Teams, roles and settings

Projects always belong to a team. A team decides who sees and edits a project. An organization can have any number of teams, and a person can be in several teams.

There are two kinds:

• Personal: Betterplan creates a personal team for everyone automatically. It has no other members, its name cannot be changed, and you cannot delete it.
• Shared: A team you create yourself and share with colleagues.

Choosing and creating a team

At the top of the sidebar is the selector for organization and team. Clicking it opens the menu with All Teams, your personal team and your shared teams. When you pick a team, the start page shows only its projects, and the sidebar gains a Team section with Settings and Members.

The team menu with a shared team (1) and the entry for creating one (2). The Product team is a temporary example team; the personal team carries a neutral name for the capture.

To create one, choose Create Team in <organization> (2). Betterplan asks for the team name in a small browser dialog; afterwards you are the owner of the new team. The entry only appears while your organization is in its trial or has an active subscription, see Subscription and trial.

The three roles

Each team member has a role: Owner, Admin or Member. The role only applies in that team.

Action	Owner	Admin	Member
View team and members	yes	yes	yes
Change the team name	yes	yes	no
Add members (as Member or Admin)	yes	yes	no
Remove members	yes	yes, except the owner	no
Transfer ownership	yes	no	no
Delete the team	yes	no	no

A team has exactly one owner: the person who created it, or whoever took over ownership. When adding people you only choose Member or Admin.

Organization owner

The organization's owner is not automatically the owner of every team. They can, however, transfer a team's ownership even without being its owner. Otherwise they cannot manage teams in the interface where they are only a member.

Managing team members

Under Team → Members you see all members with email, role and join date.

The team members with **Add Member** (1), the roles (2) and the remove icons (3). Mia Muster and Jonas Beispiel are temporary example guests; their email addresses are neutralized for the capture. The app shows the roles in lower case.

The remove icon (3) takes effect immediately without confirmation; for the owner it is disabled. Only team owners and admins see the buttons.

Adding a member

Click Add Member (1). In the Add Team Member dialog you pick a person from your organization under User and Member or Admin under Role.

The add dialog with user (1), role (2) and confirmation (3). Lea Probe is a temporary example guest; she was not actually added for the capture.

Only members of the organization appear in the list. If someone is missing, they must join the organization first, see Members.

Team settings

Under Team → Settings you find the Team Name, the number of Members, Your Role, the Type (Personal or Shared) and the number of Projects.

The team settings with team name (1), your role (2) and the **Ownership** section (3). The Product team is a temporary example team. The button label is untranslated in the app.

Change the name and click Save Changes; only owners and admins can do that. For a personal team the field is locked.

Transferring ownership

In the Ownership section (3) you hand ownership to another organization member. The previous owner becomes an admin. The team owner and the organization owner can do this.

The transfer dialog with the list of possible new owners (1) and the transfer button (2). The dialog is only opened, not confirmed. The app shows this dialog in German even in English; the two names are temporary example guests.

Pick a person under the owner selection and confirm. If the person is not yet in the team, they are added.

Deleting a team

The Danger Zone with Delete Team is only visible to team owners. If the team still has projects, the button is disabled: delete or move all projects first.

After **Delete Team**, the danger zone (1) asks once more (2). Captured without confirming; the example team was removed another way afterwards.

warning

Yes, Delete Team cannot be undone.

Organization settings

Under Organization → Settings you find Organization Name, Domain and Your Role. Only owners change the name; they confirm with Save Changes. Below is the Danger Zone with Delete organization: it deletes the entire organization with all data and members. To confirm you type the organization name, and with an active subscription you must cancel it first, see Subscription. At the very bottom, About Betterplan shows the current version (the app currently shows this heading in German).

The organization settings with name (1), role (2) and danger zone (3). The organization name is neutralized for the capture.

See also

• Members
• Project settings: Team
• Involving stakeholders