Teams

In the Organization Manager, you can create Teams of users to help ensure that in large organizations, all users have the right access to the accounts of those organizations.

Note: Only Organization Owners can create and manage teams.

To create new teams, navigate to the Organization Manager via the menu on the top left.

Viewing and Editing Teams

On the left side of the screen, select Teams.

Any teams that have already been created will be shown in a list.

1. To view details about team members and their assigned roles, hover over the pencil icon and click Show Details.

2. On the right, a panel slides out showing team members and their assigned roles.

3. Click on Add User to add new users and enter the user's name, then choose their role from the drop down.

4. Click Save to save your changes.

5. To edit the team settings, click on the Settings tab.

6. Change the team name and or choose which accounts the team has access to.

7. To assign all accounts under the organization, click on the Access to All Accounts toggle.

   

8. Click Save.

Creating New Teams

1. To create a new team, on the Teams page, click the Add Team button in the upper-right corner.

2. Name your team and click Save.

3. In the right-hand panel, you can add users and assign their roles as in step 3 in the section above.

4. Click Save to save your changes.

5. To edit the team settings, click on the Settings tab.

   

6. Change the team name and or choose which accounts the team has access to.

7. To assign all accounts under the organization, click on the Access to All Accounts toggle.

   

8. Click Save.

Assigning Users to Teams

When creating new users, you can also assign them to Teams.

Once you enter the user's email and choose their organization role, you can assign the user to accounts and teams using the drop-down boxes.