.. _Manage Teams:

Manage Teams
##########################

.. tags:: educator, how-to

.. contents::
  :local:
  :depth: 2

Enable Teams Feature
***********************

To disable or enable the Teams application, follow these steps.

#. In Studio, from the **Content** menu select **Pages & Resources**.
#. Click the gear icon on the **Teams** card shown on this page.
#. From the **Configure teams** modal, select the toggle to enable or disable
   the **teams application**.
#. Select **Apply** to save your configuration changes.

.. note:: The **Teams** page in the LMS becomes available only after you have
   specified at least one team topic.

Configure Teams Options
***********************

To change access to the course team configuration options, follow these steps.

#. In Studio, from the **Content** menu select **Pages & Resources**.
#. Click the gear icon on the **Teams** card shown on this page.
#. From the Configure team modal, adjust any of the configuration settings as
   described below to fit your course needs.
#. Select **Apply** to save your configuration changes.

.. _Educator Create a Team:

Create a Team
******************

Although learners in your course may be able create their own teams in open
team-sets, you can seed open team-sets with a few teams to give learners some
ideas for their own teams.

For instructor-managed team-sets, you can also create teams in bulk, using the
CSV upload tool. See :ref:`Manage Teams Membership via CSV Upload`

Course team members who have the **Staff**, **Admin**, **Discussion Admin**,
or **Discussion Moderator** role can create new teams within team-sets.
**Community TAs** and learners in the course can also create teams, although
learners can create a new team only in open team-sets and only if they do not
already belong to a team in that team-set.

To create a team, follow these steps.

#. From the **Teams** page in the LMS, select **Browse**, then select the
   team-set in which you want to create a team.

#. At the bottom of the list of teams within the team-set, select the **create
   a new team in this team-set** link.

   .. image:: /_images/educator_how_tos/Teams_CreateNewTeamLink.png
     :width: 600
     :alt: The "create a new team in this team-set" link


3. On the **Create a New Team** page, add a name and description for the team.

   In the description, include details about the proposed project or activity
   to help learners to decide whether they want to join this team.

   .. image:: /_images/educator_how_tos/Teams_CreateNewTeamForm.png
     :width: 600
     :alt: Empty form with fields to be completed when you create a new team.

#. Optionally, add some characteristics for your team. You can specify a
   language that members would primarily use to communicate with each other,
   and a country that members would primarily identify with. Keep in mind that
   if your team details make the team membership seem too selective, learners
   might be discouraged from joining.

#. When you have finished entering details for the team, select **Create**.

   Your new team is added to the list of teams under your selected team-set.

.. _Educator Search for a Team:

Search for a Team
******************

Use the search field to find a team within a team-set.

.. note:: Partial words are not supported for searching teams.

To get a list of teams whose names, descriptions, or characteristics match
your search keywords, follow these steps.

#. From the **Teams** page in the LMS, select **Browse**, then select the
   team-set in which you want to find a team.

#. In the search field, enter one or more keywords to search for, then press
   **Enter** or select the search icon.

   Teams within the team-set that match your search are displayed.

To clear the existing search term, select the **X** next to the search field,
or select all the text within the field and enter text to replace it.

.. _Edit a Team:

Edit a Team
**************

Course team members who have the **Staff**, **Admin**, **Discussion Admin**,
or **Discussion Moderator** role can edit any of a team's details, including
removing members from a team. **Community TAs** can also edit teams. For more
details about removing team members, see :ref:`Remove Learner from Team`.

To edit a team's details, follow these steps.

.. note:: Before making significant changes to a team, communicate with team
   members so that they are aware of the changes and their impacts.

#. In the LMS, select the **Teams** tab.
#. On the **Teams** page, select **Browse** to show all team-sets.
#. Select the arrow button for the team-set to show all teams in that team-set.
#. Locate the team that you want to edit. To find the team, you can search
   using keywords or sort teams by last activity or open slots.
#. Select **View** for the team that you want to edit.
#. Select **Edit Team**.
#. Make your changes, then select **Update**.
   The team's details are updated.

.. _Remove Learner from Team:

Remove a Learner from a Team
******************************

Course team members who have the **Staff**, **Admin**, **Discussion Admin**,
or **Discussion Moderator** role can remove members from a team. **Community
TAs** can also remove learners from a team. You might want to remove a learner
from a team and make the spot on the team available to other learners if, for
example, a learner joined a team but is not participating, or if a learner has
unenrolled from the course without leaving the team.

For instructor-managed team-sets, you can also remove learners from teams using
the CSV upload tool. See :ref:`Manage Teams Membership via CSV Upload`

.. note:: Before making significant changes to a team, communicate with team
   members so that they are aware of the changes you will make, and their
   impacts.

To remove a learner from a team, follow these steps.

#. In the LMS, select the **Teams** tab.
#. On the **Teams** page, select **Browse** to show all team-sets.
#. Select the arrow button for the team-set to show all teams in that team-set.
#. Locate the team that you want to edit. To find the team, you can search
   using keywords or sort teams by last activity or open slots.
#. Select **View** for the team from which you want to remove a learner.
#. Select **Edit Team**.
#. On the **Instructor Tools** bar, select **Edit Membership**.

   .. image:: /_images/educator_how_tos/Teams_InstructorToolsEditMembers.png
     :width: 600
     :alt: The Edit Membership button on the "Instructor Tools" bar on the Edit
       Team page.

#. On the team's **Membership** page, select **Remove** next to the name of
   the learner who you want to remove from the team.
#. In the confirmation message, select **Remove**.


   The team member you removed no longer appears on the **Membership** page.

#. Repeat steps 8 and 9 to remove additional members.

   The team members you removed no longer appear on the **Membership** page,
   and the count of team members is updated wherever it appears on team pages.

.. _Delete a Team:

Delete a Team
**************

Course team members who have the **Staff**, **Admin**, **Discussion Admin**,
or **Discussion Moderator** role can delete teams. **Community TAs** can also
delete teams. you might need to manage the teams in your course, including
deleting teams that remain empty or where members are experiencing abusive
situations.

When you delete a team, all learners are removed from the team membership.
Neither learners nor course team members can access discussions from deleted
teams.

.. note:: Deleting a team removes it permanently from the course, and cannot
   be undone.

To delete a team, follow these steps.

#. In the LMS, select the **Teams** tab.
#. On the **Teams** page, select **Browse** to show all team-sets.
#. Select the arrow button for the team-set to show all teams in that team-set.
#. Locate the team that you want to delete. To find the team, you can search
   using keywords or sort teams by last activity or open slots.
#. Select **View** for the team that you want to delete, then select **Edit
   Team**.
#. On the **Instructor Tools** bar, select **Delete Team**.

   .. image:: /_images/educator_how_tos/Teams_InstructorToolsDeleteTeam.png
     :width: 600
     :alt: The Edit Membership button on the "Instructor Tools" bar on the Edit
       Team page.

#. In the confirmation message, select **Delete**.

   You return to the team-set page, where you receive a confirmation that the
   team has been successfully deleted. The team no longer appears in the teams
   list within its team-set. Learners who were previously members of this team
   no longer belong to a team.

.. seealso::
 
 :ref:`About Teams` (concept)

 :ref:`Teams Configuration Options` (reference)

 :ref:`Manage Teams Membership via CSV Upload` (how-to)

 :ref:`Connect Teams to Content Groups` (how-to)

 :ref:`Teams Discussions` (concept)

 :ref:`Learner Experience of Teams` (concept)


**Maintenance chart**

+--------------+-------------------------------+----------------+---------------------------------------------------------------+
| Review Date  | Working Group Reviewer        |   Release      |Test situation                                                 |
+--------------+-------------------------------+----------------+---------------------------------------------------------------+
| 07/07/2025   | Leira (Curricu.me)            | Sumac          | Fail (https://github.com/openedx/docs.openedx.org/issues/1214)|
+--------------+-------------------------------+----------------+---------------------------------------------------------------+