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 opportunities.

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 you promote for a team don't just affect the portfolio — they also shape which opportunities surface for that team's members.

When a member browses new opportunities, uman filters the results to show only opportunities that match offerings promoted for their team. This means each team naturally sees the opportunities most relevant to their focus area, without needing to configure anything separately.

Opportunity statuses are also tracked per team. If a member in one team marks an opportunity as Active or Meeting Booked, it still appears as New for members in a different team. Each team works their own pipeline independently, even on shared accounts.