The Teams concept allows you to give employees access to certain relations by placing them in the right teams. Once you have assigned a team to a specific relation, only employees of the relevant (or parent) team will have rights to these relations.
Managing teams
Teams can be managed in Settings > Teams
Display an overview of all team members. 💡What do the different name styles in the team list mean?
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Add a new team. | |
Delete a team. 👉 Warning: When you delete a team, all its members will lose access to the entities that the team previously managed. |
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Use the "Restructure teams" button to quickly adjust your team structure. Drag teams around with your mouse to change their position or to nest one team under another. This allows you to set up your team hierarchy in a way that makes the most sense for your organization. |
Assigning teams to a relation
Once the configuration of Teams has been created, you can assign one or more teams to a relation. The employees who were not in one of these teams will no longer be able to consult these relations.
Teams and Tasks
👉 Please note: it is not possible to assign tasks directly to a team or to filter them on team
As an alternative, we recommend using task labels. For instance, you can create a label like "team-administration" and assign it to the relevant tasks. This way, team members can easily filter for tasks that are meant for their team.