Manage teams
Teams let you group people into sub-teams and restrict which battlecards each team can see — so a region or product squad only works with the competitors that matter to them. Team management is an Enterprise-plan capability, and the Teams tab is admin-only.
What you’ll do
Section titled “What you’ll do”- Turn on team setup (Enterprise plans).
- Create your teams.
- Assign members to each team.
- Activate team visibility so restricted battlecards follow their teams.
Set up teams and assign members first; visibility only starts restricting battlecards once you activate it. You can leave and come back — nothing is restricted until you switch it on.
Before you start
Section titled “Before you start”- You need the Admin role.
- Teams require the Enterprise plan. On other plans the tab shows “Team visibility is an Enterprise feature” with an Upgrade to Enterprise button.
How access works
Section titled “How access works”Every battlecard is visible to everyone by default. When you restrict a battlecard to one or more teams, only members of those teams — plus anyone with Global access — can see it. Admins always have Global access. Editors and viewers can either be given Global access or limited to the battlecards assigned to their teams.
Set up teams
Section titled “Set up teams”Open Settings, then click Teams. On an entitled account that hasn’t started yet, the banner reads Set up teams. Click Set up & activate teams to open the guided wizard, which walks you through creating teams, assigning members, and switching visibility on.
Create a team
Section titled “Create a team”Click Create team, give it a name and an optional description, and save. The new team appears in the list with counts for its members, battlecards, and pending invites. To rename or update a team later, click Edit on its row.
Alongside your teams you’ll see a built-in Global — all battlecards card. It isn’t a team you create — it represents everyone who can see everything, and it can’t be edited, archived, or replaced.
Assign members to a team
Section titled “Assign members to a team”Click Members on a team’s row to add or remove people. You can also assign teams from the User Management tab, where each person and pending invitation has a team picker. Roles and new invitations are always managed on the Users tab — the Teams tab is only about visibility.
Activate team visibility
Section titled “Activate team visibility”Once your teams and members are in place, activate visibility (the wizard’s final step, or the banner control). When it’s on, the banner shows Team visibility is ON and restricted battlecards are only visible to their assigned teams.
To switch it back off, click Turn off team visibility and confirm. All battlecards become visible to everyone again. You can only turn it off once no battlecards are still restricted to a team.
Archive, restore, replace, or delete a team
Section titled “Archive, restore, replace, or delete a team”Each active team’s row has these actions:
- Archive — stops new assignments but keeps existing access working. Members and battlecards already assigned to it keep working, and you can restore the team later.
- Replace — moves a team’s references (its members and battlecards) onto another team you choose.
On an archived team’s row you’ll instead see:
- Restore — brings the team back into active use.
- Delete — permanently removes the archived team. A team can only be deleted once nothing references it; if something still does, Playwise HQ shows you what needs remediating and offers to Replace it first.
Good to know
Section titled “Good to know”- Setup order matters: create teams and assign members before activating, so visibility doesn’t hide battlecards from people who should still see them.
- If your plan later drops below Enterprise, you keep the ability to archive, delete, and remove teams to clean up, but creating, restoring, or re-activating teams requires Enterprise again.