How to Create and Manage your Teams

With the Team feature, you can manually create Teams to organize your employees and contractors by function, department, region, or project. Each Team can have assigned managers with specific roles and permissions, helping you delegate operational responsibilities like contract approvals and payroll management.

When you sign up for a Client account, your first default Team is created automatically in the background. This Team uses your company name as the default team name, but you can rename it at any time.

The default Team:

• Is created automatically during account setup
• Includes all newly added employees or contractors by default (unless reassigned)
• Cannot be archived or deleted, but the name can be edited 

Follow the steps below to create a new Team and set up your team managers. 

Who Can Create a Team?

Only the Company Admin can create a new Team.

By default, the Company Admin (Main Contact) is automatically assigned as the Team Admin for every new team created.

Steps to Create a Team

1. Go to the Company setting -> Teams tab
   Navigate to the “Teams” tab from your Company settings.

   

    

2. Click “Create New Team”
   Select the option to manually create a new Team.

   

3. Enter the Team Name
   Provide a clear, descriptive name for the Team, such as "Engineering - LATAM", "Marketing Contractors", or "Customer Success". 

   

4. Add Team Managers to the Team

   Use the “Add Manager & role” option within the Team’s settings to include more admins or adjust their roles.

   1. Select the appropriate manager from the list. 

   2. You can assign one or more roles to the manager:

      • Team Admin - Full access to manage all aspects of the Team
      • People Manager - Can manage contracts and personal information for the Team
      • Finance Specialist - Can view and manage payroll and finance-related details
      • Payroll Manager - Can access accounts payable or payment-related items
      • Expense Approver - Can approve or reject expense claims
      • Expense Viewer - Can view expense claims
      • PTO Approver - Can approve or reject time off requests for the Team

      • PTO Viewer - Can view PTO activity but cannot take action

        🔎 To learn more about the available roles, please visit this page: https://knowledgebase.remofirst.com/hc/en-us/articles/34711781448340-Managing-access-rights-with-groups

       

5. Create the Team
   Click “Create” to complete the setup. Your new Team will now appear in the Teams list.

Note: Team Managers only have visibility into their own Team and cannot manage or view other Teams.

Steps to Update a Team

1. Go to the Company setting -> Teams tab
   Navigate to the “Teams” tab from your Company settings.

2. Click on "Edit" button
   Select the appropriate team and click on pen icon to edit the team.

   

3. Update the Team Name
   Provide the new name and click "Save".

   

4. Add Team Managers to the Team
   Use the “Add Manager & role” option within the Team’s settings to include more admins or adjust their roles.

5. Click Save to continue
   Team will be updated 

   

How to Assign Managers to a Team

You can assign managers to any Team, either during team creation or by editing an existing Team later by clicking on "Edit" button. 

When managing a Team, you have the flexibility to:

• Add new managers to the Team
• Assign one or multiple roles to each manager, depending on their responsibilities
• Edit or update assigned roles at any time
• Remove managers from the Team if access is no longer needed by clicking on the Bin icon

How to Remove a Team

If a Team is no longer needed, you can remove it from active use. Removing helps clean up your Teams list without deleting manager, employee or contractor records.

⚠️ Removing a Team is permanent. Once removed, the Team can no longer be edited or assigned to new members. 

To remove the team, follow the steps below:

1. Go to the Teams section
2. Navigate to the Team you want to delete and click the "Remove" button
3. Confirm the deletion when prompted

If you're trying to remove a Team that still has employees, contractors, or managers assigned to it, the system will block the action and show a prompt.

To proceed, follow these steps:

1. Reassign All Team Members
   • Go to each employee or contractor’s profile.
   • Under the Team section, change their assignment to a different active Team.
2. Update Manager Assignments
   • Go to the Managers tab of the Team you're trying to archive.
   • Ensure each manager is assigned to at least one other Team.
   • A manager cannot remain associated only with a Team that’s being removed.
3. Return and Remove the Team
   • Once all team members and managers have been reassigned, return to the Teams section.
   • You can now proceed to remove the Team.

💡 Tip: If no alternative Team exists, create one first to ensure there’s a valid Team to reassign members to.