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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:
- Go to Settings > Administration > > Users > Teams
- Click on the 'Add Team ' tab toward the top of the page
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- Enter the name of the new team.
- The new team is now visible under the 'Manage Teams' tab.
Deleting Teams
To delete a Team do the following:
- Go to Settings > Administration > > Users > Teams
- Check the box under the 'Remove' column for each Click the gear and select Delete next to the Team you want to deleteClick the 'Remove Selected' link above the table to remove the selected Teams
Editing Teams
To edit a Team name do the following:
- Go to Settings > Administration > > Users > Teams
- Under the Actions column gear click on ' Edit' next to the name of the Team you want to change the name of
- Enter the new name of the Team and add/change a photo for the Team. See the screen shot below:
Distributing Leads to Teams
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