> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gu1.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How to configure and manage teams

> Create teams and open each team's settings in the Gu1 dashboard.

## Where in the dashboard

| Action                       | Path                      | URL                                                                              |
| ---------------------------- | ------------------------- | -------------------------------------------------------------------------------- |
| Roster, create team, members | `/teams`                  | [https://app.gu1.ai/teams](https://app.gu1.ai/teams)                             |
| One team’s settings          | `/teams/:teamId/settings` | `https://app.gu1.ai/teams/{teamId}/settings`                                     |
| Roles (RBAC)                 | `/teams?section=roles`    | [https://app.gu1.ai/teams?section=roles](https://app.gu1.ai/teams?section=roles) |

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

## 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](https://app.gu1.ai/teams?section=roles).

## Create a team

<Steps>
  <Step title="Open Teams and Roles">
    Go to [https://app.gu1.ai/teams](https://app.gu1.ai/teams).
  </Step>

  <Step title="Create Team">
    Use **Create Team** (or the team admin modal).
  </Step>

  <Step title="Details">
    Name, description, and type/color options if shown.
  </Step>

  <Step title="Members">
    Add organization members. **In-team** roles (e.g. team admin/member/viewer) are separate from org RBAC roles.
  </Step>

  <Step title="Save">
    Confirm creation.
  </Step>
</Steps>

## 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**.

## Members vs roles vs teams

| Concept        | Where                                           | Purpose                              |
| -------------- | ----------------------------------------------- | ------------------------------------ |
| Org membership | [Teams](https://app.gu1.ai/teams)               | Can they access this organization?   |
| RBAC roles     | [Roles](https://app.gu1.ai/teams?section=roles) | What can they do in the product?     |
| Team           | `/teams` + settings                             | Which operational group are they in? |

<Warning>
  Removing someone from every team **does not** revoke organization access. Deactivate / remove membership from the profile on `/teams`.
</Warning>

## Common team types

<CardGroup cols={2}>
  <Card title="Compliance" icon="shield-check">
    AML/CFT alerts, investigations, reporting.
  </Card>

  <Card title="Fraud" icon="user-secret">
    Transaction monitoring and fraud cases.
  </Card>

  <Card title="Legal" icon="scale-balanced">
    Escalated cases and regulatory review.
  </Card>

  <Card title="Operations" icon="headset">
    Front line: day-to-day alerts.
  </Card>
</CardGroup>

## Related tutorials

<CardGroup cols={2}>
  <Card title="Invite members" icon="user-plus" href="/en/tutorials/invite-members">
    Invitations from `/teams`
  </Card>

  <Card title="Manage roles" icon="shield-halved" href="/en/tutorials/manage-roles">
    RBAC permissions
  </Card>
</CardGroup>