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The Teams provides a visual overview of your organization’s structure within RelayHub. It displays all users, their roles, and how your team is organized — giving admins and members a clear picture of who has access to what.

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Accessing Teams

Navigate to Teams in the left sidebar. The Teams is visible to all users, but management actions (editing roles, adjusting structure) are restricted to Admins.

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Organization Chart

The Teams displays your team as an interactive organization chart. Each node in the chart represents a user and shows:
  • Name and profile avatar
  • Role (Admin or Member)
  • Status (Active, Invited, or Disabled)
  • Email address
Click on any user node in the org chart to view their full profile details, including permission flags and last login date.

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Team Overview

Below the org chart, a summary panel provides key metrics: Use the controls at the top of Teams to filter the view:
  • Search — find users by name or email
  • Role filter — show only Admins or only Members
  • Status filter — show Active, Invited, or Disabled users
  • Permission filter — show users with specific permission flags (e.g., all users with Automations access)

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Quick Actions

Admins can perform common actions directly from Teams without navigating to the User Hub:
1

Select a user

Click on a user node in the org chart or a row in the team list.
2

Choose an action

A context menu appears with quick actions:
  • Edit Role — switch between Admin and Member
  • View Profile — open the full user profile in User Hub
  • Send Message — open a direct chat with this user
3

Confirm changes

Role changes take effect immediately after confirmation.
The Teams is a read-heavy view designed for visibility. For detailed user management tasks like resetting passwords, adjusting permissions, or deleting users, use the User Hub.

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Use Cases

The Teams is useful for:
  • New admins getting oriented — see the full team at a glance
  • Auditing access — quickly check who has Admin privileges
  • Onboarding planning — see how many seats are available before sending invitations
  • Permission reviews — filter by permission flag to see who has access to sensitive features like Knowledge or Automations
The Teams reflects the current state of your user base in real-time. If a user is deleted or disabled by another admin while you are viewing the chart, it will update on your next page load.