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How to Create Teams and Manage Admins in Alta

You can organize your users into teams and assign admin roles to manage your organization more effectively. Here’s how:

Sharon Drelevich avatar
Written by Sharon Drelevich
Updated over 3 weeks ago

Change a User to Admin

  1. Click on your profile icon (top right corner).

  2. Select Organization Settings.

  3. Go to the Users tab.

  4. Locate the user you want to update.

  5. Change their role to Admin.


Create a New Team

  1. From Organization Settings, go to the Teams tab.

  2. Click Add Team.

  3. Enter the Team Name (e.g., RevOps).

  4. (Optional) Add a Description for clarity.

  5. Select the Team Members you want to include.

  6. Click Save.


Manage Team Members

  • To add more members:

    1. Open the team.

    2. Click Add Members.

    3. Select additional users.

  • To remove a member:

    1. Hover over their name.

    2. Click the trash icon to remove them from the team.


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