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How to setup and manage Teams
How to setup and manage Teams
Justin Tilley avatar
Written by Justin Tilley
Updated over a week ago

Teams are a group of users who work together and need the same access and visibility to data within a CRM account.

This is useful if you have an assistant or admin users who need access to just your data, or if you work in a pod or small sales team within your office and need data shared between multiple specific users. If someone joins or leaves the company, simply add or remove that user from the team to grant or remove access to all data shared with the team.

In this article:

How to setup a team

  1. Go to Settings > Manage Teams

  2. Click 'Create a new team', type a name for the team and click Submit

  3. To add or remove users from a team, click the tick box next to their name, click Submit to save

How to set your own sharing defaults

  1. Hover over your profile photo (top right corner) and click 'My Profile' from the dropdown menu

  2. You can set different sharing defaults for different types of records eg. contacts, appraisals, tasks etc.

  3. Click the dropdown next to the record type and select the 'Me plus...' option and select your team

  4. Repeat the process for all record types you want to share with your team

  5. Scroll to the bottom of the page and click Update to save

How to set sharing defaults for other team members

To update sharing defaults for other users you must either be the account owner or have user permissions enabled. Contact your account owner to get user permissions enabled.

  1. Go to Settings > Users

  2. Click Edit on the user you want to update

  3. Scroll down to the sharing defaults section and update the same way as outlined above for your own sharing defaults

  4. Scroll to the bottom of the page and click Submit to save

How to share an individual record with a team

  1. Click Edit on the record you are viewing

  2. Scroll down to the 'who can see this' field

  3. Select 'Me plus...' and select your team from the list

  4. Scroll to the end of the page and click Save

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