---
title: Organise agents by team and owner
description: Group agents into teams and record the person who owns each one.
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---

Once an account has more than a handful of agents, it helps to know which team runs each one and who to ask about it. Teams group agents in the sidebar and on their own page; an owner names the person responsible for an agent.

By the end, the agent belongs to a team, has a named owner, and shows both on its Agent page.

## Before you start

- Your admin user has the **Full access** role. A Read only user can't create teams or people, or change an agent.
- You know the owner's name and email address. Owners are records on the People page, not sign-ins: a person doesn't need an admin user to own an agent, and an admin user isn't automatically a person.

## Create the team

1. Go to **Organisation** › **Teams**.

   The [Teams page](/web-app/teams) lists each team with how many people and agents it has.

2. Select **Create team**.

   The **Create team** dialog opens.

3. Enter a **Team name** and select **Create team**.

   Prefactor shows **Team created successfully** and the team appears in the list.

## Record the owner

4. Go to **Organisation** › **People** and select **Create person**.

   The **Create person** dialog opens.

   ![The Create person dialog with Name, Email and Title filled in and a checkbox for each team under Teams.](../../../assets/screenshots/guides/create-person-dialog.png)

5. Enter the person's **Name** and **Email**, and optionally a **Title**. Under **Teams**, tick the team you created. Then select **Create person**.

   Prefactor shows **Person created successfully**. The person's row lists the team under **Teams**.

## Assign the agent

6. Go to **Agents** and select **View details** on the agent's card.

   The [Agent page](/web-app/agent) opens.

7. Select **Edit** on the card at the top.

   The **Edit agent** dialog opens. Below the name and description are the agent's **Team** (1) and **Owner** (2).

   ![The Edit agent dialog, with markers on Team (1) and Owner (2).](../../../assets/screenshots/guides/edit-agent-dialog-team.png)

8. Choose the team from **Team** and the person from **Owner**, then select **Save changes**.

   Prefactor shows **Agent updated successfully**. The card at the top now shows **Team** and **Owner**, each linked to its page.

When you register a new agent, the **Register agent** dialog on the [Agents page](/web-app/agents) has the same **Team** and **Owner** fields, so you can set them from the start.

## Verify

- In the sidebar under **Agents**, the agent is listed beneath the team's name.
- The team's page, opened from the [Teams page](/web-app/teams), lists the agent under **Agents** and the owner under **People**.
- The owner's page, opened from the [People page](/web-app/people), lists the agent with the role **Owner**.

## If it didn't work

- **The person you want isn't in the Owner list.** The list shows people from the People page, not admin users. Create a person for them first.
- **The agent still appears outside any team in the sidebar.** The edit wasn't saved, or **Team** is set to **None (not assigned)**. Open **Edit** again and check.
- **The agent belongs to the wrong team.** An agent has one team at a time. Choose the right one in **Edit** and save; it moves.
- **Saving fails with a permission error.** Your admin user is Read only. Ask someone with Full access to change your role on the [Account › Admin users tab](/web-app/account/admin-users).

## Other ways to do this

The API creates teams with [POST /api/v1/team](/api/platform/operations/actionteamcreate) and people with [POST /api/v1/person](/api/platform/operations/actionpersoncreate). Set an agent's `team_id` and `owner_person_id` with [PUT /api/v1/agent/{agent_id}](/api/platform/operations/actionagentupdate).

## Related

- [Agent](/platform/concepts/agent) — what an agent is.
- [Teams page](/web-app/teams) — every team, and each team's people and agents.
- [People page](/web-app/people) — the people who own your agents, and the teams they belong to.
- [Agent page](/web-app/agent) — the card at the top and the Edit dialog.
- [Invite an admin user](/guides/invite-an-admin-user) — give someone a sign-in to the account.