User team settings can be configured by an administrator and are part of a series of access permission settings, both in fields and templates, as well as in clients and deals.
How to Create Teams
Create user teams to enhance access level possibilities.
You can define that a user can only view clients belonging to members of their team, for example, preventing them from seeing clients from other teams.
To create a new team, follow these steps:
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 upper right corner.
Define a name and 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 these steps:
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 either access the team editor or go directly to the user’s page and edit the "Teams" field.
Through 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.
Through the user’s page:
Go to Administration – User Tables, search for the user you want to edit, and access their page. On the left, hover over the Teams field and click the edit pencil icon:
Add the team and save the user.