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Choose the source of a team

Pick the source workspace for a team and filter which users it includes.

  1. Select an integrated workspace as source workspace.

    Select an integrated workspace as source workspace.

  2. Fill in the form fields. The required information changes depending on the workspace you've selected.

    Fill in the form fields. The required information changes depending on the workspace you've selected.

  3. Filter: Include or Exclude users based on role/group (optional).

    Filter: Include or Exclude users based on role/group (optional).

  4. Choose the role/group that will be affected by the Include/Exclude filter.

    Choose the role/group that will be affected by the Include/Exclude filter.

  5. Example: This filter will include all users who have the 'Admin' role.

    Example: This filter will include all users who have the 'Admin' role.