How to add a user to a team
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How to manage an existing team
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Adding a User to a Team in a Sub-Entity
If your organization has sub-entities, follow these steps:
Go to Your Main GetAccept Account:
Log in to your primary account to manage users across sub-entities.
Navigate to User Management:
Go to Settings > Manage Users.
View Sub-Entities and Users:
You will see a list of all sub-entities and their associated users.
Edit a User's Team Assignment:
Locate the user you want to edit.
Click on the three dots to the right of the specific user and select Edit.
Update Entity Membership:
Scroll down to the Entity Membership section.
Mark the user on the left and click Edit Team Membership.
Assign a Team:
Select the team you want the user to be part of.
Save Changes:
Click Save to finalize the team assignment.
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.
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