Teams

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Overview

Teams group users and control how permissions apply. Poolside uses role-based access control (RBAC). Roles define permissions, you assign roles to teams, and users inherit permissions through their team memberships. You manage teams from Organization > Teams in the Poolside Console.

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How teams work

• Single role per team: Each team is assigned exactly one role.
• Role reuse: A role can be assigned to multiple teams.
• Permission inheritance: Users inherit permissions through the role assigned to their team.
• No direct permissions: Teams do not define permissions themselves. They determine which role’s permissions users receive.

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Create a team

Prerequisites

• You belong to a team with the tenant-admin role.

Steps

1. In the Poolside Console, navigate to Organization > Teams.
2. Click New Team.
3. Enter a team name.
4. Select a built-in or user-created role to assign to the team.
   • If you do not select a role, Poolside assigns the developer role by default.
   • The access details for the selected role are shown for reference.
5. Click Create.

The team is created and immediately available for user assignment.

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Add users to a team manually

Prerequisites

• You belong to a team with the tenant-admin role.

Steps

1. In the Poolside Console, navigate to Organization > Teams.
2. Select a team to open the team details page.
3. Click Add User.
4. Enter one or more email addresses. You can also paste a comma-separated list of emails.
5. Click Add.

For existing users, team membership and access changes take effect immediately. New users are invited and added to the specified teams when they sign in for the first time.

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Import users to teams from a CSV

Use a CSV file to add multiple users and assign them to teams in a single upload. Prerequisites

• You belong to a team with the tenant-admin role.

Steps

1. In the Poolside Console, navigate to Organization > Teams.
2. Select a team to open the team details page.
3. Click Add User.
4. Select Batch Import.
5. Download the CSV template.
6. Populate the file with user email addresses and team IDs.
   You can assign different teams to different users in the same file. To find a team’s ID, open the team details under Organization > Teams.
   Example:
   Copy

   team_id,email
   example-team-1-id,user1@company.com
   example-team-2-id,user1@company.com
   example-team-1-id,user2@company.com
   example-team-2-id,user2@company.com
   
7. Upload the completed file and click Add.

For existing users, team membership and access changes take effect immediately. New users are invited and added to the specified teams when they sign in for the first time.

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Export team users

Export team users to review team membership. Prerequisites

• You belong to a team with the tenant-admin role.

Steps

1. In the Poolside Console, navigate to Organization > Teams.
2. Select a team to open the team details page.
3. Click Export Users.

A CSV file downloads to your machine containing each user’s ID, name, email address, and assigned teams.

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Edit a team

Change the team name or assigned role. The changes apply to all users in the team. Prerequisites

• You belong to a team with the tenant-admin role.

Steps

1. In the Poolside Console, navigate to Organization > Teams.
2. Select a team to open the team details page.
3. Click Edit Team.
4. Change the team name or the assigned role as needed.
5. Click Save.

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Delete a team

Deleting a team removes its role assignment. Users who belonged to the team lose the permissions granted by that role, but the users themselves are not deleted and remain in the organization. Prerequisites

• You belong to a team with the tenant-admin role.

Steps

1. In the Poolside Console, navigate to Organization > Teams.
2. Select a team to open the team details page.
3. Click Delete Team.
4. In the confirmation dialog, click Delete Team.