For larger organizations the Teams feature allows you to define groups of Users and easily manage their roles and permissions.
Teams make it easier to manage roles and projects for a group of users. Users who are a member of a Team will inherit the roles and projects that are assigned to the team.
The Company Admin role is required in order to manage the users & permissions for each Team.
Note you can still assign permissions directly to a User if needed. The permissions granted via Teams are additively combined with permissions assigned directly to a User.
Viewing Teams
To manage Teams in your organization, navigate to the Admin area and click on the Teams tab.
If you can't see the Teams tab, the feature may not be enabled for your Company yet. Contact your Timescapes Account Manager to request access if you'd like to start using the Teams feature.
Creating & Editing Teams
- Click on the Add or Edit button shown above
- A window for the Team will appear. Here you can manage which Users will be on the Team, and what Projects & Roles they will be able to access.
Adding Users to Teams
All users added to a Team will receive the same role and permissions that are assigned to the team. To add users to a team:
- Open the Team window by selecting a team and clicking the ... button and click Edit
- Click the Add User button shown above
- Select from the list of Users already in your organizaiton, or enter email-addresses if you'd like to invite a new person directly
- Click the Add Users button at the bottom of the window.
- The Team window will now show the pending changes. Click Save to complete the process.
Managing Team Projects & Permissions
Adding projects to a team gives all users in the team access to that project with the specified role. To add projects to a Team:
- Open the Team window by selecting a team and clicking the ... button and click Edit
- The lower portion of the Team window shows what Role(s) will be given for each Project.
- Select the Project(s) and the Role that should be given.
If needed, a Team can give different Roles to different Projects. For example, you might want a Team to grant Standard-User on most projects, and also grant Power-User access on a few specific projects. Click the + button underneath the Role dropdown to add additional roles as needed.
Removing Users from a Team
- Open the Team window by selecting a team and clicking the ... button and click Edit
- The Team window shows the list of Users on the team. To remove a User, click on the X on the right side. The row will change color, indiciating that they will be removed when you click Save.
- Click the Save button to finish removing the user(s).