Summary

Alta gives organization admins two related controls: Invite Members (add people by email) and Teams (group those people into named teams for permissions and reporting). Both live in Organization Settings.

Who this is for

Organization admins setting up a new account, expanding to a bigger team, or reorganizing existing members into reporting groups.

Before you start

You need the Add User permission on the organization. If you don't have it, the Invite button is disabled and shows the tooltip "You don't have permission to invite users".
You'll need email addresses for the people you want to invite.

Part 1: Invite teammates

Step 1: Open the Invite Members dialog

Go to Organization Settings → User Management (or the Invite shortcut in the sidebar). The dialog title reads Invite Members.

Step 2: Enter one or more email addresses

Use the Invite with email field (envelope icon). The placeholder reads "Enter one or more email addresses". Type or paste emails — separate by space, comma, or hit Enter to add a tag. Each tag is validated; invalid entries show "Invalid email address" and block the invite.

Step 3 (Multi-account only): Pick accounts

If your organization has multi-account enabled, you'll see an Accounts select. Pick one or more accounts to grant access on invite. If you leave it empty, a warning appears: "Users will be invited to the organization without access to any account. You can grant account access later."

Step 4: Click Invite

Hit the Invite button. You'll see a success toast: Invitation sent — An invitation email has been sent to the specified addresses, and the dialog closes. Each invitee receives an email link to join.

Part 2: Organize members into Teams

Step 1: Open Team Management

From the same area, go to Group Management. You'll see a left-side list of existing teams and a detail panel for the selected one. If you have no teams yet, you'll see the empty state: No teams found — Create your first team to organize members into groups.

Step 2: Create a team

Click Create team (from the empty state) or Add Team (from the top of the list). Fill in the team name and description, then save.

Step 3: Find and select a team

Use the Search team input at the top of the list — it fuzzy-matches on name and description. Click any team row to load its detail panel on the right.

Step 4: Manage team members

From the team detail panel, add or remove members. Selected members can be bulk-removed via the toolbar. The icon turns indigo when the team is selected so you always know where you are.

Tips and common pitfalls

Invite emails are sent immediately. Double-check the addresses before clicking Invite — there's no "undo" on the email itself.
Multi-account orgs: if you forget to pick an account on invite, the user lands in the org but can't see any account data until you grant access. The warning is your reminder.
Permission gate. If the Invite button is grayed out, you're missing the Add User permission — ask another admin or your CSM.
Teams are for organization, not authorization. Use Teams to group reps for filters, dashboards, and reporting. Account-level access controls who can see data — those are separate.
Search before you create. Teams can quickly proliferate. Use the Search team input before adding "Sales East" if "East Sales" already exists.
Naming consistency helps everyone. Pick a pattern (e.g. "Region — Function" like "EMEA — SDR") so filters stay readable as you scale.