Skip to main content

Creating Teams

Teams in Autonify provide a way to organise data sources and collaborate with colleagues. Each team maintains its own set of data sources, configurations, and access controls.

VIDEO TUTORIAL⏱️ 1 min

📹 Setting Up Teams

Learn how to create teams for organising data sources and managing collaborative access to your data infrastructure.

Initial Team View​

When you first log into Autonify, you are presented with the team selection screen showing all teams you have access to.

Team Selection Screen

Creating a New Team​

Step 1: Navigate to Team Creation​

  1. From the team selection page, click the Create Team button
  2. The team creation modal will appear

Create Team Button

Step 2: Configure Team Details​

Fill in the following team configuration fields:

Team Icon​

Select an icon to represent your team. Available categories include:

  • Business icons (Building, Briefcase, Store, etc.)
  • Team icons (Users, Groups, Collaboration)
  • Data icons (Database, Charts, Tables)
  • General icons (Globe, Network, Dashboard)

Team Name (Required)​

Enter a descriptive name for your team (2-50 characters).

  • Example: "Data Engineering Team"

Description (Optional)​

Briefly describe your team's purpose and responsibilities (up to 200 characters).

  • Example: "Responsible for data infrastructure and analytics pipelines"

Team Email (Optional)​

Contact email for the team.

Department (Optional)​

Which department this team belongs to (up to 100 characters).

  • Example: "Engineering"

Team Configuration Form

Step 3: Create the Team​

Once the required team name field is completed:

  1. Click the Create team button
  2. The team will be created immediately
  3. You will be automatically added as the team owner

After Team Creation​

Automatic Owner Assignment​

When you create a team, you are automatically assigned as the team owner with full administrative privileges.

Accessing Your New Team​

After creation:

  1. The page will refresh
  2. Your new team will appear in the team list
  3. Click on the team card to access the team workspace

Next Steps After Creation​

Adding Team Members​

Once your team is created, you can add members:

  1. Navigate to your team workspace
  2. Click on Team Members in the navigation menu
  3. Click Add Member button
  4. Select users from the dropdown list
  5. Choose their role (Owner, Admin, or User)
  6. Click Add Member to confirm

Note: Only Team Admins and Owners can add new members to the team.

Team Members View

Team Roles​

Teams support three role levels:

  • Owner: Full control over team settings, members, and data sources. Can delete the team.
  • Admin: Can manage team members and data sources. Can run AI agents and configure scans.
  • User: Can view and query data sources. Cannot run agents or modify settings.

Who Can Create Teams​

Any user with application-level permissions (User, Admin, or Owner) can create new teams. When you create a team, you automatically become the Team Owner.

Best Practices​

Team Organisation​

  • Create teams based on functional areas (Engineering, Marketing, Finance)
  • Use descriptive names that clearly identify the team's purpose
  • Add department information for larger organisations

Team Icons​

Choose icons that help users quickly identify teams:

  • Use building icons for departments
  • Use chart icons for analytics teams
  • Use database icons for data engineering teams