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How to add users and manage your teams
How to add users and manage your teams

How to add users to your team and how to manage an existing team

Updated over a week ago

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!

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

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

Related Articles
What is an Administrator, Manager, and User?
Manage users across sub-entities
Licenses
Entity settings (E-sign plan)
How to add users to your entity
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