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:
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Navigate to Administration through the App Switcher.
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Click Teams in the top navigation bar.
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Click the + New Team button.
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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)
- To assign roles to the team, perform the following steps:
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CMS Roles
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Under the CMS section, click + Manage Roles.
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Click the Select Stack(s) dropdown and select stacks.
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Select the roles (Admin, Developer, Content Manager) for the stacks from the Select Default Roles dropdown.
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In the Roles Per Stacks section, you can assign different roles per stack.
- After setting up the CMS roles, click Save.
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Assets Roles
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Under the Assets section, click + Manage Roles.
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Click the Select Space(s) dropdown and select spaces.
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Select the roles (Product Admin, Asset Type Manager, Member) for the spaces from the Select Default Roles dropdown.
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In the Roles Per Spaces section, you can assign different roles per space.
- After setting up the Assets roles, click Save.
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AgentOS Roles
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Under the AgentOS section, click + Manage Roles.
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Select the AgentOS projects and choose the roles (AgentOS Admin, AgentOS Member) for each.
- After setting up the AgentOS roles, click Save.
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Administration Roles
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Under the Administration section, click + Manage Roles.
Note At least one Administration role must be assigned.
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Select one or more Administration roles (Admin, Security Manager, Product Analytics Viewer, or Member), then click Save.
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To review your assigned roles, click the vertical ellipsis and select Preview Roles.
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To remove all role assignments and start over, click Clear All Roles.
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Click Save to apply the settings.
Invite Users
To invite users to the team, perform the following steps:
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Click the Users tab within the team.
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Click the + Invite Users button.
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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.