> For the complete documentation index, see [llms.txt](https://docs.theseaai.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.theseaai.com/accountsetup/team.md).

# Manage a team

{% hint style="warning" %}
**Note for Editors:** You can skip this page. Team and member management is solely handled by Team Leads and Organization Admins.
{% endhint %}

## Teams

Teams are required for editors and team leads to work in Beachside. You must belong to a team before you can create playgrounds.

#### Create a team

{% tabs %}
{% tab title="Organization Admin" %}
If you are new to Beachside and looking to create a team, on your first login you will be prompted to create your first team using <kbd>+ New Team</kbd> on the homepage.

**How to create a team**

1. Select the <kbd>Teams</kbd> tab in the top navigation
2. Select <kbd>+ New Team</kbd> on the left column
3. Give your team a name
4. (Optional) [Add members](#add-members)

{% hint style="info" %}
**Tip:** Each team works independently within your organization.
{% endhint %}

{% hint style="info" %}
**Tip:** If your organization is small, you might have just one team. Larger organizations typically create multiple teams for different projects, brands, or regions.
{% endhint %}
{% endtab %}

{% tab title="Team Lead" %}
As a Team Lead who is new to Beachside, your Organization Admin already invited you to a team.

**How to create a team**

1. Select the <kbd>Teams</kbd> tab in the top navigation
2. Select <kbd>+ New Team</kbd> on the left column
3. Give your team a name
4. (Optional) [Add members](#add-members)

{% hint style="info" %}
**Tip:** You will automatically be a member of all the teams you create. Your Organization Admin will be a member too.
{% endhint %}

{% hint style="info" %}
**Tip:** If your organization is small, you might have just one team. Larger organizations typically create multiple teams for different projects, brands, or regions.
{% endhint %}
{% endtab %}
{% endtabs %}

#### View team members

{% tabs %}
{% tab title="Organization Admin" %}
As an Organization Admin, you have full visibility across all teams to help you manage your organization effectively. You can see who belongs to each team and their roles.

As an Organization Admin, you have access to two different lists of members:

**How to view team members**

1. Select each team to see who is part of the team
2. You can filter by role (Team Lead or Organization member) by selecting <kbd>All roles ▾</kbd>.
3. Each member has an associated username, email, and avatar.
4. From this list, you can also [remove them from the team](#remove-a-member).

**How to view organization members**

1. Select <kbd>Teams</kbd> and <kbd>Manage Organization</kbd> at the bottom of the left sidebar to see the list of Admins, Team Leads, and Editors in your organization.
2. You can filter by role (Team Lead or Organization member) by selecting <kbd>All roles ▾</kbd>.
3. Each member has an associated username, email, and avatar.
4. From this list, you can also [change member's role](#change-members-role) and [remove them from the organization](#remove-a-member).

{% hint style="info" %}
**Tip:** Member roles are defined at the Organization level, not the team level.
{% endhint %}
{% endtab %}

{% tab title="Team Lead" %}
As a Team Lead, you can see who belongs to the teams you manage. This allows you to oversee your team composition and manage your editors effectively.

Unlike Organization Admins (who can view all teams across the organization), Team Leads only see members in teams they created. You won't have visibility into other teams in your organization.

**How to view team members**

Select each team to see who is part of the team. You can filter by role (Team Lead or Organization member) by selecting <kbd>All roles ▾</kbd>.

Each member has an associated username, email, and avatar.

From this list, you can also [remove them from the team](#remove-a-member).

{% hint style="info" %}
**Tip:** Member roles are defined at the Organization level, not the team level.
{% endhint %}
{% endtab %}
{% endtabs %}

#### Delete a team

{% tabs %}
{% tab title="Organization Admin" %}
As an Organization Admin, you have full authority to delete teams across your entire organization. This gives you the flexibility to restructure your organization, remove inactive teams, or consolidate teams as needed.

**How to delete a team**

1. From the homepage and the list of teams
   1. Find the team you want to delete
   2. Select <i class="fa-ellipsis-vertical">:ellipsis-vertical:</i>
   3. Select <kbd>Delete team</kbd>
2. From the <kbd>Teams</kbd> tab
   1. Find the team you want to delete in the left column
   2. Select <i class="fa-ellipsis-vertical">:ellipsis-vertical:</i>
   3. Select <kbd>Delete team</kbd>

{% hint style="warning" %}
When deleting a team, all the playgrounds within will be deleted. Images generated from this playground will still be visible in the Visuals tab. This action cannot be undone.
{% endhint %}

{% hint style="warning" %}
Deleting a team will remove all members' access to the team's playgrounds.
{% endhint %}
{% endtab %}

{% tab title="Team Lead" %}
As a Team Lead, you can delete teams you manage. This allows you to clean up your own team structure when teams are no longer needed.

**How to delete a team**

1. From the homepage and the list of teams
   1. Find the team you want to delete
   2. Select <i class="fa-ellipsis-vertical">:ellipsis-vertical:</i>
   3. Select <kbd>Delete team</kbd>
2. From the <kbd>Teams</kbd> tab
   1. Find the team you want to delete in the left column
   2. Select <i class="fa-ellipsis-vertical">:ellipsis-vertical:</i>
   3. Select <kbd>Delete team</kbd>

{% hint style="warning" %}
When deleting a team, all the playgrounds within will be deleted
{% endhint %}

{% hint style="warning" %}
Deleting a team will remove all members' access to the team's playgrounds.
{% endhint %}
{% endtab %}
{% endtabs %}

***

### Members

#### Add members

{% tabs %}
{% tab title="Organization Admin" %}
As an Organization Admin, you can add all member types to your organization. This allows you to build and manage your team structure effectively.

**Who you can add:**

* **Organization Admins:** Full rights to manage the organization.
* **Team Leads:** Oversee and manage specific teams.
* **Editors:** Responsible for visual creation within teams.

**How to add Organization Admins**

1. Select the <kbd>Teams</kbd> tab in the top navigation
2. Select <kbd>Manage Organization</kbd> at the end of the list of teams
3. Select <kbd>+ New Admin</kbd>
4. Add the member email you can also upload a CSV. You can add multiple members at once.
5. Add the member email. You can also upload a CSV. You can add multiple members at once.
6. Select <kbd>Send invites</kbd>
7. The new member will then appear in the section <kbd>ADMINISTRATORS</kbd>

{% hint style="info" %}
When you invite an Organization Admin without a Beachside account, they will receive an email invitation to join. Until they accept, their member status will show as "pending invitation."
{% endhint %}

**How to add Team Leads & Editors**

* Select the <kbd>Teams</kbd> tab in the top navigation
* Select the team you want to add members to
* Select <kbd>+ New Member</kbd>
* Add the member email. You can also upload a CSV. You can add multiple members at once.
* For each member, define their role: <kbd>Team Lead</kbd> or <kbd>Editor</kbd>
* Select <kbd>Send invites</kbd>
* The new member(s) will then appear in your team

{% hint style="info" %}
When you invite a member without a Beachside account, they will receive an email invitation to join. Until they accept, their member status will show as "pending invitation."
{% endhint %}

{% hint style="info" %}
**Tip:** After selecting member roles, they can only be edited at the Organization level, not the team level.
{% endhint %}
{% endtab %}

{% tab title="Team Lead" %}
As a Team Lead, you can invite and add Team Editors to the teams you manage. This allows you to onboard new editors and build your team as needed.

**Who you can add:**

* **Editors:** Responsible for visual creation within teams.

**How to add Editors**

* Select the <kbd>Teams</kbd> tab in the top navigation
* Select the team you want to add members to
* Select <kbd>+ New Member</kbd>
* Add the member email. You can also upload a CSV. You can add multiple members at once.
* Each member’s role will be <kbd>Editor</kbd>
* Select <kbd>Send invites</kbd>
* The new member(s) will then appear in your team

{% hint style="info" %}
You can only add Editors to teams you created. You cannot add Editors to teams created by others.
{% endhint %}

{% hint style="info" %}
When you invite an Editor without a Beachside account, they will receive an email invitation to join. Until they accept, their member status will show as "pending invitation."
{% endhint %}
{% endtab %}
{% endtabs %}

#### Change member's role

{% tabs %}
{% tab title="Organization Admin" %}
As an Organization Admin, you can upgrade or downgrade user roles across your entire organization. This gives you the flexibility to adjust permissions as team needs change.

**What you can change:**

* Upgrade Editors to Team Leads or Organization Admins
* Downgrade Team Leads to Editors or promote them to Organization Admins
* Change Organization Admins to Team Leads or Editors

**How to change a member's role**

1. Select the <kbd>Teams</kbd> tab in the top navigation
2. Select <kbd>Manage Organization</kbd> at the end of the list of teams
3. Use the <kbd>Role selector ▾</kbd> to change the member's role
4. The change of role is apply instantly
5. The role change applies instantly.
   {% endtab %}

{% tab title="Team Lead" %}
{% hint style="warning" %}
Team Leads are not permitted to change member's roles.

If you need this, contact your Organization Admin.
{% endhint %}
{% endtab %}
{% endtabs %}

#### Remove member

{% tabs %}
{% tab title="Organization Admin" %}
As an Organization Admin, you have two options when removing users: take them out of a specific team, or remove them from the organization entirely.

**How to remove a member from a team**\
Remove a member from a specific team while keeping them in the organization. The member remains active but loses access to that team's playgrounds.

Step-by-step

1. Select the <kbd>Teams</kbd> tab in the top navigation
2. Select the team where you want to remove the member
3. Search for the member you want to remove and click on <i class="fa-trash">:trash:</i>
4. Search for the member you want to remove and click <i class="fa-trash">:trash:</i>

**How to remove a member from the organization**\
Permanently remove a member from your organization. They lose access to all teams, playgrounds, and assets.

Step-by-step

1. Select the <kbd>Teams</kbd> tab in the top navigation
2. Select <kbd>Manage Organization</kbd> at the end of the list of teams
3. Search for the member you want to remove and click <i class="fa-trash">:trash:</i>

{% hint style="warning" %}
Both of these actions can't be undone and may remove playgrounds in the process.
{% endhint %}
{% endtab %}

{% tab title="Team Lead" %}
As a Team Lead, you can remove Editors from the teams you manage. Your removal capabilities are limited to teams you created.

**How to remove a member from a team**\
Remove a Team Editor from your team while keeping them in the organization. The user loses access to your team's playgrounds but remains active in the organization.

Step-by-step

1. Select the <kbd>Teams</kbd> tab in the top navigation
2. Select the team where you want to remove the member
3. Search for the member you want to remove and click on <i class="fa-trash">:trash:</i>
4. Search for the member you want to remove and click <i class="fa-trash">:trash:</i>

{% hint style="warning" %}
Team Leads cannot permanently remove users from the organization. Contact your Organization Admin if a user needs to be removed entirely.
{% endhint %}
{% endtab %}
{% endtabs %}


---

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