Create a team
Organization administrators can create teams.1
Open Flow Teams.
Open Settings → Flow Teams.
2
Start a new team.
Select New team.
3
Enter the details and create the team.
Enter the name, description, and conversation prefix. Then select Create team. Flow saves
the team at this point. Members and Features stay Not started until the team is
created.
4
Add members.
Under Members, add people, send invitations, or map a directory group. Choose the team roles
they need.
5
Turn on features.
Turn on the features the team needs.
6
Save.
Select Save & finish.
HELP-123. You set the prefix when you create the
team. You cannot change it later in Details.
You do not need single sign-on (SSO) or Directory Sync to create a team or add members manually. Group mapping
requires Directory Sync; SSO alone is not enough. If it is not configured, open Members → Directory groups to see
Requires Directory Sync. Organization administrators can select Set up to open Identity
settings in a new tab and keep team setup open. Team Managers should ask an organization
administrator to configure Directory Sync. You can also continue without mapping a group.
A directory mapping enrolls the group’s existing and new members automatically. It is separate
from requester accounts created when someone first messages Flow. See
Syncing a group to a Flow team.
Managing a team
Open Settings → Flow Teams, then expand a team.
Organization administrators can manage every team. Team Managers can manage the teams they belong
to.
Connect and manage Slack or Microsoft Teams under Settings → Chat.
Members who arrive through a mapped directory group show a pill with the group name. Hover the pill
to see the default role the group grants. You can change any member’s role, including a group
member’s; the change applies even when it is lower than the group default. To return a group member
to group management, choose the group’s default role again. You cannot remove a group member from
the team in Flow; remove them from the group in your identity provider.
Removing a direct team membership does not remove organization membership. Other team grants,
including directory group mappings, still apply. Removing a directory mapping can also remove
directory-managed organization access if it was the person’s only grant; see
Identity and directory.
Flow prevents the last Manager from being removed or downgraded through manual membership changes.