Teams
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      2. Users and permissions
      3. Teams

      Working with teams

      Teams are user groups that can be selected to grant access (viewing permissions) to a register item. Users can be members of one or more Teams

      Use case:  The senior managers in our organisation are all members of a team called Senior Management Team. So, we created a Team in the platform called SMT and added these managers to the Team. Now, we can simply select SMT in the Access Control component in any register item to give these managers access to the item. 

      Adding a Team

      Adding Teams requires administrative permissions. Learn more

      1. Switch to Admin mode via your account menu.
      2. Select Teams from the Administration menu.
      3. Click Add team and type a name for the team.
      4. Click OK
      5. Your team will appear in the list.
      6. Click on the assigned users for the team.
      7. Click Add users.
      8. Select your users from the drop-down menu.
      9. Click OK to save your changes.

      Tips:

      Users can be members of more than one team.

      Team membership is dynamic and impacts past access control. If a user is removed from a team, they will no longer be able to view the items they used to be able to see.  

      Remove users from a team

      1. Click on the assigned users for the team.
      2. Tick the box beside the users name or tick the first box to select all users.
      3. Click Remove users.
      4. Click OK to save your changes.

      Editing the name of a team

      1. Click on Edit to open the side panel. 
      2. Rename the team.
      3. Click OK.

      Deleting or disabling a team

      Once users have been added to a team it cannot be deleted. This helps to preserve the history of user access.

      1. If the trash can is highlighted you can delete the team. Otherwise, click on the tick icon to deactivate the team and it will be removed from view.
      2. Use the Show inactive toggle to display deactivated teams.