Teams

Teams are dynamic entities and can be updated as necessary to reflect changes in ownership, associations, members (new users or those who have to be removed), views, and data sharing policies with other teams. As your organization changes, your teams, user assignments and roles should be adjusted to reflect the new environment.

You can create hierarchical relationships between teams, and create data sharing policies among teams. You can also create different views for teams so that each sees data that is relevant to their team members and activities.

Guidelines

In conjunction with Access Profiles, the combination of Team and Role assignments controls the user's ability to view and access data.

• Users

• Users can be members of multiple Teams
• When users are given access to an application, they are assigned one or more Roles

• Roles

• Roles are defined for applications
• Roles define the types of data users can access and share with other team members
• Default Roles are available in the platform
• Additional roles can be created and the default roles can be modified as needed

• Teams

• Each user must be assigned to a Primary Team.

Organizing Teams

When you first create and sign into an account, you are given a single team called “My Team.” You can rename the team to be more fitting (the name of your company or organization, for example). You can add other teams in parallel or nested within this team (as child teams), depending on how you want to structure your organization.

Establishing this hierarchy depends on what functions and data you anticipate your team will need. For example, in most organizations, HR and Sales will likely not share any similar information (or if they do, you can create a data sharing policy to manage data visibility for each team). On the other hand, they may be separate, but can all fall under the main organization so they can have access to common information (expense report forms, for example).

Another instance where you would want to establish Child Teams may be if you have focused groups within a larger overarching team. For example, the Sales team can be broken down into regional groups or for different stages of the sales process or different products they're selling. You can be as discrete as you need to simply by adding more teams.

Child Teams

The Teams page displays the teams you have set up, including their hierarchical relationship and the members of each team. The top-level teams are referred to as parent teams, and subordinate (nested) teams are referred to as child teams.

Add or Edit a Team

1. Click Settings > Administration > Teams
2. Click the expand button [+] to show teams, subteams and team members, or click the collapse button [-] to hide teams, subteams and members
3. Choose one of the following options:
   • To add a team, click the [Add Team] button
   • To edit a team, click the Details link next to the Team to be modified
4. Complete the following information:

   Team Name

   The name of the team as it will appear in the platform

   Parent Team

   The name of the parent team that includes this team

   Click the Lookup button to select a team from the list, or leave this field blank if this is a top-level team

   Show Opportunities in Log Activity

   Checkbox, controls visibility of the Opportunities Grid in Log Activity for the Account, Prospect or Contact objects

   If checked, the Activity log is enabled

   Learn more: Opportunities Grid in Log Activity

5. Click [Save]

Attach a Child Team

Note: A nested team or Child Team takes on the permissions of its Parent Team.

1. Click the [Attach Team] button, and edit these fields:

   Team Name

   The name of the team as it will appear in the platform

   Parent Team

   The name of the parent team that includes this team. #:Click the Lookup button to select a team from the list, or leave this field blank if this is a top-level team

2. Click [Save]

Add a User to the Team

1. Click the [Attach User] button, and edit these fields:

   User

   Enter the User name or click the Lookup button to select the new team member

   Teams

   Enter the Team name or click the Lookup button to select the new team

   Primary Team

   Select the check box to make this the user's primary team; All users must be associated with a primary team

   Role

   Enter the Role name or click the Lookup button to select the user role

   Notes

   Enter any notes you want to include about this user

2. Click [Save]

Add a Data Sharing Policy

1. To add a new Data Sharing Policy, click the [Add Policy] button
2. Click [Save]

Delete a Team

In order to delete a team, you must remove all child teams associated with the team, and remove (unattach) all users from the team. If you attempt to delete a team that has attached users or child teams, you will get an error message, and will be prevented from completing the action. Follow these steps to delete a team:

Preparation

In order to delete a team, the following conditions must be true:

• if this team is assigned as a user's primary team, you must attach the user to another primary team - see Select a Primary Team
• the team must have no associated child teams - see Remove a Child Team
• the team must be empty, and have no members - see Remove Team Members

Select a Primary Team

1. Click Settings > Administration > Teams
2. Click the Details link next to the User to be modified;
3. In the Members section, click the Edit link next to the User name you want to change
4. Confirm that the Primary Team checkbox is selected; Click the checkbox to toggle between select/deselect
5. Optionally, use the Role [Lookup] button to select a new role
6. Enter any Notes you want to retain with this team assignment, and click the [Save] button to continue

File:Teamuserattachmentupdate.gif

Remove a Child Team

1. On the main Team page, click on the [Details] link next to the team name.
2. In the detail page for that team, remove any users from the team.
   • Click the Edit link next to the user's name.
   • In the Update User Attachment page, click the [Delete] button. Make sure the Primary Team option is not selected. If it is, see the previous procedures for assigning the user to another primary team.
   • Confirm your action about deleting the user with the team.
3. When all users are removed from the child team, click the [Delete] button in the detail page for that team, and confirm your action. The child team is now deleted from the platform.

Delete Team Members

1. Click Settings > Administration > Teams
2. Click the Details link next to the team to be modified
3. In the Team Page, click the Edit link next to the User Name in the Members section. The detail page for the user opens.

   File:Team.gif

4. Click the [Delete] button to delete the user from the team (unattach the user)

   File:Teamuserattachmentupdate.gif

5. Optionally, add Add a User to the Team

Delete the Team

This action will be successful when these conditions are true - See Preparation.

1. Click Settings > Administration > Teams
2. Click the Details link located next to the name of the team you want to delete
3. In the Details page, click the [Delete] button, and confirm that you want to delete the team

The team is removed from the platform.

Opportunities Grid in Log Activity

File:Logactivity.gif

When the Show Opportunities in Log Activity option is enabled, and the Log Activity File:Logactivityicon.gif icon is clicked (in an Account, Template:Leadprospect or Contact record), Team members can see the related Opportunities in a grid format.

Only members of the Primary Team see this grid view.