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Teams

What Teams Are For​

The Teams tab is used to manage user teams within the organization in Siesta AI. Teams allow for logical grouping of users and managing their access to AI agents and other application features.

Each team:

  • has its own name and description,
  • contains specific users,
  • determines which agents team members have access to (agent assignment is in preparation).

Teams Table​

On the main screen of the Teams tab, a list of all created teams is displayed in the form of a table.

Displayed columns:

  • Name – team name
  • Description – brief description of the team's purpose
  • Agents – specification of which agents the team has access to (currently only "All")
  • Users – list or shortcuts of team members
  • Actions – additional team management options

At the top of the page, the following is available:

  • team search,
  • Add Team button.

Team Overview

Creating a New Team​

Clicking on Add Team opens a form to create a new team.

Form Fields

  • Name – required field for entering the team name (e.g., Team Fist Alpha).
  • Description – optional field for a brief description of the team's purpose.
  • Users – search field for adding users to the team.

Actions

  • Submit – creates the team and saves its settings

Creating a Team

Team Detail​

Open a specific team from the teams table to review and maintain its details.

Displayed information:

  • team name,
  • description,
  • list of users who are team members.

From the team detail, it is possible to:

  • edit the team name and description,
  • add or remove users.
  • review which people belong to the team before granting access to shared agents, workflows, or tools.

Team Detail

Access to Agents​

Each team can be used as an access boundary for AI agents and shared workspaces. Keep teams aligned with real departments or project groups so permissions stay easy to review.

When a resource is shared with a team, every member of that team may receive access according to the resource's permission settings. Before sharing production agents or workflows, open the team detail and verify that the member list is correct.

Troubleshooting Team Access​

If a user cannot access a shared resource:

  1. Open the user detail and confirm the user is in the expected team.
  2. Open the team detail and confirm the member list is current.
  3. Open the agent, workflow, or connection and confirm it is shared with that team.
  4. Check the user's role if the resource requires admin or edit permissions.

Typical Use of Teams​

The Teams tab is primarily intended for:

  • dividing users by roles or projects,
  • managing access to AI agents,
  • easier management of a larger number of users,
  • ensuring a clear organizational structure.

Summary​

Teams in Siesta AI provide a fundamental mechanism for organizing users and controlling access to AI functions. Properly configured teams simplify application management and enhance both security and clarity of work.