Create teams to turn on the Team-wide access level
A team is a group of members. Anyone with the Team-wide access level sees the records of every member of their team. Each member belongs to one team only.
Before you start · for owners and managersThe teams permissions in “Roles and permissions”
Before you start · for owners and managers
The teams permissions in “Roles and permissions”
- You need: The teams permissions in “Roles and permissions”
Steps
1
Open Settings → Roles, then the Teams tab.
2
Choose Add Team and type the Team Name.
3
Choose its members under Team Members.
A member who was in another team moves to the new team.
4
You can also choose a member’s Team when you edit them, or when you add them directly. An invitation has no team.
Where teams are used
Where
What it does
The Team-wide access level in units
The member sees their own records and the records of their teammates
The Team-wide access level in channels and email
The chats and email of teammates’ records
Notifications
Anyone with Team-wide access is notified when their team’s records change
Share a dashboard with a whole team
Changing a team’s members updates what everyone sees straight away.
“Team-wide access” always includes the person’s own records, even if they’re in no team.
If something goes wrong
What you see
Why
What to do
“A member can belong to one team only”
You chose more than one team.
Choose one team.
A supervisor can’t see an employee’s records
The employee is in another team, or the supervisor’s level isn’t Team-wide access.
Move the employee to the supervisor’s team, and see See a member’s actual permissions.
A real example
Shield Security Co.
The situation
Two branches, Riyadh and Eastern, each with its own supervisor.
What they did
- A “Riyadh” team and an “Eastern” team.
- Each supervisor has Team-wide access on clients and contracts.
The result
Each supervisor sees only their own branch, and the general manager, with Allowed, sees both.
A made-up company, to show the idea. The numbers are rounded.
Good to know
One team per member.
A team name has up to 255 characters.
Did this guide solve it?
If not, we’ll ask what was missing.