Teams and Collaboration
Teams are shared workspaces. Multiple people can upload, organize, and download from the same set of files — useful for client-team collaboration, agency departments, or contractor handoffs.
Creating a team
- Go to Teams in the sidebar
- Click Create Team
- Enter a name and optional description
- Click Create — you become the team owner automatically
Inviting members
- Open the team and go to the Members tab
- Enter the person's email and pick a role (see roles below)
- Click Send Invite
- They receive an email and see the invite on their Teams page — they click Accept or Decline
- Pending invites expire after 7 days if not accepted
Roles
- Admin — can upload, delete, and manage members
- Member — can upload and view files
- Viewer — can only view and download (read-only)
Team files
Click the Files tab inside a team. It works just like My Files — upload, create folders, organize. All team members see the same files; what they can do with them depends on their role.
Managing members
- Owners and admins can change roles or remove members
- Any member can leave a team on their own
- Owners can delete the entire team — all team files go with it, so warn before deleting
Use cases
- Client × agency: create a team for each client engagement, invite the client as Viewer, give your designers Member access. Keeps deliverables organized.
- Department workspace: one team per department (Marketing, Finance, Ops). Members get full access to their team only.
- Contractor handoff: create a team, invite the contractor as Member, share files. When the engagement ends, remove them — they lose access immediately.