Create a Team

A team lets you assign organization-level Administration roles and product roles across the CMS, Assets, and AgentOS to a group of users at once. Use teams to manage permissions consistently across your organization without assigning roles to each user individually.

Prerequisites

• Contentstack account
• Organization Owner or Admin permissions

Create a Team

To create a team, log in to your Contentstack account and perform the following steps:

1. Navigate to Administration through the App Switcher.

2. Click Teams in the top navigation bar.

3. Click the + New Team button.

4. In the Create New Team modal, enter a Team Name (required) and an optional Description, then click Create Team.

   The team is created and the team configuration page opens.

   Assign Roles (Mandatory)

5. To assign roles to the team, perform the following steps:

   1. CMS Roles

      1. Under the CMS section, click + Manage Roles.

      2. Click the Select Stack(s) dropdown and select stacks.

      3. Select the roles (Admin, Developer, Content Manager) for the stacks from the Select Default Roles dropdown.

      4. In the Roles Per Stacks section, you can assign different roles per stack.

      5. After setting up the CMS roles, click Save.

   2. Assets Roles

      1. Under the Assets section, click + Manage Roles.

      2. Click the Select Space(s) dropdown and select spaces.

      3. Select the roles (Product Admin, Asset Type Manager, Member) for the spaces from the Select Default Roles dropdown.

      4. In the Roles Per Spaces section, you can assign different roles per space.

      5. After setting up the Assets roles, click Save.

   3. AgentOS Roles

      1. Under the AgentOS section, click + Manage Roles.

      2. Select the AgentOS projects and choose the roles (AgentOS Admin, AgentOS Member) for each.

      3. After setting up the AgentOS roles, click Save.

   4. Administration Roles

      1. Under the Administration section, click + Manage Roles.

         Note: At least one Administration role must be assigned.

      2. Select one or more Administration roles (Admin, Security Manager, Product Analytics Viewer, or Member), then click Save.

6. To review your assigned roles, click the vertical ellipsis and select Preview Roles.

7. To remove all role assignments and start over, click Clear All Roles.

8. Click Save to apply the settings.

Invite Users

To invite users to the team, perform the following steps:

1. Click the Users tab within the team.

2. Click the + Invite Users button.

3. Enter one or more email addresses, then click Invite.

Note: Users who are new to Contentstack receive an email with a link to set up their account.

Related Resources

• About Teams: An overview of the Teams feature, including how role inheritance works and who can manage teams.
• About Organizations: How organizations work in Contentstack and how to navigate Organization Settings.
• Users and Roles: How to invite users and assign roles at the stack level. Team roles are also reflected here.
• Administration API - Create a team: API request for creating teams programmatically.