Create and manage a team

Teams give a group of people a shared place to collaborate on chats and projects. What you can change depends on your role: an Admin manages the team, while a Member can review the team and their own membership.

Create a team

1. Open your account menu and select Teams.

2. Start the team:

   • If you see No teams yet, enter a name in Team name.
   • If you already belong to a team, select New Team, then enter a name in the New team dialog.

   Team names must contain 4–18 characters.

3. Select Create for your first team, or Create team in the dialog.

Bearly opens the new team’s Overview and marks you as an Admin. If New Team does not appear, your account cannot create another team; ask a team admin for help.

Open and understand a team

Open your account menu, select Teams, then select the team name. The badge beside the page title shows whether you are an Admin or Member.

Every team includes Overview and Members. Administrators also see Policies, Activity, and Settings. Additional sections may appear for some managed teams.

The Overview shows the team’s name and plan, plus its managed email domain when it has one. Administrators also see counts for members, policies on a managed team, pending invites, and the plan. Members instead see Your membership, including their role and assigned policy when one applies.

To move between teams, select Teams and choose another team name.

Rename a team

Only team administrators can rename a team.

1. Open the team and select Overview.
2. Select the Rename team pencil beside Team name.
3. Enter a name containing 4–18 characters.
4. Select the check mark or press Enter to save. Select the X or press Esc to cancel.

If Bearly cannot save the change, the existing name remains in place. Try again before making other team changes.

Request a managed team

An administrator of an eligible free team may see Upgrade to Managed beside the plan.

1. Select Upgrade to Managed.
2. Choose Pro, Analyst, or Research under Plan.
3. Optionally enter your organization’s email domain under Domain. If the request is approved with a managed domain, people using that domain are automatically added to the team.
4. Select Send Request.

After the request is sent, Request is being reviewed appears beside the plan. This is a request for Bearly to configure the team; it does not change the plan immediately.

Leave a team

Members of an unmanaged team can leave it themselves:

1. Open the team and select Overview.
2. Under Your membership, select Leave Team.
3. Confirm Leave Team.

Leaving removes your team membership and your access to its shared chats and projects. Members whose account is managed by the team’s email domain cannot leave themselves; Overview identifies the domain managing their membership.

Delete a team

Only an administrator can delete a free, unmanaged team. Managed teams and teams with a paid plan must be handled through Bearly Support.

Danger

Deleting a team permanently deletes the team and all of its associated data. This cannot be undone.

1. Open the team and select Settings.

2. Under Danger zone, expand Delete team.

3. Enter the exact team name in both Confirm name and Confirm name again.

4. Select Delete Team.

Bearly returns you to Teams after deletion. If the team is managed or has a paid plan, the deletion form is replaced by instructions to contact support.

Next step

Learn how to add, edit, and remove team members.