Teams can be created to group Users together for purposes of sharing lists, email or document templates, contacts, intake forms, etc...
1. Create Team - Enter a name in the "Create New Team" input field then click "Save Team" on the navigation bar.
2. Defining Members of a Team - Once you have created the team you will need to add members. Click on the underlined name of the team, it will appear below the"Create New Team" input field once saved.
Example 1: Sales Team
In the example below we have a sales team. This team will consist of everyone who has the user role "Sales" assigned to them. You may use a team defined this way to share lists or document templates they will use.
Example 2: Lead Vendor Team
In the example below we have a team consisting of users from the Lead Vendor Company. This team will consist of everyone who has the user assigned to the company "Lead Vendor".
Example 3: User Team
In the example below we have a team defined with individual users. This team will consist of the 3 users highlighted under the Users section.
Example 4: Combination Team
In the example below we have defined this team using 2 member groups. It will include everyone who has the user role "Processor" and also "Admin User". In this case we want to make sure "Admin User" has access to anything the "Processor" users have access to. You may do this because the "Admin User" supervises the "Processor" team but since they have a different user role "Admin User" would not automatically be included on the Team. By adding "Admin User" as part of the Team, anything shared with this Team is now shared with the "Admin User" as well.
*Note: When defining a team you must keep in mind that each member group is mutually exclusive, meaning that by highlighting the a company we are including everyone from the company, regardless if we highlight any additional roles or users. If I had highlighted both a company and a user role it would not mean the that users with that role assigned to the company would be included on the team, it means that all users with the role and all user from the company would be included.