How to manage teams?
Organize your users into teams to manage their access to catalogs, discounts, and templates
Introduction
Teams allow you to group your users to manage access to your quote templates. It is an effective way to organize your sales funnel and control the scope that each group can access.
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Prerequisites : You must have the
Admin role to access this screen.
Access
- In the left side menu, click Settings
- In the Users and teams section, click Teams
View the list of teams
The screen displays the list of all teams in your workspace:
- Name : Team name
- Reference : Internal reference to identify the team
- API Name : Technical identifier for integrations
Search for a team
Use the search bar at the top of the screen to filter the list by name or reference.
Navigate the list
At the bottom of the table, you can:
- Change the number of rows displayed per page via the Rows per page menu
- Navigate between pages using the pagination buttons
Create a new team
- Click the + New team button at the top right
- A new page opens to configure your team
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Tip : Check out the article “How to create and configure a team?” to discover all the available configuration options.
Edit a team
- Locate the team to edit in the list
- Click the ⋮ menu to the right of the row
- Select Edit
- Make your changes and then save
Delete a team
- Locate the team to delete in the list
- Click the ⋮ menu to the right of the row
- Select Delete
- Confirm the deletion
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Warning : Before deleting a team, make sure that no users are still assigned to it. The users concerned will lose their access to the resources linked to this team.
Related articles
- How to create and configure a team?
- How to manage users?
- How to invite and configure a user?