Teams

What is a Team?

A team is a collection of users in the CGR system. The Team structure allows for a hierarchy where some users in the team are granted administrative abilities.  

Why is a Team Important? 

A team can access a specific workflow button and receive certain notifications. For example, if a particular team requires access to a workflow button, then this team can be added to the "Team restrictions" for that workflow transition.

How can I create one?

1. Click Teams on the admin page left bar. This will take you to a list of available teams in the application.
2. Click Add.

1. Complete the form.

• Choose a suitable title for this team.
• Optional - A description of this team. Quite useful for others who may come across it.
• Optional - Members - Add the members to the team.
• Optional - Available Groups - Click inside the field and select the groups that this team will have access to.
• Enabled - Leaving this yes will enable this team.
• Add new users to this team - Choose yes if it is required to add all the new users to this team. (default No)
• Create button active - Specifying 'Yes' will list the 'Quick Create' button on top for this team member.
• Cloning - Leave yes if you want this team to be available for cloning
• Custom Fields - Leave yes if you like this team to be available for scoping a clone template
• Notifications - Leave yes if you like this team to be available for notification
• Security - Leave yes if you like this team to be able to provide groups via team
• Workflow - Leave yes if you like this team to be available for workflow transitions
• Save