> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cura.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Teams and team leads

> By the end of this guide, you'll have created a team, added members, and named a team lead — so you can group people by how they actually work and organize the Inbox around them.

By the end of this guide, you'll have created a team, added members, and named a team lead — so you can group people by how they actually work and organize the Inbox around them.

A **team** is a named group of people on your account — for example "Front Desk", "Bookings", or "Aesthetics". Teams make it easier to assign conversations, filter the Inbox, and see who's responsible for what.

## Before you begin

* You need to be an **admin** on the account to create and manage teams.
* The people you want to add should already be on the account — see [Inviting team members](/team/inviting-team-members).
* Decide on a team name and who should lead it.

***

<Steps>
  <Step title="Create a team">
    Teams belong to your account, so a team can include people from across your workspaces.

    * **Open your team settings** and choose to create a new team.
    * **Give it a name:** something your staff will recognize, e.g. "Front Desk".
    * **Add a description** *(optional):* a short note on what the team handles.

    <Check>You've created a team — an empty group ready for members.</Check>

    <Note>
      Your plan sets how many teams an account can have. If you reach the limit, Cura prompts you to upgrade instead of creating another team.
    </Note>

    <Frame>
      <img src="https://mintcdn.com/cura-2d9288ab/pPBYeI1qPGlrN2Ia/images/team/teams-settings.png?fit=max&auto=format&n=pPBYeI1qPGlrN2Ia&q=85&s=5a785454b671c4c242b5dcd965f8fcef" alt="Teams in Cura — Front Desk and Sales, each with its own members" width="2880" height="1560" data-path="images/team/teams-settings.png" />
    </Frame>
  </Step>

  <Step title="Add members">
    Bring the right people into the team.

    * **Add each person** from your account's list of members.
    * **Add as many as you need** — a person can belong to more than one team.

    <Check>Your team has members.</Check>
  </Step>

  <Step title="Name a team lead">
    Every team can have one **team lead** — the person who owns it day to day.

    * **Choose a team lead** from the team's members.
    * **Change it anytime** as responsibilities shift.

    <Note>
      A team lead must be a member of the team. If you remove the lead from the team, the lead role is cleared and you'll need to name a new one.
    </Note>

    <Check>Your team has a lead — a clear point of ownership.</Check>
  </Step>

  <Step title="Use teams in the Inbox">
    Once a team exists, it becomes a handy lens on your conversations.

    * **Filter the Inbox by team** — each team appears under **Team Inboxes** in the Inbox sidebar, so you can see just that group's conversations.
    * **Assign a conversation to a team** from the conversation's details so nothing slips between people.

    <Tip>
      Keep teams small and purpose-built. A handful of focused teams ("Bookings", "Front Desk") is far easier to work with than one giant team that everyone belongs to.
    </Tip>
  </Step>
</Steps>

## Troubleshooting

* **I can't add someone to a team.** They need to be on the account first. Invite them, then add them once they've accepted.
* **The team lead option is greyed out.** A lead must already be a member of the team — add them in Step 2 first.

***

### Related articles

* [Inviting team members](/team/inviting-team-members)
* [Roles and permissions (Admin, Member, Manager, Staff)](/team/roles-and-permissions)
* [Setting an escalation contact](/team/escalation-contacts)
* [The Inbox explained](/inbox/the-inbox-explained)