Team
Read or manage the records shown by this feature.
Before you start
Use the account and workspace that own the records. This page does not include administrator configuration forms.
Open /portal/teams on your application domain, or use the matching item in the application menu.
Steps
Save changes / Create team
- Open /portal/teams/create on your own application domain.
- Complete these fields in that form: Team name, Description. Their choices and limits are listed below.
- Select Save changes / Create team. The exact label can change between creating and editing a record.
- If validation fails, correct the named field and submit again. After success, reopen the same record and compare the saved values.
| Field shown in the form | What to enter | Example / note |
|---|---|---|
| Team name | Required. Use a stable name because it appears in the workspace switcher and shell header. No more than 255 characters. | Test record (use a unique value where required). |
| Description | Optional, unless this form asks for it. Optional context for the client, brand, or workflow this workspace contains. No more than 5000 characters. | A short description of this test record. |
Fields shown in the interface
Only fields traced to this role’s handler and its own view are listed. The application can show separate create/edit forms; do not fill every row on one screen.
Form 1 — fields shown in the interface
| Field | What to enter or choose |
|---|---|
| Team name | Required. Use a stable name because it appears in the workspace switcher and shell header. No more than 255 characters. |
| Description | Optional, unless this form asks for it. Optional context for the client, brand, or workflow this workspace contains. No more than 5000 characters. |
Form 2 — fields shown in the interface
| Field | What to enter or choose |
|---|---|
| Email or phone number | Required. At least 5 characters. No more than 190 characters. |
| Role | Required. Choose Admin, Editor, Member. |
Check the result
After a source-checked procedure, verify the same record in the same workspace. Check saved values, visible state and access with the intended test account. An external payment/message/provider action needs its own result check.
Problems and validation
| Problem | Next step |
|---|---|
| A field rejects the value | Check its named error, the form’s visible choices and the relevant limit. Do not substitute internal numeric codes for the displayed options. |
| The control is missing | Check role, plan, enabled app and current record state. Do not grant administrator access merely to complete a User task. |
| The saved result is unexpected | Reopen the same record and verify its owner/workspace before repeating the action. |
Messages defined for this screen
| Message | What to review |
|---|---|
| Too many searches. Please try again in a few minutes. | Check the related field or action in this role’s form. |
| Enter a registered email address or phone number. | Check the related field or action in this role’s form. |
| This account is unavailable or is already a workspace member. | Check the related field or action in this role’s form. |
| Review the member and permissions before confirming. | Check the related field or action in this role’s form. |
| This user is already in the workspace. | Check the related field or action in this role’s form. |
Technical reference
Role-scoped source references
Pinned commit: 37d44a1727216f5c492205024b323aa522730ebc
- modules/App/AppTeam/Http/Controllers/TeamSwitchController.php
- modules/App/AppTeam/Livewire/TeamForm.php
- modules/App/AppTeam/Livewire/TeamIndex.php
- modules/App/AppTeam/Livewire/TeamMembers.php
- modules/App/AppTeam/Livewire/WorkspaceApps.php
- modules/App/AppTeam/resources/views/livewire/index.blade.php
- modules/App/AppTeam/resources/views/livewire/members.blade.php
- modules/App/AppTeam/resources/views/livewire/team-form.blade.php
- modules/App/AppTeam/resources/views/livewire/workspace-apps.blade.php
Source-only route information
| Method | Source-default route |
|---|---|
| GET | /portal/teams |
| GET | /portal/teams/create |
| GET | /portal/teams/switch/{team} |
| GET | /portal/teams/{team}/edit |
| GET | /portal/teams/{team}/members |
| GET | /portal/teams/apps/manage |
Unmapped fields — not user instructions
These fields belong to this role’s source handler, but their screen labels were not confirmed.
| Source key | Handler |
|---|---|
| memberForm.user_id | modules/App/AppTeam/Livewire/TeamMembers.php |
| memberForm.permissions | modules/App/AppTeam/Livewire/TeamMembers.php |