The Teams Management feature is designed to enhance collaboration by allowing users to be organized into structured teams. This functionality enables admins and managers to efficiently manage users and streamline access to shared resources, improving overall productivity.
Prerequisite: Only users with Admin access are authorized to create and manage teams. Regular users do not have permission to create teams and must request assistance from an Admin or Manager to set one up on their behalf.
Key Features
1. Create Teams👥
Admins and managers have the ability to create new teams that reflect their organizational structure, whether by department, region, or project focused. Each team can be given a unique name to ensure easy identification.
Key benefits?
Group users for better collaboration
Simplify resource sharing within teams
Previously shared resources will be available for new team members
Enhanced user management for admins and managers
Steps to create teams:
Navigate to the User Management page.
Click on the Create button.
In the pop-up window, enter a Team Name in the designated field.
Click "Create" to finalize the team setup.
Members can be added while creating the team or after team setup.
2. Search and Add People to Teams🔍
Teams can be populated quickly by searching for users and adding them directly to the appropriate group.
What search does?
Search for users by name or email address for quick selection.
Steps to search and add members
The pop-up displays a list of users, with the option to select multiple entries
As you type in the name or email address in search bar, the results update in real time.
3. Edit/Manage Teams
After a team is created, admins have the ability to edit details, including the team name and member list, to keep teams aligned with organizational needs.
How edit helps?
Keeps team details accurate and relevant
Allows quick adjustments when team changes
Ensures teams continue to reflect current business needs
Steps to manage team: 🛠️
Click on Manage team
In the pop-up window, search for the user by name or email, then select the user to add them to the team.
Click Done to save the changes
Delete Team:
The Delete Team feature helps you remove teams that are no longer needed, maintaining user management organized and up to date.
How delete works?
The team will no longer appear in the system or be available for resource sharing.
The team will lose access to all previously shared resources.
Steps to delete
Click the Delete icon next to the team you want to remove.
A confirmation pop-up will appear with the message: “Confirm Delete.”
Confirm the action to permanently delete the team
Note: All resources shared only with this team will be removed.
Notes
There is no limit to the number of members that can be added to a team. However, for optimal efficiency and ease of management, it is recommended to keep each team to a maximum of 50 members.
Additionally, team names should be limited to 256 characters and avoid the use of special characters to ensure compatibility and clarity.
Share Email Templates to Teams:
Email templates can be shared with the team that is created on the User management page.
Navigate to the Share option within the Email Templates section.
In the pop-up window, you will have the option to share with entire teams or select individual members.
3. The pop-up displays the teams and individuals the Email template is currently shared with.
4. Access permissions can be managed at either the team level or the individual level.
5. Deleting a user or team from the list will remove their access to the Email template.
6. The Email template card highlights the team and members its shared.
Share Cadences with Teams
Cadences can be shared with the team that is created on the User management page.
Navigate to the Share option in a Cadence
In the pop-up window, you will have the option to share with entire teams or select individual members.
3. The pop-up displays the teams and individuals the Cadences is currently shared.
4. Access permissions can be managed at either the team level or the individual level.
5. Deleting a user or team from the list will remove their access to Cadences
6. Shared Cadences will be available in "Shared with me" section for individual users and teams.