> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage teams

> Organize users into teams to control access to catalogs, templates, and discounts.

{/* AUDIT NOTE: Nav confirmed — sidebar section is "Users & Team" (not "Users and teams"), sidebar item is "Team" (singular, URL /settings/user-team/team). Team list columns (Name, Reference, API Name) and button (+ New team, ⋮ menu with Edit/Delete) confirmed. */}

Teams let you group users and control which quote templates, catalogs, and resources they can access. This page shows you how to view, create, edit, and delete teams.

<Note>You must have the **Admin** role to manage teams.</Note>

## Access the teams screen

<Steps>
  <Step title="Open Settings">
    Click **Settings** in the left sidebar.
  </Step>

  <Step title="Navigate to Teams">
    In the **Users & Team** section, click **Team**.
  </Step>
</Steps>

## View and search teams

The teams list displays all teams in your workspace. Each row shows:

* **Name**: The display name of the team
* **Reference**: Internal identifier for the team
* **API Name**: Technical identifier used in integrations and API calls

**Search for a team**\
Use the search bar at the top to filter teams by name or reference.

**Navigate the list**\
At the bottom of the table, you can adjust the number of rows per page using the **Rows per page** dropdown and navigate between pages using the pagination controls.

## Create a team

<Steps>
  <Step title="Click New team">
    Click the **+ New team** button at the top right of the screen.
  </Step>

  <Step title="Configure the team">
    A new page opens where you can set the team name, reference, and assign members and resources.
  </Step>
</Steps>

<Tip>See [Create and configure a team](#) for detailed configuration options.</Tip>

## Edit a team

<Steps>
  <Step title="Locate the team">
    Find the team in the list you want to edit.
  </Step>

  <Step title="Open the menu">
    Click the **⋮** menu on the right side of the row.
  </Step>

  <Step title="Select Edit">
    Select **Edit** from the dropdown menu.
  </Step>

  <Step title="Save your changes">
    Make your changes and click **Save**.
  </Step>
</Steps>

## Delete a team

<Steps>
  <Step title="Locate the team">
    Find the team you want to delete in the list.
  </Step>

  <Step title="Open the menu">
    Click the **⋮** menu on the right side of the row.
  </Step>

  <Step title="Select Delete">
    Select **Delete** from the dropdown menu.
  </Step>

  <Step title="Confirm deletion">
    Confirm the deletion in the dialog that appears.
  </Step>
</Steps>

<Warning>Before deleting a team, ensure no users are assigned to it. Users assigned to a deleted team will lose access to templates, catalogs, and other resources linked to that team.</Warning>

## Common questions

<AccordionGroup>
  <Accordion title="What happens when I delete a team?">
    When you delete a team, users assigned to it lose access to any templates, catalogs, or discounts restricted to that team. Make sure to reassign users to another team before deletion.
  </Accordion>

  <Accordion title="Can a user belong to multiple teams?">
    Yes. A user can be assigned to multiple teams and will inherit access rights from all teams they belong to.
  </Accordion>

  <Accordion title="What is the API Name used for?">
    The API Name is a technical identifier used when integrating Qwoty with external systems or calling the Qwoty API. It ensures consistent references across integrations.
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Create and configure a team" icon="pen-to-square" href="#">
    Learn how to set up team members, assign catalogs, and configure access rights
  </Card>

  <Card title="Manage users" icon="user-gear" href="#">
    View, invite, edit, and delete users in your workspace
  </Card>

  <Card title="User roles" icon="shield-halved" href="#">
    Understand the permissions for Admin, Manager, Sales Rep, and Viewer roles
  </Card>

  <Card title="Quote templates" icon="file-invoice" href="#">
    Configure templates that combine catalogs, pricebooks, and contract models
  </Card>
</CardGroup>