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Update Team Management docs for the unified team page (#38036)
* Update Team Management docs for the unified team page
* Remove mapview reference
* Condense details sections
* Replace spaced em dashes with colons to satisfy Vale
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Co-authored-by: Toma <tom.nof@datadoghq.com>
Copy file name to clipboardExpand all lines: content/en/account_management/teams/manage.md
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@@ -7,46 +7,43 @@ description: Customize team pages, manage membership, set up subteams, and confi
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Each team has a detail page that displays information about the team, its members, and its associated resources. Navigate to a team detail page by clicking on a team from the [Teams directory][1].
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The team page displays the following resources associated with your team:
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- Dashboards
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- Notebooks
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- Monitors
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- Services
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- Links
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- Ongoing incidents
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- API endpoints
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The team detail page is organized into three tabs:
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You can change which resources are shown and their order on the page.
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-**Info**: Core team details and membership.
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-**Resources**: The Datadog resources associated with the team.
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-**On-Call**: The team's [Datadog On-Call][6] configuration.
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Customize the look of your team by choosing an emoji avatar and banner. The emoji avatar displays next to the team name in lists across Datadog.
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The team header displays the team's avatar, banner, name, and description. Customize the look of your team by choosing an emoji avatar and banner. The emoji avatar displays next to the team name in lists across Datadog.
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See the following instructions to customize your team.
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### Info tab
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### Customize layout
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Core team details: notification channels, links, connections, hierarchy (parent team and subteams), and members.
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To modify the team page layout, you must have the `user_access_manage` or `teams_manage` permission. Alternately, you can be a team member or team manager of a team that is configured to allow members and managers to edit team details.
1. To reorder the resources, click and drag the drag handle icons.
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1. To hide a resource, mouse over an item and click the eye ({{< ui >}}Hide content{{< /ui >}}) icon.
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The Datadog resources the team owns, grouped by area such as productivity, software, performance, and cloud cost. If the team has subteams, use the **Include Subteams** toggle to show their resources alongside the team's own.
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Hidden resources appear at the bottom of the page layout dialog. To reveal a resource, mouse over it and click the {{< ui >}}Unhide content{{< /ui >}} icon.
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### On-Call tab
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The team's [Datadog On-Call][6] setup: members, schedules, escalation policies, routing, and handover automation.
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### Customize settings
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To modify the team details, you must have the `user_access_manage` or `teams_manage` permission. Alternately, you can be a team member or team manager of a team that is configured to allow members and managers to edit team details.
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To modify a team's details, you must have the `user_access_manage` or `teams_manage` permission. Alternately, you can be a team member or team manager of a team that is configured to allow members and managers to edit team details.
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Edit a team's details directly from its detail page:
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Click {{< ui >}}Settings{{< /ui >}}. The settings dialog appears.
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-**Avatar, name, and description**: Mouse over the team name and click the edit (pencil) icon.
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-**Banner**: Mouse over the banner and click the edit (pencil) icon.
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-**Info tab sections**: Mouse over a section, such as Links, Members, or Notification Channels, and click its edit icon to update it in place.
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From the settings dialog, use the menu to customize the following team settings:
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- Members
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- Links
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- Name and description
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- Avatar and banner
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- Page layout
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- Permissions
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- Notifications
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- GitHub connection
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Use the Settings (gear) menu in the team header for the following actions:
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-**Configure Notifications**: Add or update the team's notification channels. Supported targets include Slack, Microsoft Teams, PagerDuty, email, and ServiceNow.
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-**Edit Roles and Permissions**: Manage the roles and permissions associated with the team.
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-**Edit Team Handle**: Change the team's handle.
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-**Edit Connections**: Connect the team to external systems. Connect a **GitHub team** to associate the Datadog team with a GitHub team, or connect a **ServiceNow assignment group** to route incidents and change requests automatically.
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-**Join Team** or **Leave Team**: Add yourself to or remove yourself from the team.
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## Team membership
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### Team modification permissions
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Under the team's settings, in the {{< ui >}}Permissions{{< /ui >}} tab, specify which users can modify the team membership. The following options are available:
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In the team's roles and permissions settings, specify which users can modify the team membership. The following options are available:
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- Only users with the `user_access_manage` permission
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- Team managers
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- Team managers and members
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- If your org has selected SAML as the only team provisioning source, then the SAML team mappings control team membership. You cannot modify the team membership through Datadog.
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- If a team is managed through an identity provider, then the identity provider controls team membership. You cannot modify the team membership through Datadog.
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### Subteams (hierarchical teams)
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A team that is managed externally from an identity provider displays a **Managed** badge in its header.
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### Subteams (hierarchical teams)
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{{< site-region region="gov,gov2" >}}
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<divclass="alert alert-warning">
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With subteams, you can nest teams within each other to mimic your company's hierarchy in Datadog, allowing for a more complete and accurate ownership model. Subteams also provide an enhanced filtering experience; select a larger team (like a director-level group) to find all the data connected to any of its subteams.
On the {{< ui >}}Subteams{{< /ui >}} tab, you can add and remove existing teams. For a clear view of a team's place in its hierarchy, go to [**Teams**> **Map View**][4], then search for the team by name.
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A team's subteams appear in the **Hierarchy**section of its Info tab.
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To automate subteam management based on your organization's hierarchical structure, use the [Teams APIs][5].
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## Manage teams through an identity provider
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- Team handle
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- Team membership (synchronized from the corresponding identity provider group)
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To ensure that managed teams stay consistent with their configuration in your identity provider, you must make changes to managed properties in the identity provider, not through the Datadog site or API.
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To keep managed teams consistent with their configuration in your identity provider, make changes to managed properties in the identity provider rather than through the Datadog site or API.
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Datadog supports Okta and other SCIM-compliant identity providers for managed teams.
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@@ -122,5 +121,5 @@ To enforce a strict membership model, configure your default team settings so {{
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