How do I create Teams in Spekit?

Learn how to use Spekit Teams and all the features available. You must have Account Admin or Team Admin-level access to manage Teams.

1. How to Create a Team

Follow the steps below:

1. Open the Spekit Web App and click Settings. If Settings isn't an option, reach out to your Spekit Administrator.
2. Under Manage Teams & Users, in the Teams section, click Manage Teams.
3. Click the Create a Team button.
4. Enter a Team Name (e.g. Operations, BDRs, Customer Success) and an optional Description explaining what content this Team can access.
5. If Viewers on this Team should not access Salesforce Field Speks that aren't tied to a Topic, uncheck Can access all Speks without a Topic. Unchecked, Viewers will only see custom-created Speks.
6. If this Team should access all current and future Topics, check Can access all Topics? Otherwise, leave it unchecked and select specific Topics from the dropdown.
7. Click Create and add Users. A confirmation message appears at the bottom left.
8. On the next screen, select the users to add — either search and select individual users, or use the top radio button to select everyone in the list.
9. Click Add User.
10. Choose a Team assignment (all users are also added to the default All Spekit Users Team) and a Team Specific Role (Viewer, Expert, or Team Admin). These settings apply to all selected users.
11. Click Add User to finish. A confirmation appears at the bottom left.

Creating Teams via SSO (Identity Provider)

Some identity providers allow Teams to be created and users added automatically through SSO provisioning. See the full list of supported providers here. From the Spekit Web App, Admins can still adjust whether Viewers can access Speks without a Topic and which Topics a Team can view. To verify a Team was created via IDP, go to Settings → Manage Teams — IDP-created Teams display (IDP) at the end of their name.

2. How to Add or Remove Users from a Team

Note: Teams and users added via SSO can only be added or removed through SSO. Work with your SSO administrator to make these changes.

1. Open the Spekit Web App and click Settings.
2. Under Manage Teams & Users, click Manage Teams.
3. Click Manage Users next to the Team you want to update.
4. Select the users to add or remove — search and select individually, or use the top radio button to select all users in the list.
5. Click Choose Action, then choose one of the following:

To add users:

• Select Add User.
• Choose a Team assignment and Team Specific Role (Viewer, Expert, or Team Admin).
• Click Add User to finish.

To remove users:

• Select Remove from team.
• Confirm which Team the users should be removed from.
• Click Remove User to finish.

A confirmation appears at the bottom left of the screen either way.

3. How to Edit Team Settings

1. Open the Spekit Web App and click Settings.
2. Under Manage Teams & Users, click Edit Team next to the Team you want to update.
3. Make your changes and click Save.