Product Overview:
A team is a group of users. It is possible for a team to have a number of members with the same permissions. A team can be formed based on a geographical location, a hierarchy, or a reporting requirement. There can be any number of users in a team. The data can be shared or viewed between team members according to the permissions assigned.
This product aims to:
- Simplify user experience in viewing individual or other team members data
- Defining hierarchy or reporting amongst team members in viewing data
In our system Team can be of many types with different sets of access. By default 'Admin' Team will be created for all clients.
Pre-requisites
As a precursor, you should have access to the Manage User and Manage Team permission. To validate the same, just follow the below steps
- Login to your NPF Account.
- Click to expand the Menu and you will see User Access Control.
- Click to expand the User access control and you will see a sub-menu as Manage User.
- On the User Listing page, you will see a Teams tab beside the User tab.
Teams Listing Page
In the team listing page you will be able to view the teams name which is created for the specific client. By default a Admin team will be created when a client is created in our CRM system. A user can view the teams which he/she has created or in which team he/she is a team manager.
Note: Admin Team is the default team and cannot be deleted
In the team listing page the teams will be visible in a card style for the better understanding of the team details. In the card view at the top the team name initials will be visible below that the team manager name and just below that who have created the team will be visible. At the bottom of the card the users assigned in the team will be visible. In case there are no user assigned in the team, 'Add' action will appear on click of which users can be added within that respective team.
Team Users
For example in a team if 16 users are assigned in the same place only four users' initials or images will be visible with 12 others as a count hyperlink. Once anyone clicks on the number hyperlink user will be redirected to an all user listing page for the specific team.
On the 'All User' listing page, user can take following actions:
- Remove User
- Add User
- Change access level(team permission) of the user
Team Hierarchy View
Once you have permission to manage a team you will be able to see the team hierarchy icon just beside the create button on the team listing page. Once you click on the hierarchy icon a side panel will appear and here you will be able to view the complete hierarchy of the team as well as the no.of members assigned in the same team.
