Teams & Departments

Work in Progress

This documentation is actively maintained. Features described here may change as the platform evolves. Last reviewed: February 2, 2026.

The Rax Platform organizes people into departments and teams. This structure determines what you can see and who you work with.

Your Role on This Page

Admin

As an Admin, you can create and edit departments, create teams, and assign leads. You have full control over the organizational structure and can manage all departments and teams.

Department Lead

As a Department Lead, you can manage teams within your department and assign team leads. You can create new teams in your department and update team assignments.

Team Lead

As a Team Lead, you can view your team structure. You can see who is on your team and their roles.

Member

As a Member, you can view your team and department info. You can see which department and team you belong to and who your leads are.

How It Works

Organization
├── Department (e.g., Software)
│   ├── Team A
│   │   ├── Team Lead
│   │   └── Members
│   └── Team B
│       ├── Team Lead
│       └── Members
├── Department (e.g., Embedded)
│   └── Team C
│       ├── Team Lead
│       └── Members
└── Department (e.g., Testing)
    └── Team D
        ├── Team Lead
        └── Members

• Every user belongs to exactly one department and one team
• Each department has a Department Lead
• Each team has a Team Lead

Departments

Departments represent major divisions in the organization (e.g., Software, Embedded, Testing). Departments affect:

• Which task tabs you see (Software tasks, Embedded tasks, etc.)
• Which KPI data leads can view
• Which activity logs are visible to department leads

Managing Departments (Admin Only)

1. Go to People
2. Switch to the By Department view
3. Click the edit icon on a department card
4. Update the department name or details
5. Click Save

Teams

Teams are groups within a department. Teams affect:

• Task assignments — Team leads can assign tasks to their team members
• Project allocations — Teams are assigned to projects with budget allocations
• KPI scoping — Team leads see analytics for their team

Creating a Team (Admin Only)

1. Go to People
2. Click Create Team
3. Select the department the team belongs to
4. Enter the team name
5. Assign a team lead
6. Click Create

Editing a Team (Admin Only)

1. Go to People
2. Switch to the By Team view
3. Click the edit icon on a team card
4. Update the team name or lead
5. Click Save

tip

When a new employee joins, the administrator assigns them to a department and team during the invitation process. To change someone's team later, edit their profile from the People page.