In this article:
- General team attributes
1.1 Deleting your team
- Apps & integrations
3.1 Team signup mode
3.2 Invitation settings
3.3 Sharing settings
3.4. Board content settings
- Billing Information
- Active users: rights management
To open the Team settings, click the name of your team with a gear icon on the Dashboard:
Team Settings button
You will see the following menu on the left:
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.
Deleting your team
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
Team Signup Mode
Find out more in the corresponding article Managing Team Discovery and Access. Choose the signup mode for your team:
- Discoverable and open to anyone with a certain domain
- Discoverable, but open only after the admin's approval.
Team signup mode
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
Find out more in the corresponding article Default Sharing Settings.
Team sharing settings
Board content settings
Board content settings
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
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
Assigning admin rights