> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trurisk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Team management

> How to create and manage teams in the TruRisk Risk Engineer portal.

Teams let you group risk engineers together and associate them with specific clients. Admins can always access all clients. This makes it easier to manage large portfolios by assigning subsets of clients to dedicated teams.

<Info>
  A team controls which client records its members can access. Members without a team won't have visibility into any clients, and clients not assigned to any teams won't be visible by engineers.
</Info>

To open the Teams section, click **Teams** in the sidebar.

## Teams list

The list shows all teams with the following columns: **Team** (name), **Description**, **Clients** (number of clients assigned), and **Members** (number of users). Use the **Search Teams** bar to filter by name, or enable the **My Teams** toggle to show only teams you belong to.

## Creating a team

Click **+ New Team** to open the Create Team dialog.

| Field              | Description                                            |
| ------------------ | ------------------------------------------------------ |
| Name               | The team name                                          |
| Description        | An optional description of the team's purpose or scope |
| Team photo or icon | Optional image for the team                            |
| Members            | Add one or more users to the team                      |
| Clients            | Select the clients this team is responsible for        |

Click **Create Team** to save.

## Managing teams from other records

Teams can also be managed from other places in the portal:

* **Client record → Teams tab** — Assign or remove teams on a per-client basis.
* **User record → Teams tab** — View and manage which teams a user belongs to.
* **User creation form** — Assign a new user to a team during onboarding.
