This is where you can view the different teams you have within your entity.
This is great if you have different office locations or want to separate the sales team from the internal document workflows.
Please note!
If Restricted access is ON the entity and if you have teams, the managers will be able to see the specific send-outs that have been done by the users in their team. Also, please note that if a document is set to private, the manager will not be able to see it.
Only an admin will be able to see all user's data, regardless if they are part of a team or not or if a document is set to private or not.
Requires plan professional or higher
How to navigate to your Team settings
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How to create a team
Please note!
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How to manage an existing team
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How to add a user to a team
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Good to know about teams
Below we will list how the team works when you have restricted access to other users' data on or off.
This setting controls if a user on an entity can see only their own or all documents on an entity. Read more about the setting here.
Visibility between users dependent on their role
Role | Team | Without "Restrict Access" | With "Restrict Access" |
Administrator | X | See everything | See everything |
Manager | X | See all teams X+Y Documents/Deals and their Archive/Contract management | See only my team "X" in Documents/Dealboard and my team "X" Archive/Contract management |
User | Y | See all teams X+Y in Documents/Deals/Archive/Contract management | See only my own Documents/Deals and my own Archive/Contract management |
Manage and edit your teams
It is not possible to have one user on multiple teams at the same time. A user can only be on one team at a time
It is not possible to manage and edit multiple users for teams at once, you can only bulk-select users to Change user roles, Activate, Deactivate, or Delete them.
To edit what team the user should be on you have to edit this individually for each user as described above