Teams
Teams are named groups of users within a business account. Instead of inviting individuals to a project one by one, you can add an entire team at once. Teams are shared across the account and can be used in any project.
Creating a team
Section titled “Creating a team”- Go to Account → Teams
- Click Create Team
- Give the team a name (e.g. “Frontend Team”, “Stakeholders”, “Design Partners”)
- Add members by selecting users from your account
Adding members to a team
Section titled “Adding members to a team”Open a team from Account → Teams and use the Add Users action. Members must already have a Vanillaround account associated with your business account.
Adding a team to a project
Section titled “Adding a team to a project”- Open the project
- Go to Project → Settings → People → Add Team
- Select the team
- Choose the role (Provider or Client) for all members being added
Individual role assignments cannot be made when adding via team — all team members get the same role. If some team members need a different role, invite them individually after the team is added and change their role manually.
Removing a member from a team
Section titled “Removing a member from a team”Open the team in Account → Teams and remove the individual member. Removing someone from a team does not automatically remove them from projects they were added to via that team — project membership is managed separately.
Renaming and deleting teams
Section titled “Renaming and deleting teams”Teams can be renamed at any time. Deleting a team removes the grouping but does not affect existing project memberships.
When to use teams
Section titled “When to use teams”Teams work best for stable groups that recur across projects:
- Your core delivery team (always added as Providers to new projects)
- A recurring group of stakeholders from a long-term client
- A design or QA team that joins every project at a certain phase