How to create a team

Use teams to assign tasks or record viewing permissions to groups of users.

Teams are only available when using Simple Permissions. If you switch to Advanced Permissions, you will manage access to records through role permissions and profile permissions.

To create a new team:

  1. Go to the System Settings > Teams page.
  2. Enter the team name and click the Add Team button. The new team will appear in the list. (To edit the name of an existing team, click the pencil icon next to the team name.)

  3. Click the Team Members link next to the team name.

  4. Select a person to add them to the team or click the trash can icon next to a name to remove them. Your changes are saved instantly and the team is updated.

The new team will now appear below the list of users when you are assigning tasks or changing viewing permissions on a record.

Have more questions? Submit a request
Top