A Team is a group of users within your workspace. Once you've set up teams, you can configure portfolio visibility rules per team, so each group sees the most relevant offerings, references, and thought leadership, and the right leads.

Teams are managed in Settings → Teams. Only workspace admins can create and manage teams.

To create a team:

To add members to a team, open the team and go to the Users tab. You can add users one by one, or use the Import button to add multiple users at once by email address.

You can also assign a user to a team from their individual member settings.

The real power of teams lies in the Portfolio configuration tab. Here you can set visibility rules per offering that apply to all members of that team.

Each offering can be set to one of two states:

Rules automatically cascade to sub-offerings, linked reference cases, and thought leadership, unless you override them individually. You can also use Select all to promote all top-level offerings at once.

The offerings a team focuses on shape which leads its members see first: leads that match those offerings are featured in the team's new leads, so each member can spend time on what matters most to them.

A lead has a single status, shared across your whole workspace. When anyone marks a lead as Active, Meeting booked, or Disqualified, it updates for everyone. There is no separate status per team. uman keeps a timeline of who changed the status and when, so you can see how the lead progressed.