Teams

Teams lets you organize collaboration into shared organizations with role-based access, shared project spaces, and built-in team chat.

What Teams Includes

Organizations

Group people into a dedicated workspace with its own dashboard, members, projects, and settings.

Shared Projects

Add existing projects to the organization or create new ones directly for team-level ownership.

Role-Based Access

Assign Owner, Admin, Editor, or Viewer to match the level of control each teammate should have.

Team Chat

Keep project communication in context with real-time messaging, typing indicators, and attachments.

Getting Started with Teams

1. Create an Organization

Go to Teams in the workspace switcher, then click New Organization to set up your team space.

2. Invite Members

Use the Members page to send one or more email invites and choose a role for each invitee.

3. Add Team Projects

Open the Projects page and use Add Project to link existing personal projects or create a new one for the organization.

4. Collaborate in Team Chat

Use the Chat tab for real-time communication while working on shared projects.

Roles & Permissions

Owner

Full organization control
  • Manage members and roles
  • Edit organization settings
  • Transfer ownership
  • Delete organization
  • Manage projects and team chat

Admin

Administrative control without ownership-only actions
  • Invite/remove members
  • Change member roles
  • Manage team projects
  • Edit organization settings
  • Use team chat

Editor

Project contributor role
  • View team projects
  • Edit and add team projects
  • Use team chat
  • Collaborate across org workflows

Viewer

Read-focused role
  • View team projects
  • Use team chat
  • Follow team activity
  • Access organization dashboard

Note: Some sensitive actions are owner-only (like transferring ownership or deleting the organization).

Members & Team Chat

Member Management

  • Invite one or multiple members by email
  • Review active members and pending invites
  • Update roles or revoke access when needed

Team Chat Features

  • Real-time messages, typing indicators, and online presence
  • Attach GIFs, images, and flowchart references
  • Edit/delete your messages and load earlier history

Theo AI Slash Commands

Invoke Theo AI directly from the team chat by typing /theo. A command menu appears for autocomplete. Select a command, type your question, and press Enter. Simple questions are answered directly in the chat; complex tasks open a full AI conversation.

  • /theo <question> — Quick Q&A answered directly in the chat
  • /theo research, /theo code — Opens a full Theo AI conversation for deep work
  • /theo flowchart, /theo notes, /theo presentation — Creates a project and links it in the chat
  • Complex task results appear as linked cards visible to the whole team

Direct Messages (DMs)

DMs are private 1:1 conversations with anyone in your organization — online or offline. They live in the chat sidebar so you never lose track of an ongoing thread.

Starting a DM

  • Click the + next to the Direct Messages group in the chat sidebar and search any teammate by name or email — they don't need to be online.
  • Or hover an online teammate's avatar in the right panel and click the message icon.

Unread badges & notifications

  • A neon counter appears next to each conversation in the sidebar whenever you have unread messages from that person.
  • You'll hear a subtle chime + see an in-app notification when a new DM arrives — unless you're already in that thread.
  • Opening the DM clears the badge automatically. Email notifications respect your settings under Settings → Notifications.

Online status & last message

  • A green dot next to the avatar means that teammate is online somewhere in OpenCharts — not just inside this DM thread.
  • The latest message preview is shown under each DM and the list is sorted with the most recent conversation on top.

Organization Settings

Admins and Owners can manage general settings, organization branding (logo, colors, team profile), and collaboration defaults.

  • Update name, description, and profile details
  • Customize branding and default visibility behavior
  • Use owner-only danger-zone actions for transfer/delete

Deleting an organization is irreversible.

CollaborationWhiteboard