Managing Team Workspaces and Members in Palladium AI

Learn how team admins create and configure Palladium AI workspaces, set team identity, and manage multi-branch cooperative environments.

As a team admin, you are responsible for setting up and maintaining the workspace that your cooperative or community finance team operates in. Palladium AI organises all activity — loans, savings, member records — inside discrete team workspaces, so getting the structure right from the start keeps your data clean and your team selector readable as your network grows.

Creating a Team

To create a new team workspace, open the Palladium AI dashboard and navigate to the team selector in the sidebar. Click Create team, then enter a name that identifies the cooperative or branch this workspace represents. Once you confirm, the workspace is provisioned immediately and you are set as its first admin.

Give your team a name that is specific enough to distinguish it from other workspaces in your network. A name like “Nairobi Branch” or “Kampala HQ” is far more useful than a generic label when members or platform owners are scanning a list of teams.

Team Identity

The team name you choose appears in the workspace header and is used to generate the workspace URL slug. Because the slug is set at creation time, renaming a team later does not change the URL — plan your naming carefully before inviting members.

The workspace header always displays the current team name, which helps members confirm they are working in the correct branch before performing any data entry.

Multi-Branch Setup

Large organisations that operate across multiple locations can create one team per branch. Each workspace holds its own member directory, loan records, savings deposits, and analytics — data is fully isolated between branches, so activity in one team never appears in another.

Members who belong to more than one branch are granted access to each relevant team separately. They switch between workspaces using the team selector in the sidebar, which lists every team they are a member of. Platform owners can see and access all teams from a single account without needing a separate invitation to each.

Deleting or Archiving a Team

Admins cannot delete or archive a team workspace directly. To remove or archive a workspace, contact your platform owner and request the action. The platform owner will handle the change from their cross-team view.

When a team is archived, all member records and financial data are retained — nothing is destroyed. Archived workspaces are hidden from active team selectors but can be restored by the platform owner if needed.

Use clear, consistent naming conventions for teams (e.g. “Nairobi Branch”, “Kampala HQ”) so team selectors remain readable as the network grows.