Articles on: Company settings

Customising teams

When you create your account, Heartwork automatically sets up a number of default teams, such as Design, Engineering, Marketing and Sales. You can customise these to match the actual structure of your company.


You manage your teams via Company settings → Teams.


Renaming or removing a team

Click the three dots next to a team to edit or remove it. Remove teams that don't apply to your company, so you're left with an overview that makes sense.


Adding a new team

Don't see your team? Click Add team in the top right and give the team a name and a colour.



Linking employees to a team

You can link an employee to a team at three different moments:

  • When inviting a single person — you can choose a team directly during the adding process.
  • During a bulk import — the import template has a column to assign a team.
  • Afterwards — go to People, click on an employee, open the Employment tab and click Edit next to General. From there you can choose or change a team.

Updated on: 05/05/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!