Unified team management

Teams, members, vault access, and roles

This page replaces the old drawer and vault access panel. Start by creating or selecting a team, then manage team details, invite members, and assign vault-specific access from one workflow.

Plans
Step 1

Create or select a team

Everything below applies to the team you choose here.

Create team

Create a new team to start assigning members and vault access.

Current team

Select the team you want to manage across members and vaults.

Team context

The selected team drives team actions, invitations, member listings, and vault access rules below.

Step 2

Team details and lifecycle

Rename the selected team, leave it, or delete it.

Rename selected team

Update the display name used across the dashboard, relay, and vault views.

Danger zone

These actions affect your membership or the entire team.

Leave team?

You'll lose access to team transfers and team settings.

Step 3

Team members

Invite teammates and manage their team-wide role.

Invite a teammate

Add a member to the selected team, then grant vault access in the next section.

Team

Org Admin Full team management.

Admin Manage teammates.

Relay Only Relay files only.

Email Status Role Actions
Step 4

Vault access and permissions

Grant a selected team member access to a vault and manage vault-specific permissions separately from the team role.

Read only Browse and download.

Read and write Upload, edit, and move content.

Manage access Control vault membership and permissions.

Vault Member Team role Vault permission Actions
Pro feature View plans

Unlock centralized team management

Subscriptions unlock team creation, shared workspaces, and member management. Existing memberships still respect your assigned access.