Overview
This article guides you through managing team security and membership policies within your application. These settings ensure proper governance and security, helping to maintain structured and secure team environments.
Enforced Team Privacy
In the Security tab, you can set the team privacy level:
Private: Only team owners can add members. This is the default setting.
Public: Anyone in your organization can join without validation.
Membership Policy
You can enable the option to automatically add the requester as a team owner. Disabling this might lead to confusion, as requesters often expect to have administrative rights over the team they create.
Mandatory Owners and Members
To prevent issues such as "Orphan Teams" (teams without owners), you can enforce a minimum number of owners and members:
Mandatory Owners: Define a minimum number of team owners.
Mandatory Members: Define a minimum number of team members. If these requirements aren't met during team creation, users will be prompted to comply with the policy.
Permanent Owners and Members
Permanent owners and members are crucial for maintaining team integrity:
Permanent Owners: These users are automatically added to every team created from the template. If removed, they are re-added by the system.
Permanent Members: Similar to permanent owners, these members are always included in new teams and reinstated if removed.
Setting Up Policies
Navigate to the Security tab in your template settings.
Adjust the sliders for Mandatory Owners and Mandatory Members to set the required numbers.
Add users as Permanent Owners or Permanent Members from your corporate directory.