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Table of Contents

Overview

Lead Liaison allows Admins to setup 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 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. 

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To add a Team do the following:

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  • Go to Settings > Users > Teams
  • Click on the

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  • Add Team

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  • button
  • Enter the name of the new team. 
  • The new team is now visible

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Deleting Teams

To delete a Team do the following:

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  • Go to Settings > 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 Settings > Users Teams
  • Under the gear click Edit
  • Enter the new name of the Team

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  • and add/change a photo for the Team. See the screen shot below:

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Assign Access to a Team for an Event

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From the Event Designer: 

  1. Go to the Properties tab
  2. Go to Team Access
  3. Choose the intended team to assign them access to this event.
  4. Click Save.


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The team members will then be moved to Below User Access as shown:

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Distributing Leads to Teams

Lead Liaison allows users to distribute leads to Teams in round robin fashion. Higher priority Teams will receive leads first. To change the order of a Teams priority click the up and down arrows under the "Order" column. 

Removing a User from a Team

To remove a user from a Team do the following:

  • Go to Settings > 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

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.

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