Edit a Team
Team members can be assigned to specific teams in Canopy. Teams can be given different access and permissions in Canopy and will be the focus of future updates. For help creating a team, please follow the Create a New Team article. To get started editing a team, navigate to your Settings in Canopy.
What's in this Article
- Edit Or Delete Teams
- Edit a Team
- Delete a Team
Applicable Roles/Permissions/Licenses
- Roles: Admin
- Permissions: Teams
- Licenses: Any
Best Practice: One powerful way to utilize teams is to set folder permissions (and more, as functionality grows) for different teams. When you onboard new team members, you can add them to a specific team and have all of the team's permissions immediately apply to the new team member. No more sharing each file and folder with new team members one file at a time.
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. Click Edit team from the pop-out menu.
5. Change the Team name as needed.
6. 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.
7. 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.
