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Learn how to move collaborators in your workspace between teams and define the level of authority and role each one will have within their respective team in Tess.

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What is it?

Team assignment is the process of linking a collaborator (registered user) to one or more of the organizational work structures you have created. This means that the same user can have different operational roles when moving across different divisions of the company (for example, being the technical lead on one project and only a consultative observer on another).

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Where to find it?

Permissions and team associations are centralized on the main screen of your Members panel:
  1. Access the side menu and click on Members.
  2. In the users table, locate the collaborator you want to configure.
  3. Their management will initially be in the first column, which is TEAMS.
  4. Click the Pencil (Edit) icon located next to the names of the user’s current teams.

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How to use

  1. To add the user to a new group:
    • In the Add to team section, first select which operational role they will have by clicking: Member, Manager, or Viewer.
    • In the search field “Search teams and departments…”, type to find the desired team.
    • Click Add as [Role] on the right side of the listed team name. Image
  2. At the top of the modal, view Current Teams to see that user’s current associations and modify them by opening the selector or removing them with the “X” button. Captura De Tela 2026 05 27 Às 17 47 44
  3. Close the management modal using the “X” button in the top right corner to save the new configuration. Captura De Tela 2026 05 27 Às 17 48 42

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Practical Difference Between Team Roles

Within a specific team, a member can have 3 levels of permissions:
  • Member (Default): The user executes tools, chats, agents, and models normally within the rules defined by the operational group.
  • Manager: Allows the member to act as a team leader, with easier access to team consumption and performance data, and the ability to assign other subordinate users.
  • Viewer: Limited read-only access to tools and agents shared specifically within that team’s workspace.
Best practices
  • Keep roles up to date: When a collaborator changes roles internally or is promoted in the real organization, immediately update their role in the Tess admin panel to ensure system security alignment.
  • Avoid too many Managers: Assign the Manager role only to actual coordinators and directors of functional areas as part of an internal audit strategy.
By assigning teams and individual roles, you establish corporate responsibility quickly, securely, and flexibly within your Tess workspace!