Creating and configuring teams

Create teams to organize users and manage spending limits for different groups within your organization.

About teams

Teams help you organize users and control spending across different groups in your organization. Each team has its own Bobcoin budget and member list.

To learn more about Bobcoins and Bobcoin packs for Enterprise plans, see Bobcoins.

Creating a team

To create a team:

Your team is now active and members can start using IBM Bob within the spending limits you defined.

Managing team members

You can add or remove team members at any time:

• Users can be assigned to teams when you invite them to your organization.
• Existing users can be added to teams through the Users & Teams page in the administration dashboard.
• Users can belong to multiple teams if needed.

Adding members via the UI

To add members to an existing team using the admin UI:

1. Go to Users & Teams and select the Teams tab.
2. Select the team you want to update.
3. In the Team members field, paste one or more email addresses, then press Enter to add each one.
4. Click Save to apply the changes.

Adding members via CSV

To add multiple members at once using a CSV file:

1. Go to Users & Teams and select the Teams tab.
2. Select the team you want to update.
3. Click Import CSV and select your file.
4. Review the list of members to be added, then confirm the import.

Monitoring team spending

Each team's spending is tracked separately against its allocated Bobcoin budget. Admins can monitor usage through the Users & Teams page to ensure teams stay within their limits. The team table displays budget health, seat count, and member count at a glance.

Premium package availability

The team view shows which premium packages are available to the team and how many seats are allocated. To assign or remove premium packages for individual users in a team, see Managing premium packages.