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Overview
Lead Liaison allows Admins to setup Admins can set up Teams across their organization. Each user can be part of multiple teams. If a user is part of multiple Teams then the rights/permissions for each Team is are inherited. For example, if permissions for feature X is off in Team A but on in Team B and the user is part of both Team A and Team B then the user will have access to feature X since it was on in Team B.
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Setup Team permissions to provider Team members with select access rights. Learn more about Team permissions here. |
Managing Teams
This section covers adding, deleting, and editing Teams.
Adding Teams
To add a Team do the following:
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Go to Setup > Users > Teams
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Click on the
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New button
Enter the name of the new team.
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The new team is now visible
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How to Add Users to a Team
Adding a Single User to a Team
Navigate to Users > All Users.
Click on the profile of the user you want to assign.
Scroll down to the "Assign to Team" section.
Select the desired team from the dropdown list.
Adding Users in Bulk
To bulk add users to a team, follow the steps below:
Go to the All Users page.
Click the small selection box to choose individual users or select the entire page.
Click on Actions and choose Add to Team as shown
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Deleting Teams
To delete a Team do the following:
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Go to Setup > Users > Teams
Click the gear and select Delete next to the Team you want to remove
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Editing Teams
To edit a Team name do the following:
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Go to Setup> Users > Teams
Under the gear click Edit
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Enter the new name of the Team
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Distributing Leads to Teams
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and add/change a photo for the Team. See the screenshot below:
Notifying a Team
To notify a Team name do the following:
Go to Setup> Users > Teams
Under the gear click Alert
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Customize the notification preferences for the team
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Click Save
Assigning a Security Profile to a Team
To assign a security profile to a Team do the following:
Go to Setup> Users > Teams
Under the gear click Assign permissions
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Click on the Security Profile field to choose the intended security profile
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Click Save
Unassigning a Security Profile to a Team
To unassign a security profile from a Team do the following:
Go to Setup> Users > Teams
Under the gear click Unassign permissions
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Click on the Security Profile field to choose the intended security profile to be removed
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Click Save
Assigning Capture Form Labels to a Team
To assign a label or labels to a Team do the following:
Go to Setup> Users > Teams
Under the gear click Capture form labels
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Click on the Labels field to choose the intended label or labels
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Click Save
Assign Access to a Team for an Event
From the Event Designer:
Go to the Properties tab
Go to Team Access
Choose the intended team to assign them access to this event.
Click Save.
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The team members will then be moved to Below User Access as shown:
Removing a User from a Team
To remove a user from a Team do the following:
Go to Setup> Users > Teams
Search for the intended team.
Click on the number below the Users column.
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Click on The check box to select all users or click in the dropdown to select individuals.
Click on Actions > Delete
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Confirm your selection.
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Note: Removing a user from a team does not remove them directly from the capture forms they are assigned access to. Since they are saved below User Access. They must be removed from the User Access of the intended capture form as well. |
