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The Teams page is where admins group users so their activity rolls up correctly on Overview, Work Explorer, and Opportunities. Leaders don’t need to touch this page, they see their team automatically. Open app.usefluency.com → Settings → Teams.
Settings Teams list showing team names, color dots, and member counts

Teams: the list of teams in your workspace, each with its color and member count.

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The teams table

The table lists every team in your workspace. Use the filter box to search by name, and select + Create to add a new team.
You can also create a team from the + Create button on Overview. It opens the same modal.

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Create a team

1

Open the create modal

On the Teams page, select + Create.
2

Name it

Give the team a name. Optionally add a short purpose and a color so it’s easy to spot in lists and charts.
3

Add members

Add people by name or email. A user can belong to more than one team.
4

Save

Select Create. The team appears in the table right away and is available across Overview, Work Explorer, and Opportunities.

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Edit or delete a team

Select any team in the table to open its detail page.
Team detail page showing the member list with names and emails

Team detail: the member list where you add or remove people, and the ⋯ menu for renaming, recoloring, or deleting the team.

From here you can:
  • Select + Member to add someone by name or email.
  • Use the trash icon next to a member to remove them.
  • Open the ⋯ menu in the top right to rename, recolor, or delete the team.
Teams are a grouping, not a permission. Adding someone to a team doesn’t change what they can see. Use Role on the Users page to control access.

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Confirm activity is rolling up

Once the team exists and the agent is deployed to its members, open Users and check that each member shows Capturing. Team activity starts building on Overview, Work Explorer, and the team’s own page within a few minutes.

Users

Check who’s capturing and manage roles.

Team Pages

See a team’s processes, AI automation opportunities, and headline metrics.

Rates

Set loaded labor rates so Opportunities can estimate savings.

Deploy the agent

Installers, permissions, and network allowlists.