---
title: "Managing teams, offices and branches"
description: "Organise your people into teams and scope customers and payouts so each group sees what's theirs."
lastModified: "2026-06-13"
lang: "en"
wordCount: 405
url: https://qualyhq.com/training/settings/teams-offices-and-branches
---
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# Managing teams, offices and branches

> Structure your account to match how your business is organised.

## At a glance

- **Intended for:** Everyone
- **Available in:** All plans
- **Reading time:** 3 minutes
- **Last updated:** 31st May 2026

## Quick summary

In Settings → Manage teams, create teams to represent offices, branches or departments. Assign users to teams, and assign customers and payouts to teams so each group works with its own. List views like 'Assigned to my team' make this practical day to day.

## Overview

Most agencies aren't one undifferentiated blob—there are offices, branches, departments. **Teams** let you mirror that structure in Qualy and scope work so each group sees what's theirs.

## Creating teams

1. Go to **Settings → Manage teams**
2. **Create a team** for each office, branch or department
3. **Add users** to each team

## Scoping work to teams

Assign **customers** and **payouts** to teams so each group works with its own. List views make this practical:

- **All**
- **Assigned to me**
- **Assigned to my team**

Teams scope **assignments and visibility**; **roles and permissions** control what a user can *do*. Use them together: a team decides whose customers these are, permissions decide what each member can change.

Set up teams to match your real-world structure, then default people to "Assigned to my team" so their daily list is automatically the right one.

## Frequently asked questions

### What are teams used for?

To organise your people—by office, branch or department—and to scope work. You can assign customers and payouts to a team so each group focuses on its own.

### How do I create a team?

In Settings → Manage teams, create a team and add the relevant users to it.

### Can customers be assigned to a team?

Yes. Customers (and payouts) can be assigned to a team, and list views like 'Assigned to my team' let members see exactly what's theirs.

### Do teams change what users can do?

Teams scope assignments and visibility; permissions and roles control what a user can do. Use them together for the right access.

### Can teams represent offices or branches?

Yes—teams are flexible enough to represent offices, branches or departments, matching how your business is structured.

### Can a user be in more than one team?

Yes, where your structure needs it—useful for people who work across offices.

## Prefer doing this via the Qualy API?

Head over to our developer docs for everything you need—endpoints, examples, and simple how-tos.

[View API Docs](https://docs.qualyhq.com/docs)

## More on Qualy

**Industries**

- [For schools](/international-education/for-schools.md) — For international education schools
- [For agents](/international-education/for-education-agents.md) — For international education agents

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