Managing Your Team

Available for: Team plan, Free plan (limited functionality)

Set up by: Account admins

In this article:

1. General team attributes
   1.1 Deleting your team
2. Apps & integrations
3. Permissions
   3.1 Team signup mode
   3.2 Invitation settings
   3.3 Sharing settings
4. Billing Information
5. Active users: rights management

To open the Account Settings, click the name of your team with a gear icon on the Dashboard:

Account Settings button

You will see the following menu on the left:

Account Settings

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.

Team profile

The next section is Plan Details. Here you can see the size of your team and the expiration date of your account.

Here you can also submit the inquiry for Day Passes if you wish to purchase the Enterprise Plan - just click Contact me about Day Passes.

Plan details

Deleting your team

You can also delete your account in the Team Profile tab. If you have an active subscription with the account that you intend to delete, 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

Sharing Settings

Find out more in the corresponding article Default Sharing Settings.

Team sharing settings

Billing Information

In this tab, you will find the 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.

If there are Viewers or Commenters on any of the boards in this Team, you will see a notification that some users have access to some boards.

A non-team user

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

Invited users who haven't confirmed the invitation yet will also be shown in the section of Non-team users. It is possible to change them to Members or revoke 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