What are teams?
Teams in Tines provide logical separation of users, credentials, resources, and stories. Think of teams as containers that organize your workflows and other Tines interactions. For example, you might have a Finance team that manages an invoice processing workflow, an IT Operations team handling infrastructure automation, or a Customer Success team building customer onboarding processes.
Team members can only access the components of teams they belong to, unless they're a tenant owner. This means a member of the Finance team won't be able to see or modify the IT Operations team's credentials or stories, keeping work organized and secure.
Personal teams
Every user in Tines automatically gets their own personal team when they join your tenant, called Personal. Personal teams function as private, individual workspaces where users can build, test, and experiment with workflows before they're ready for production.
As a tenant owner, understanding personal teams is important for a few reasons:
Automatic creation and management: Personal teams are created automatically when a user joins your tenant. You don't need to set them up manually, but you should know they exist for every user in your environment.
Access and oversight: As a tenant owner, you have full access to all personal teams in your tenant. This means you can view and manage any user's personal team if needed for troubleshooting, auditing, or administrative purposes. To access a user's personal team, navigate to the team menu → Settings → Users. Find the relevant user, click on the three-dot menu next to their user → View personal team.
Shared team components: Even though personal teams are private workspaces, users can still use globally shared resources, credentials, and Send to Story-enabled stories from their personal teams, provided they are given access. This allows them to build and test using production-ready components without needing direct access to shared teams.
Create a team
To create a new team in Tines:
Click the team menu in the top left corner of the Tines user interface (UI).
Click Create team….
In the New Team pop-up window, type in a Name for your team.
Click Create to create your new team.
✋ Try this: Create a team
🪄Tip
Add members to a team
Once you've created a team, you'll want to add members to it. Team members are the users who will have access to the team's stories, credentials, and resources.
To add members to a team:
Navigate to the desired team by selecting it from the team menu → Switch team section. (Note: you can tell which team you are currently in by looking at the value located at the root team menu UI location.)
Within the team menu, navigate to Manage team → Members.
Click + Invite.
Enter the email address of the user you want to add. (Note: You can add more than one user at a time.)
Select a team role for that user (Note: We’ll cover team roles in more detail in the next module.)
Click Send to send the email invite to the user and add them to the team.
If the user doesn't have an account in your Tines tenant yet, they'll receive an invitation email to join. If they already have an account, they'll be added to the team immediately.
Understand team access
Team members will only be able to access components (credentials, resources, stories, cases, and records) that belong to and/or are explicitly shared with teams they're part of. However, tenant owners have a special status: they can access and manage all teams across the entire tenant, regardless of whether they're explicitly added as members.
This is an important distinction. As a tenant owner, you have oversight and administrative control over everything in your tenant, but regular users are limited to their assigned teams. This structure helps maintain security while giving you the flexibility to manage the entire environment.