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Where in the dashboard

Do not use Settings > Teams as the primary path: the nav item is Teams and Roles.

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What teams are for

Teams group people for operations (case assignment, SLAs, collaboration). They do not replace the RBAC permission matrix — permissions live under Roles.

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Create a team

1

Open Teams and Roles

Go to https://app.gu1.ai/teams.
2

Create Team

Use Create Team (or the team admin modal).
3

Details

Name, description, and type/color options if shown.
4

Members

Add organization members. In-team roles (e.g. team admin/member/viewer) are separate from org RBAC roles.
5

Save

Confirm creation.

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Configure an existing team

  1. From /teams, open the team or go to /teams/{teamId}/settings.
  2. Adjust name, assignment rules, schedules, SLAs, and membership as exposed in Team settings.

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Members vs roles vs teams

Removing someone from every team does not revoke organization access. Deactivate / remove membership from the profile on /teams.

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Common team types

Compliance

AML/CFT alerts, investigations, reporting.

Fraud

Transaction monitoring and fraud cases.

Legal

Escalated cases and regulatory review.

Operations

Front line: day-to-day alerts.

Invite members

Invitations from /teams

Manage roles

RBAC permissions