Managing Your Team

Available for: Business and Team plan, Education and Free plan (limited functionality)
Set up by: Team admins

Team Attributes

Open Team Profile tab, name your team, and set up its logo (.png is a preferable format but others are also supported). The logo helps to quickly and easily find the team in the left-side panel on the Dashboard.

Changing team name

The next section is the Plan Details. Here you can see your current plan, the size of your team, and the expiration date of your subscription.

Plan details

Deleting your team

Available for: Team, Education, Free plan

You can also delete your account in the Team profile tab. If the team that you want to delete has an active subscription, please be sure to cancel it first.

Deleting the account

Apps & Integrations

Open Apps & Integrations tab to manage the integrations and installed apps. These are set for a specific account, that is why they are not shown on the Integrations page that lists the integrations associated with your profile.

To learn how to connect a specific integration, for example, Jira Cards, please look up the corresponding article.

Account Apps & Integrations

Permissions

Team Signup Mode

Find out more in the corresponding article Managing Team Discovery and Access. Choose the signup mode for your team:

Invitation-only
Discoverable and open to anyone with a certain domain
Discoverable, but open only after the admin's approval.

Team signup mode

Invitation Settings

Choose whether you want to allow other team members to invite new users or only team admins should have that option:

Team invitation settings

Business plan admins can also choose whether they allow non-team collaborators in the team or not.

The option allow/forbid non-team collaborators

Sharing Settings

Find out more in the corresponding article Default Sharing Settings.

Team sharing settings

Board content settings

Team admins on the Team, Business, and Education plans can configure default board content settings.

Board content settings

Billing Information

In this tab, you will find an overview of your subscription - plan details, billing settings, and payment method. Find out how to change the billing information and download the invoice with the Company details after the payment in the corresponding article - Post Payment Invoice.

Active Users: Rights Management

Check all the members of your team in the Active Users tab, invite new members, delete members from the team, search members by name or email, sort the list by name, role or last activity date.

Team User Management

Please note that the last activity date implies the last time a user opened a board in this particular team.

Viewers or Commenters invited to particular boards within the team are listed in the settings as Non-team users. You may easily change Non-team users to Members with the help of Bulk Actions option:

Bulk action to change non-team users to members

Business plan admins can convert Members to Non-team users by choosing the corresponding option on the user's menu. As soon as the user is converted, they will be removed from the team and their boards will be reassigned to an admin. They will still have access to boards they were explicitly invited to.

If Day Passes are activated, there is also an option to invite Occasional users and convert their licenses. Please take a look at this page for more details: Day Passes for Business and Consultant Plans.

The option to convert a Member to Non-team user

To convert a Member to a Non-team user on the Team plan, remove the user from the team and invite them to particular boards with view/comment rights.

Non-registered invited users who haven't confirmed the invitation yet will also be shown in the Active users section. It is possible to revoke the invitation in the three-dot menu.

Invited user menu

If you need to assign another team member admin rights, choose Grant Team Admin in the three-dot menu and Revoke it at any point later.

Assigning admin rights

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