Overview

Lead Liaison allows Admins to 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.

Managing Teams

This section covers adding, deleting and editing Teams. 

Adding Teams

To add a Team do the following:

• Go to Settings > Users > Teams
• Click on the Add Team button
• Enter the name of the new team. 
• The new team is now visible.

Deleting Teams

To delete a Team do the following:

• Go to Settings > Users > Teams
• Click the gear and select Delete next to the Team you want to remove

Editing Teams

To edit a Team name do the following:

• Go to Settings > Users > Teams
• Under the gear click Edit
• Enter the new name of the Team and add/change a photo for the Team. See the screen shot below:

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:

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. 

• Click on The check box to select all users or click in the dropdown to select individuals.
• Click on Actions > Delete

• Confirm your selection.