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Teams group members so they share the same categories, resources, and credits. For what teams control and who can manage them, see How teams work in Profound.

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Create a team

  1. Select your organization name at the top left of the platform, then select Settings.
  2. Select People under Organization in the left navigation sidebar, then select the Teams tab.
  3. Select Create team.
  4. Enter a Team name, for example “EMEA Marketing”. Team names must be unique within your organization.
  5. Enter an optional Team description.
  6. Select Create team.
The team’s page opens. Add the team’s categories and members there.

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Manage teams

The Teams tab shows every team in your organization with its members. Switch between grid and list view, search by team name, or filter by Category. To open a team, select it, or open its … action menu and select Open. On the team’s page, select the name or description to edit it in place, or select the team icon to change its color. Everyone in your organization sees the new name.

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Manage a team’s categories

  • Add categories: In the Categories section, select Add category. Select the categories the team should have access to, or select the checkbox in the header row to select them all, then select Add category. The table shows each category’s allocated prompts, regions, and languages.
  • Remove a category: Open the … action menu in the category’s table row and select Remove category, then confirm. Members lose access to the category through this team, but keep it if they have it directly or through another team.
Team access adds to the category access members already have. To limit a member to their team’s categories, edit their category access in the Members tab on the People page. Learn more in Add and manage organization members.

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Manage a team’s members

  • Add members: In the Members section, select Add member. Search for and select the users to add, then select Add users. Only members of your organization can join a team, so invite new people to the organization first.
  • Remove a member: Open the … action menu in the member’s table row and select Remove member, then confirm. They lose the categories and shared resources they had through this team.

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Delete a team

In the Teams tab, open the team’s … action menu and select Delete team, then confirm. Members lose the categories, shared resources, and wallet they had through the team.
Deleting a team can’t be undone. Before you delete it, make sure its members have the access they need directly or through another team.

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Request a team wallet

Profound sets up team wallets. To give a team its own credits, send your Profound account team the team name and its monthly credit budget. Once the wallet is set up, the team’s page shows the credits left and the date the wallet resets. Learn how wallets are used in Team wallets.

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Share a resource with a team

  1. Open a Dashboard, Document, Sheet, Agent, or Workflow, then open its sharing options.
  2. In the search field, type the team’s name and select it from the Teams group.
  3. Choose the access level, then select Share.
The list includes every team in your organization.