Manage Team

With a Business subscription, you have the flexibility to manage and collaborate with other users within your organization. As the owner or admin, you can create and organize teams. Here’s how the system works:

Inviting Users

Once you have a Business subscription, you’re able to invite users to join your organization. This allows for seamless collaboration and sharing of resources.

Creating Teams

Inside your organization, you are able to create an unlimited number of teams. Teams provide a structured way to manage users and their access to specific functionalities:

• Team Assignments: you can assign users to specific teams. 
• Assigning Buttons to Teams: You can also assign specific buttons to these teams. Any button that is assigned to a particular team can only be accessed by members of that team. Each button can only be assigned to one team.

Accessing Buttons

There are two ways to assign buttons:

• Team-specific Buttons: Users who are part of a team will have access to all buttons assigned to that team.
• Organization-wide Buttons: If a button is not assigned to a specific team, it is available to all users within the organization. This provides a flexible way to share essential tools and functions across the entire organization without needing to manage team-specific access.

By structuring users into teams and assigning buttons accordingly, you can optimize workflows and ensure that the right people have access to the right tools at the right time.