Skip to content

Managing Teams

Editions: Preloop (OSS), Preloop Cloud, Preloop Enterprise.

Create teams and assign members in Preloop (OSS), where any user of the account can manage them. Preloop Cloud and Preloop Enterprise also support inherited team roles, permission checks and team-based approval routing.

Editions

Basic team creation, editing, deletion and membership are included in Preloop (OSS). Team role inheritance, team budgets and advanced approval routing require Preloop Cloud or Preloop Enterprise.

What Teams Do

Teams organize users in every edition. Preloop Cloud and Preloop Enterprise also use them in two places:

  • Approval routing: approval workflows reference teams via approver_teams (and escalation_teams), so any member can vote on a request
  • Permissions: roles assigned to a team apply to all its members, combined as a union with each member's individual roles

Teams are intentionally lightweight: a name, a description, members, and roles. There are no team leads, team notification channels, on-call rotations, hierarchies, statuses, or per-team quorums. Notification preferences are per-user, and quorum is the single workflow-level approvals_required integer.

Creating a Team

  1. Go to Settings > Teams
  2. Click Create team
  3. Enter a Name and optional Description
  4. Click Create

Pick names that match real approval or permission boundaries (SRE, Finance, Security), they stay meaningful when reused across approval workflows.

You can edit the name and description later, or delete the team, from the same page.

Managing Members

  1. Settings > Teams > find the team
  2. Open the Team Members modal
  3. Add users from the account's user list, or remove existing members

Removing a member takes away the team's role permissions and stops team-routed approval notifications for them; their individual roles are untouched.

Assigning Team Roles

  1. Settings > Teams > find the team
  2. Open the Manage Team Roles modal
  3. Assign one or more roles (e.g. Editor)

All current and future members get the assigned roles' permissions, as a union with their individual roles. See Roles & Permissions for what each role grants.

Using Teams in Approval Workflows

Reference the team by name in a workflow's approver_teams. Quorum is the workflow's approvals_required:

approval_workflows:
  - name: deploy-review
    approvals_required: 2
    approver_teams: [sre-team]
    escalation_teams: [platform-leads]
    timeout_seconds: 600

Every member of sre-team is notified; the request resolves after any 2 of them approve. On timeout, it escalates to platform-leads.

Teams in Approval Workflows is the full deep-dive: data model, quorum behavior, invitation flow, and recommended patterns.