How to create and manage Teams

How to setup your users on different teams

Updated over a week ago

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

  1. Click on your profile image up to the right

  2. Select Settings

  3. Select Teams under Entity settings

  4. Here you can start creating teams and managing existing teams.

How to create a team

  1. Click on Add team+

  2. Enter a name

  3. Click on Save

  4. Done!

Please note!

  • You can only create your teams in this setting, you cannot add users to teams here. The only thing you can edit in teams is the change of name, status (active/inactive), or delete the team.

  • To add and edit a user within a team this is done in Manage users in settings.

How to manage an existing team

  1. Click on the team name

  2. Here you can change the name, change the status, or delete the team

  3. Click on Save when any changes have been made

How to add a user to a team

  1. Click on your profile image up to the right

  2. Select Settings

  3. Select Manage Users under Entity settings

  4. Click on the three dots next to the user you want to add to the team and select Edit or click on the user name.

  5. Select the team you want to add the user on

  6. Click on Save

  7. Done!

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

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