Teams let you group people in your organization so you can share loops with everyone on the team at once — instead of inviting people one by one. When someone joins or leaves the team, their access to shared loops updates automatically. This guide walks through what teams are, how to create and manage them, and how to share loops with a team (or with your whole organization).
What is a team?
A team is a named group of people inside your Caddi organization. For example:
• Sales — everyone in your sales org
• AP Specialists — the folks who run your accounts-payable loops
• Leadership — your executive team
Teams have a few useful properties:
• Anyone you share a loop with gets access to that loop, as long as they’re on
the team.
• Add or remove people anytime. When you remove someone from a team, they immediately lose access to anything that was shared with that team.
• Teams can contain other teams. This is great for larger orgs — for example, a “Finance” team can contain an “AP Specialists” team and an “AR Specialists” team. Anyone in either sub-team automatically gets anything shared to “Finance”.
Who can manage teams?
There are two roles to know about:
Role | What they can do |
Organization Owner / Admin | Create teams, delete teams, rename teams, and add/remove anyone from any team. |
Team Admin | Add and remove people from the specific team they’re an admin of. They can create or delete teams within their teams. |
Regular team members can see who else is on the team but can’t make changes.
If you need someone to manage a team without giving them full org-admin powers,
make them a Team Admin on just that team.
Creating a team
Only Organization Owners and Admins can create teams.
1. Go to Settings
2. Click into Teams.
3. Click Create Team.
4. Give it a clear, recognizable name (e.g. “Sales”) and an optional description.
5. Click Create.
Adding people to a team
From the team’s page, click Add Member. You’ll see two tabs:
• Add user — search for someone in your organization by name or email, pick their role (Member or Team Admin), and add them.
• Add team — search for another team to nest inside this one (more on this below).
Member vs. Team Admin — what’s the difference?
• Member: Has access to anything shared with the team. Cannot change who else is on the team.
• Team Admin: Same access as a member, plus can add and remove people from this specific team.
Promoting someone to Team Admin is a great way to delegate team management
without making them an Org Admin.
Nesting teams (teams inside teams)
You can put a team inside another team. The people in the inner team automatically
get access to anything shared with the outer team.
Example: You have a “Finance” team. Inside it, you nest “AP Specialists” and “AR
Specialists”. Now if you share a loop with “Finance”, everyone in both sub-teams sees it — without you having to share it twice.
To nest a team:
1. Hover over the team you want to be the parent team.
2. Click the "Add team"
Removing someone from a team
On the team’s page, find the person (or sub-team) in the member list and click the
Remove button (trash can) on their row.
Renaming or deleting a team
Only Organization Owners/Admins and Team Admins can do this.
• Rename: open the team and click the edit (pencil) icon next to the team name.
• Delete: open the team and click Delete Team. This removes the team and revokes access for all its members. The members themselves are not removed from your organization — they just lose whatever access the team gave them.
Sharing a loop with a team
Open the loop you want to share and click the Share button.
In the share dialog, start typing in the invite box. You’ll see three kinds of suggestions:
• People — individual users in your organization
• Teams — teams you’ve created
• Everyone — share with your whole organization at once
Pick whoever you want to share with, choose a permission level, and click Done.
Permission levels
Level | What they can do |
Viewer | See the loop documentation. Cannot run it or change it. |
Can run | View the loop and run it. Cannot change it. |
Editor | View, run, and edit the loop name. |
Only the owner of a loop can publish it, delete it, or change ownership —
even an Editor can’t do those things. Teams cannot be loop owners; only
individual people can.
Sharing with “Everyone in your org”
If you want a loop available to literally everyone in your organization, you don’t need
a special team for that. In the share dialog, choose the top entry: Everyone in <your
org name>.
When anyone new joins your organization, they’ll automatically get access. When
someone leaves, they lose it. No manual cleanup needed.
Common questions
If I share with a team, do new team members automatically get access?
Yes. The moment you add someone to the team, they have access to everything shared with that team. Likewise, removing them revokes access immediately.
What happens if a loop is shared with me directly and through a team?
You keep the highest level of access. For example, if a team gives you Viewer access but you’re also shared directly as an Editor, you can still edit.
Can a team own a loop?
No. Only individual people can own loops. Teams can be shared with, but the owner is always a person. This means actions like publishing, deleting, or transferring a loop still require the loop’s individual owner.
Can I share things other than loops with a team?
Right now, team sharing is for loops.
Can I see which teams I’m a part of?
Org Owners and Admins can see all teams in the admin area.