What's in this Article

Applicable Roles/Permissions/Licenses

For help creating a team, please follow the Create a New Team article. 

Edit a Team

1. To get started editing a team, navigate to your Settings in Canopy.

2. Select Team members & Teams from the left-side column.

3. Click on the Teams tab.

4. Click on a relevant Team's Options menu in the top-right corner of the team's box.

5. Click Edit team from the pop-out menu.

6. Change the Team name as needed.

7. Using the Team members dropdown menu, change the Team's selected team members.

• You can search for team members using the provided search box.
• Selected team members are indicated with a green checkbox.

8. Click on the Update team button to save your changes.

Delete a Team

Teams can be deleted. Once deleted, all team members will be removed from the specified team. To get started, navigate to your Settings in Canopy.

1. Select Team members & Teams from the left-side column.

2. Click on the Teams tab.

3. Click on a relevant Team's Options menu in the top-right corner of the team's box.

4. Select Delete team from the pop-out menu.

You can click Undo in the toast message to restore the team.