This guide explains how to create and manage teams, set access levels, and coordinate team projects and roles for optimal collaboration.
What is a Team?
Teams groups users who share access to a set of projects. Assigning a project to a team ensures continuity. Team members retain access even if individual project owners change.
Teams operate at both team-level (who can join/manage) and project-level (what each member can access/edit).
Organizations & Team Visibility
Organization admins can see all teams and projects, regardless of privacy settings.
Public vs. Private Teams
- Public teams: Anyone in your organization may join public teams.
- Private teams: Only team admins can add members. Projects and membership are hidden unless explicitly invited.
To toggle privacy, go to Team Settings & Members from your dashboard and select public or private.
Creating a Team
- Click New Team on your dashboard.
- In the modal, choose:
- Team name
- Public or private status
- Users to invite
Existing Discuss users are added instantly. New users receive an invitation to join. All settings can be edited later.
Roles & Permissions
- Team Owner/Admin: Full control – manage members, transfer projects, branding, and seat requests.
- Team Member: Can access public team projects and participate as permitted.
- Organization Admin: Can manage all teams and projects within the organization.
Team Settings & Branding
Team Owners can request our support team to apply branding controls to apply logos, colors, and white-label meeting visuals. Contact our support team through this form, and we can set up white-labeling for you.
Moving Projects into a Team
- Open the project and go to the settings tab.
- Select Settings.
- Use the Team Assignment dropdown to select a team you belong to.
Project Visibility vs. Team Privacy
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Public projects: Visible to all team members and discoverable via search.
- Private projects: Only visible to explicitly added collaborators—even in a public team.
Project-Level Roles
- Project Owner: Full control. They cannot be removed unless ownership is transferred.
- Editors, Collaborators, Recruiters, Viewers: Role-specific access depending on project needs.
Some roles depend on seat availability, especially in seat-based organizations (e.g., Researchers vs. Viewers).