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Managing Teams

Work with multiple teams to organize your ZenSearch workspace for different departments, projects, or purposes.

Overview​

Teams in ZenSearch allow you to:

  • Organize users by department or project
  • Separate data and collections
  • Manage access independently
  • Switch between workspaces

Team Types​

Personal Teams​

  • Created automatically for each user
  • Single member (you)
  • For personal use and testing

Shared Teams​

  • Multiple members
  • Collaborative workspaces
  • Shared connectors and collections

Viewing Teams​

Access Teams Tab​

  1. Go to Team in the sidebar
  2. Click the Teams tab
  3. See all teams you belong to

Team Information​

Each team shows:

  • Team name and description
  • Team type (Personal/Shared)
  • Member count
  • Your role in the team

Switching Teams​

Change Active Team​

  1. Click your current team name in the header
  2. Select a different team
  3. Context switches immediately

What Changes​

When you switch teams:

  • Connectors show team's sources
  • Collections show team's collections
  • Agents show team's agents
  • Search scope changes

Creating Teams​

Create a New Team​

  1. Go to Team → Teams tab
  2. Click Create Team
  3. Enter team details:
    • Name: Team display name
    • Description: Optional description
  4. Click Create

You become the Owner of any team you create.

Team Settings​

Accessing Settings​

  1. Click Options on a team card
  2. Select Settings

Configurable Options​

SettingDescription
NameTeam display name
DescriptionTeam description
Default RoleRole for new external users
Max External RoleHighest role for external users

Leaving Teams​

Leave a Team​

  1. Click Options on the team card
  2. Select Leave Team
  3. Confirm your decision

Restrictions​

You cannot leave a team if:

  • You are the only Owner
  • You must transfer ownership first

Deleting Teams​

Delete a Team​

Only Owners can delete teams:

  1. Click Options on the team card
  2. Select Delete Team
  3. Confirm deletion

What Gets Deleted​

  • All team connectors
  • All team collections
  • All team agents
  • All team settings
warning

Deleting a team is permanent and cannot be undone. All data will be lost.

Multi-Team Strategies​

By Department​

Teams:
├── Engineering Team
│   ├── GitHub connector
│   ├── Confluence connector
│   └── Engineering Collection
├── Sales Team
│   ├── Salesforce connector
│   ├── HubSpot connector
│   └── Sales Collection
└── HR Team
    ├── Google Drive connector
    └── HR Collection

By Project​

Teams:
├── Product Launch 2024
├── Infrastructure Upgrade
└── Customer Migration

By Access Level​

Teams:
├── All Employees (broad access)
├── Leadership (sensitive data)
└── Contractors (limited access)

Best Practices​

Organization​

  1. Create teams with clear purposes
  2. Use descriptive names
  3. Document team purposes
  4. Review team structure regularly

Security​

  1. Separate sensitive data into restricted teams
  2. Audit team membership
  3. Use appropriate role assignments
  4. Review team permissions periodically

Maintenance​

  1. Archive inactive teams
  2. Clean up unused connectors
  3. Remove departed members
  4. Update team documentation

Troubleshooting​

Can't See Team​

  1. Verify you're a member
  2. Check with team Owner
  3. Request invitation

Can't Create Team​

  1. Verify your account permissions
  2. Check subscription limits
  3. Contact support

Can't Delete Team​

  1. Confirm you're the Owner
  2. Check for active dependencies
  3. Transfer data if needed

Next Steps​