who need to manage the team and its settings.
• Tight, intentional access keeps your workspace secure as it grows.

Works with the rest of Heyweek

• Teams build on Teams and scope access across your work.
• Manage individuals in People and organize at the top level with Workspaces.
• Once your team is set up, keep everyone aligned with Team communication.

Tips

• Mirror your real org structure with teams so assignments stay intuitive.
• Review access levels periodically — remove people who've moved on and right-size everyone else's role.