Teams Review Checklists

Use these checklists before making private organization changes.

Before Creating A Private Organization

• I know this is private organization work, not marketplace work.
• I know who should be an admin.
• I know the organization name.
• I know which locations need to be managed.

Before Adding A Location

• I am in the correct organization.
• The location is private, not marketplace-facing.
• The name is clear for members.
• I know whether resources are needed.
• I know whether a floor plan is needed.

Before Adding A Resource

• The resource name is clear.
• The resource belongs to the correct location.
• The capacity or purpose is known.
• The availability expectation is known.
• The right people should be able to book it.

Before Creating A Booking

• The person or team is correct.
• The location is correct.
• The resource is correct.
• The date and time are correct.
• I know whether the booking repeats.
• I checked for conflicts.

Before Managing Access

• The user is using the correct email.
• The user belongs to the organization.
• The user has the right role.
• SSO requirements are understood.
• I am not sharing private member details publicly.

Before Connecting Integrations

• The right workspace or tenant is selected.
• The organization approved the install.
• The right admin is signed in.
• I know who owns the external tool.