--- title: "Team Management" slug: "team-modification" updated: 2026-01-08T13:28:07Z published: 2026-01-08T13:28:07Z canonical: "help.csgi.com/team-modification" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.csgi.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Team Management Team Management gives administrators complete control over team configuration and collaboration settings. From the dashboard, you can manage team details, adjust channel access, and perform key actions like adding users or deleting a team. With these options, you can keep your teams organized, secure, and aligned with your collaboration goals. On the Teams dashboard, find the **team card** you want to modify **For Example**: In this case, we are considering the newly created team named **HiTech****.** - Click the **team card** to open the team **Overview** on the right-hand side of the screen. View team details in the panel (Team Name and Description, Templates Summary with counts for Drafts, Approved, In Review, and Active.) - Click **View All** to see all templates. - Click **Delete Team** to remove the team after reassignment. - Click **Edit Team** to update team details. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Team card click.png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) You can also, directly choose to edit or delete the team by following the below actions- - Click the **three vertical dots** (Overflow Menu) on the right-hand side of the team card. - From the **Overflow Menu**, choose one of the following: **Edit Team** or **Delete.** ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Modify Team(1).png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) When the user selects **Edit Team**, the team **Overview** opens on the right side of the screen. It includes the following editable and non-editable fields. To modify the team configuration, click **Edit Team** button at the bottom of the Overview section. - Click the **X icon** if you want to close the team details opened for editing. - The **Team Name** field is inactive. The team name can not be changed after the team is created. ### Modify Team Description - Click the **Team Description** field to modify the team description. You can add up to 1,500 characters. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Team details Modification(2).png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) ### Manage Access and Permissions - Click the **toggle button** under Access and Permissions to turn **ON** **additional channels** if you want to add more. - When the toggle is ON, the selected channels will be enabled for your team, granting members access according to the configured permissions. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) > > You **cannot turn OFF** the channel **once it is activated** in a team. The **toggle** remains **frozen** with a tooltip: “Cannot be turned off after creating team.” ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Access Permission Modify(1).png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) ### Manage Team Members - Click **View All** in the Members section, which redirects you to the User Management page and displays all team members belonging to the selected team. **For Example**: All members belonging to the **HiTech** team are displayed. - The list displays **existing team members** ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Members View All(1).png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) - CSG admins are added to all teams by default. - The team automatically includes all admins from its organization. #### Add Members - Click **Add or Edit** Members to add team members. The Add/Edit Members modal opens. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) > > Members who have access to the **channel assigned to the team** are eligible to be added to the team and appear on the Add/Edit modal. - Use the **search bar** to find and add a specific member or check the list of **available members** to add to the team. - To **Add** a member, click the **checkbox** next to the member’s name or click the **top checkbox** to select all eligible members for bulk addition. - To deselect members, **uncheck** the box next to the member names. - Click **Add Members** to update the team membership. A **t****oast message** appears confirming the update: “*Team membership updated successfully.*” - You are redirected back to the **Teams Dashboard** with updated members. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Add Edit Member(3).png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) ### View Templates - The Templates section displays the **total number of templates** assigned to the team and their sub-division under **Drafts**, **In Review**, **Approved**, and **Active** statuses. - **Template Color Indicators:** - **Yellow**- Templates *In Review* - **Green**- Templates *Approved or Active* - **Grey**-Templates in *Drafts* - Click **View All** in the Templates section to trigger the **Studio Redirect** modal. - Read the message that informs you about being redirected to [Studio](/cx/docs/using-variables-in-templates) for template editing and management. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) > > You’ll be taken to the Studio, where you can view and manage all templates created by the HiTech Team. This screen has different features for template editing and management. Are you sure you want to continue? - Click **Cancel** to stay on the current screen or click **Continue** to confirm the redirect. - By default, **Don’t show this again** is unchecked. If you select this option and click **Continue**, the pop-up will not appear next time. The system redirects you directly to the **Studio** without opening the pop-up. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Studio redirect.png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) - After redirecting, the **Templates** section in **Studio** displays the templates assigned to the team. **For Example**- The templates belonging to the **HiTech** team are displayed after getting redirected to **Studio**. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/View all templates(2).png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) ### Actions- Delete Team Delete Team permanently removes the selected team from the Teams Dashboard. This action is irreversible and deletes the team from the system once confirmed. - Click the **three vertical dots** (Overflow Menu) on the right-hand side of the team card. Or click the **team card** to open the team details section on the right-hand side. - From the Overflow Menu on the **team card** or the **team details section**, click the **Delete or Delete Team** button, respectively. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) > > A team can only be deleted if it has no template assigned, or all templates have been moved to another team before deletion. > > This team will be permanently deleted, and its members, roles, permissions, templates, assets, and channels will be moved into Primary Team. This action cannot be undone, and all impacted members will be notified. - A **Delete Confirmation** modal appears. **For example**- HiTech Delete Team Modal - In the confirmation modal click **Cancel** to return to the selected team card view or click **Delete** to confirm team deletion. - If you click **Delete to** confirm team deletion- ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Team Delete Modal(1).png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) ### How to Move a Template to Another Team Before Team Deletion - A toast message appears: “**Team *** is successfully deleted.**” - You return to the **Teams dashboard**. - The team card of the deleted team is removed from the dashboard. When you try to delete a team with templates assigned, a modal appears stating: > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) > > **Deletion not allowed** > > This team cannot be deleted; one or more templates are still associated with it. To delete this team, please first reassign or remove all templates linked to the team. - Click **Cancel**. The modal disappears, and the team details are displayed on the right-hand side. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Deletion not allowed modal.png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) - From the team details section, click **View All Templates**. A modal opens and redirects you to **Studio**. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Studio redirect.png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) - In **Studio**, the **Templates** section displays all templates within the team, grouped under **Drafts**, **Approved**, **In Review**, and **Active** statuses. - Locate the template you want to move and click the **three vertical dots** (Overflow Menu) next to the **preview** icon. - Select **Move to Another Team** from the menu. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/image(138).png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) - In the **Move Template screen**: - Choose the destination team from the **Move to another Team** dropdown list. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) > > A template can be moved to another team with the same channel permissions. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/image-1764934715051.png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) - Click **Continue** to confirm moving the template to the selected team. - A **toast message** appears: “(Template name) moved from Team** to Team ***.” - Repeat these steps for all templates until none remain in the original team. - Once all templates have been moved, you can delete the team using the standard [deletion](/cx/docs/team-modification#delete-team) steps. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/image-1764936279814.png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D) ### Actions- Save or Cancel - Click the **Cancel** button to close the team details panel and return to the full **Teams Dashboard** view, or click the **Save** button to apply all modifications made to the team. - Upon **successful save** action: - A **toast message** displays “Team Name*** updated with success.” - The team details panel closes, returning you to the Teams dashboard. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/image(144).png?sv=2026-02-06&spr=https&st=2026-10-26T15%3A00%3A46Z&se=2026-10-26T16%3A00%3A46Z&sr=c&sp=r&sig=3Xgu3%2FxRfNtGTwKGpYEmdPXMsOAJXnbUW9xI8h1tyAQ%3D)