Team settings can be configured by an administrator and are part of a series of access permission settings, whether for fields and templates or for clients and deals.
How to Create Teams
Create user teams to expand access level possibilities.
You can define that a user may only view clients that belong to members of their own team, for example, preventing them from viewing clients from other teams.
To create a new team, follow the steps below:
Click on the Administration module on the left side of the screen.
In the Users section, click on the "User Teams" option.
In the new window, click the "New Team" button in the top right corner.
Set a name and choose which users will be part of the team.
It is possible to create custom fields for teams, as shown in the image above. To edit the team form, follow the steps below:
In Administration – Fields and Forms, go to "User" and then "Teams":
New fields can be created by clicking on "Add field".
How to Add a User to a Team
To add a user to a team, you can access the team editor or the user's own profile screen and edit the "Teams" field.
Via the team editor:
Go to Administration – User Teams and select the desired team:
In the user list, select the user you want to add and save the team.
Via the user's page:
Go to Administration – User Tables, search for the user you want to edit, and open their page.
On the left side, hover over the Teams field and click the edit (pencil) icon:
Add the team and save the user.
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