Each Arist team has its own teammates, learners, delivery methods, and team details. Manage these settings from Team settings.

Org Admins can manage any team in the organization. Managers can manage the teams they belong to. The Teams list lets you switch between teams and manage each one from a single place.

This guide covers each page in Team settings in the order they appear in the sidebar.

Org Admins and Managers can open and edit Team settings. Other roles do not have access.

Org Admins manage organization-wide settings from Organization settings, including Organization, Tags, and organization-wide Delivery methods. Managers manage the day-to-day settings for their teams from Team settings.

Managing Users and Roles covers who can invite teammates and change their roles.

Select your organization name at the top of the sidebar, then select Team settings.

The Team settings menu includes Teams, Team details, Activity, Teammates, Learners, Delivery methods, and Channels. Select Exit above the menu to return to your content.

Select Teams to see the teams you can manage. Each row shows the team's Name, Description, and counts for teammates and learners.

Select Manage from a team's row menu to switch to that team and open Team details. Select Edit to rename the team without leaving the list.

Org Admins see every team in the organization. They can also select Create new or Delete from a team's row menu.

Managers see the teams they belong to and can Manage or Edit each team.

If you are an Org Admin or Manager and want to enable Teams, contact your Arist Customer Success contact.

Select Team details to update the name and description for the team.

The Team name is required, can be up to 100 characters, and must be unique within your organization. The Description is optional and appears next to the team on the organization's Teams list.

Select Save when you're done.

Select Activity in Team settings to see who made changes to the team and when, including teammates joining or leaving.

Use Date to choose a date range and Event to focus on one kind of change. Entries are grouped under Today, Yesterday, This week, and Earlier.

Org Admins can review any team's activity. Managers can review activity for teams they belong to.

Select Teammates to manage who belongs to the team and their roles.

The list shows each teammate's Name, Email, and Roles.

Select Add teammates to add someone to the team. Org Admins can add and remove teammates on any team, and Managers can do this on every team except the organization's Default team.

From a teammate's row menu, select Edit to update their details or Remove to remove them from the team. The Teams field in that panel follows the same boundary, so a Manager can save every other change there but cannot add or remove the Default team.

See Managing Users and Roles for how team membership works across the organization.

Removing a teammate removes them from this team only. Their Arist account remains active.

Enter the person's email address. Arist checks whether they already have an account before showing the rest of the form.

Roles are set at the organization level, not per team. A teammate can have more than one role. A Manager already has all of the Writer, Distributor, and Analyst capabilities, so no extra roles need to be added.

Changing a teammate's roles from this page changes what they can do throughout Arist. The following limits apply:

Select Learners to see which learners belong to the team and how each of them got there.

The list shows each learner's Name, the Platforms Arist can use to reach them, and their Membership. Membership reads Rule-based when the team's rules brought the learner in, and Manual when someone added them by hand. Select View from a learner's row menu to open their profile.

Learners can join a team through its rules or by being added directly. New learners who match the team's rules are added automatically.

Filter the Learners list by membership to separate the learners your rules maintain from the ones you added yourself.

Select Filter beside Search, choose Membership, then choose Manual or Rule-based. Select Clear all to return to the full list.

The filter and the search box work together, so you can search within a filtered list. On the organization's Default team every learner is rule-based, so filtering that team to Manual returns an empty list.

On teams other than the Default team, switch from All to Excluded only to see removed learners, when they were removed, and who removed them.

Switching between All and Excluded only clears your selection. The Membership filter is available in All only.

Select the checkboxes for the learners you want to update.

A bar at the bottom of the page shows how many learners you've selected:

To create a cohort, select Create cohort, enter a unique Name, optionally choose a Preferred timezone, then select Create cohort to confirm. If you selected learners across all pages, the cohort includes that full selection.

Select ✕ to clear the selection.

Viewing and Managing Learners covers the fields available for bulk editing.

You can select learners across multiple pages. Your selection stays active as you move through the list and clears when you change your search.

Add to cohort only shows cohorts that already include a learner visible in this team's list. See Managing Cohorts for more information about creating and managing cohorts.

Select Add learners next to Rules to add learners to the team one at a time or from a file. This option is available for every team except the organization's Default team.

The first step asks how you want to add them. Choose Enter manually to add one learner, or Upload CSV to add a batch from a file. Team is set to the team you are working in and stays there. Pick a cohort under Also add to cohort to enrol the same learners in one, then select Continue.

To add one learner, enter their Account email first. Arist looks the address up and asks for what it still needs.

When nobody matches, enter their First name and Last name, choose an Address type, and enter the matching Address. The address type defaults to SMS, so change it to Email before entering an email address. Select Add learner.

For a learner with no account email, select Continue without an email under the field and fill in the same details. Organizations that require an account email do not offer this option.

The learner appears on the team and organization-wide learner lists immediately.

When the Account email you enter in the Add learners flow matches somebody, Arist reads back who it found and offers the one action that is left, so the same person never gets a second record.

If you picked a cohort on the first step, a learner who is already in the team can still join it. The button reads Add to cohort.

Uploading a file adds a batch of learners in one pass, and Arist checks the whole file before it writes anything.

Select Add learners, choose Upload CSV on the first step, then work through the four steps the flow adds:

If your organization allows it, you can use account emails to match existing learners without including delivery-address columns; see Managing Organization Settings for the requirements.

A warning means a row was imported and something about it is worth knowing, such as an existing person picking up a new delivery address. An error means a row was not imported. Select Download warnings or Download errors to get the affected rows back as a file, fix them, and upload again. Select Finish to close the flow.

Select Rules to open the Edit team rules panel. The button shows the number of rules currently configured.

The organization's Default team includes every learner, so it does not use rules. Select Close to return to the learner list.

For other teams, choose a Field, Condition, and Value for each rule. Then choose how the rules in each block work together:

Select Add rule (AND) or Add rule (OR) to add another rule to the block. The button reflects your choice of Match all or Match any. Select Add OR condition to create another block. A learner qualifies if they match at least one block, and each block can use its own matching option.

Select Save to apply the rules.

You can also select a template under Add from a template to add a common rule, such as By department, By location, or New hires. Templates add to your existing rules. A template appears only when your organization already holds a metadata field matching it by name and type, covered in Managing Cohorts.

To match several values in one rule, select is one of and enter each value. Press Enter after each value.

Dynamic cohorts use the same rule builder. See Managing Cohorts for more information.

The Edit team rules panel tells you what the rules in front of you would do, so you can see the result while you are still editing.

Below the rules, Arist reports how many learners match. When that count differs from the team's current membership, it also reports how many learners saving would add and how many it would remove.

Edit a rule and the count clears while Arist works out the new answer. Finish an incomplete rule to get a count for it. If the check does not come back, select Try again.

The organization's Default team has no rules to check, so its panel shows no counts.

Select Delivery methods to choose which enabled delivery methods this team can use.

Arist supports six delivery methods: SMS, WhatsApp, Email, Microsoft Teams, Slack, and Arist Messenger.

Only delivery methods enabled for your organization appear here. Use the toggle for each method to turn it on or off for this team.

Organization-wide settings, such as the sender used for texts or the buttons learners see in Arist Messenger, are managed from the organization's Delivery methods page by Org Admins.

See Using Delivery Methods for more information about team delivery methods and organization-wide settings.

Select Channels to choose which channels are available for the team.

Use the toggles to turn channels on or off for the team.

For detailed channel settings, Org Admins can see Managing Channels in Organization settings. Channel settings are managed at the organization level and are only available to Org Admins.