Managing Teams

Teams Overview

Teams are a core organizational unit within the Kinetic Platform. They allow you to group users for workflow routing, approval logic, access control, and reporting. Whether you're defining support groups, department-based access, or escalation chains, Teams make your platform scalable and role-aware.

This section provides everything you need to know about working with Teams, including how to create them, add users, assign attributes, and use them across workflows and security models.


Why Use Teams?

Teams let you:

  • Assign requests to a specific group
  • Route tasks and approvals based on team membership
  • Secure content or functionality to specific roles
  • Organize users for analytics, reporting, and ownership

What You’ll Learn

  • How to create and organize teams
  • How to add users manually or dynamically
  • How team attributes enhance workflows and forms
  • How to use teams in workflow logic and access control

Next Steps

Choose a topic below to continue: