Note: This requires Admin permissions. If you're not an Admin, you'll be redirected to an access-denied screen when you try to open Organization Settings, and won't see the Users tab. Ask an existing Admin in your org to make the change. If your organization doesn't have an Admin assigned yet, contact Alta support for assistance.
Change a User to Admin
Click on your profile icon (top right corner).
Select Organization Settings.
Go to the Users tab.
Locate the user you want to update.
Change their role to Admin.
Create a New Team
From Organization Settings, go to the Teams tab.
Click Add Team.
Enter the Team Name (e.g., RevOps).
(Optional) Add a Description for clarity.
Select the Team Members you want to include.
Click Save.
Manage Team Members
To add more members:
Open the team.
Click Add Members.
Select additional users.
To remove a member:
Hover over their name.
Click the trash icon to remove them from the team.