Who Can Do This?
Dashboard Users
Owners
Teams are a great way to keep relevant forms or workflows organized for a specific group of users.
If you haven't already, please take a look at this article to learn more about who has access to teams and what permissions they are allowed.
Once you are logged into your Script account, click the Teams button in the blue navigation bar on the left side of your page.
Here you will see all current teams that exist within your organization. To create a team, click Create New Team.
Your configuration window will open on the right side of your screen.
You can upload an image to use as your team banner, but it is not required. The ideal size for a team banner image is 2556px x 720px. Don’t worry if you don’t have an image with those exact dimensions, you can upload an image of any size and crop it to fit. When no banner image is provided, the team color is prominently displayed. Team banner images are considered public content and are publicly available to anyone on the internet who knows the image’s URL. While it is unlikely that anyone would access this URL, it is possible. We recommend that you only use images that are okay to be publicly displayed as banners.
Enter a Team Name of your choosing that is unique and easily recognizable.
Enter an optional Description of this team that will help your organization identify the purpose and intent of the team.
Choose the Team Color from the dropdown menu. Team colors are an opportunity to brand a team so that it is easier to identify in the dashboard. Colors are used as an accent on the All Teams page and are prominently displayed when no banner is provided.
Click Add Owner to add a team owner. You can add as many as you would like, but your team will need at least one.
Click the purple Create Team button at the bottom of this window. Your new team will now appear under All Teams.
Click on your team to continue configuring its details and exploring its content.
The team's Overview will open first. If you are a team member or team owner, the Overview is where you'll be able to view any pending work that has been assigned to your team, the workflows associated with this team, the forms associated with this team, the other members of this team, and any pending member requests.
Click the purple View Inbox button to view the team's inbox.
Click Create New Workflow to create a new workflow that will automatically be associated with this team.
Click Create New Form to create a new form that will automatically be associated with this team.
From the white navigation bar on the left side of your screen, click Members. Here you will see the current team members listed.
Click the purple Add Members button to add additional members.
Select the checkbox next to a team member's name, and click Remove Selected to remove that team member.
Note: Removing a team owner only demotes them to a team member. To completely remove their access to the team, be sure to remove them as a member as well.
From the white navigation bar on the left side of your screen, click Options. Here you will see the settings for this particular team.
Click Add Owner on the right side of this page to add a team owner.
Click Edit Team Banner to change the image that appears as this team's banner.
Click the purple Edit buttons to edit the team name, team description, or team color.
Click the red Delete button to delete this team completely. If a user only has access to certain forms or workflows through this team, they will lose that access when this team is deleted.
To associate an existing form or workflow with a team, follow these steps:
Navigate to the form or workflow you'd like to associate with a team.
From the white navigation bar on the left side of your screen, click Options.
At the bottom of this page, click the red Associate button and select the correct team from the dropdown menu.
Click the purple Save button.
Now click Manage Access from the white navigation bar on the left side of your screen.
Scroll down to the section labeled Manage Team Access.
Click the purple Edit button and select the appropriate access level that all members of the team will have to this form or workflow.
Click the purple Save button.
To transfer a form or workflow from one team to another. follow these steps:
Navigate to the form or workflow you'd like to transfer to a different team.
From the white navigation bar on the left side of your screen, click Options.
At the bottom of this page, click the red Transfer button and select the new team from the dropdown menu.
Click the purple Save button.
The new team will have the same access level that the previous team did by default, but you can adjust this if needed. To change the new team's access, click Manage Access from the white navigation bar on the left side of your screen.
Scroll down to the section labeled Manage Team Access.
Click the purple Edit button and select the appropriate access level that all members of the new team will have to this form or workflow.
Click the purple Save button.
To remove a form or workflow's association from a team. follow these steps:
Navigate to the form or workflow you'd like to remove from a team's association.
From the white navigation bar on the left side of your screen, click Options.
At the bottom of this page, click the red Transfer button and select Remove Team Association from the dropdown menu.
Click the purple Save button.