Overview

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 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.

Managing Teams

This section covers adding, deleting, and editing Teams. 

Adding Teams

To add a Team do the following:

How to Add Users to a Team

Adding a Single User to a Team

  1. Navigate to Users > All Users.

  2. Click on the profile of the user you want to assign.

  3. Scroll down to the "Assign to Team" section.

  4. Select the desired team from the dropdown list.

Adding Users in Bulk

To bulk add users to a team, follow the steps below:

  1. Go to the All Users page.

  2. Click the small selection box to choose individual users or select the entire page.

  3. Click on Actions and choose Add to Team as shown

Deleting Teams

To delete a Team do the following:

Editing Teams

To edit a Team name do the following:

  

Notifying a Team

To notify a Team name do the following:

Assigning a Security Profile to a Team

To assign a security profile to a Team do the following:

Unassigning a Security Profile to a Team

To unassign a security profile from a Team do the following:

Assigning Capture Form Labels to a Team

To assign a label or labels to a Team do the following:

Assign Access to a Team for an Event

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.

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:

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.