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Editing, Closing, and Archiving Teams

Editing a Team

  1. Open the team detail page.
  2. Click Edit.
  3. Update fields and save.

Closing a Team

When the assessment period is complete:

  1. Select the Close action.
  2. Confirm in the dialog.

A closed team cannot accept new usermembers or send new invitations. In-progress usermembers can finish their assessments. The team remains visible with a Closed status.

Archiving a Team

Archive a team to remove it from your default working view without deleting it. Archived teams remain accessible from the Archived tab in the team list.