Documentation Index
Fetch the complete documentation index at: https://docs.duvo.ai/llms.txt
Use this file to discover all available pages before exploring further.
Introduction
Teams are organizational containers that control who has access to which assignments in Duvo. Every assignment must belong to a team, allowing you to manage collaboration, maintain security, and organize your automation effectively.What is a Team?
A team determines:- Who can see and use specific assignments
- Who can edit assignment SOPs
- How assignments are organized across your company
Why Teams Matter
Security: Keep sensitive assignments accessible only to authorized users Organization: Group assignments by department, function, or project for easy management Collaboration: Enable multiple users to work together on assignments while keeping others separateHow to Structure Your Teams
There’s no single “right” way—it depends on your business needs. Common approaches include organizing by department (Sales, Finance, HR), by function (Customer Support, Reporting), by project (client-specific teams), or using a hybrid approach. Start simple with a few teams that mirror your existing organizational structure, then add more as needed.Team Logo
You can upload a custom logo for your team that displays in the sidebar and team switcher. This makes it easier to identify your team at a glance, especially if you belong to multiple teams. To upload a team logo:- Open Settings and navigate to the Team tab.
- In the Team Logo section, click the upload area or drag and drop an image file (PNG, JPG, or WebP, up to a few MB).
- Your logo appears immediately in the sidebar and team switcher.
Profile Settings
You can update your personal profile information from the Profile tab in Settings:- Name: Changes take effect immediately.
- Email: Entering a new email address sends a confirmation email to the new address. The change applies once you click the link in that email. If your account is managed through an external identity provider (such as SAML SSO), email changes must be made through that provider.
Managing Team Membership
Multiple teams: Users can belong to multiple teams simultaneously. For example, a sales operations manager might access both “Sales Team” and “Operations Team” assignments. Flexible access: Easily add or remove users as roles change without disrupting the assignments themselves.Which Role Should I Assign?
Pick the role based on what the person needs to do day-to-day:| If this person needs to… | Assign them |
|---|---|
| Contribute to process mapping in Clarity | Clarity Member |
| Run assignments and connect their own connections, but not create assignments | Member |
| Create and manage their own assignments | Builder |
| Create, edit, and manage anyone’s assignments | Manager |
| All of the above, plus manage the workspace, members, and see all schedules and job results | Administrator |
| All of the above, plus handle billing and team deletion | Owner |