Manage teams in your organization
Team assignment: Pre-requisites
You can assign a user to a team if you have ‘Write’ permissions for the Users resource set.
Team creation, edition, cloning, and deletion: Pre-requisites
You can perform these operations if you have ‘Write’ permissions for the Teams resource set.
Previously we discussed how Roles help you manage productivity at an individual level. In this guide, we will discuss how you can manage productivity at a team level.
Teams bring agility to your workflow:
- Manage access control for a group of people in your company without worrying about setting up roles at an individual level.
- Provision or revoke resource access with agility.
- Manage groups for short projects, and retire them when they are no longer necessary.
- Bring flexibility to your SDRs by setting up office hours at a team level. Improve collaboration within remote teams across time zones (coming soon).
Things you can do - Team management:
- Assigning users to a team.
- Creating a new team.
- Editing an existing team.
- Cloning a team.
- Deleting a team.
Assigning users to a team
To assign users to a team, you should start at the Users tab in General Settings (Settings -> User Management -> Users).
Locate the user you would like to assign an existing team using the search bar. Then, click on the check box next to their profile icon to select the user.
Selecting users will cause two buttons to appear next to the search bar, near the filter option.
Click on the 'Add to team' button and choose the team from the dropdown list to confirm your selection.
Assign users to an existing team
Note
A user can exist independently and need not be a part of a team.
You can also assign users to a team from the Add teammate option in the Teams tab.
Assign users to a team from the Teams tab
Role Inheritance
Roles can be applied directly to a user or inherited as a part of a team. A role inherited from a team is displayed in gray, while directly applied roles are displayed in blue.
The role that is inherited from a team is shown in gray.
Creating a new team
You can create a new team to streamline your workflow for a new project. You can do this from the Teams tab (Teams -> Create Team).
Think of a cool name for your team. It is compulsory to name your team during team creation. You can set up access roles, office hours or add members to your team later.
Note
Team names are non-unique and cannot be empty.
Create a new team
Editing an existing team
You can edit the members in an existing team from the Team Specification view (Teams -> Locate Team -> Team Specification -> Add member). You can also assign or un-assign a user to a team from their user profile (Roles -> User -> User Profile).
You can rename the team or change the permissions level associated with the team.
Cloning a team
You can clone an existing team by selecting the Clone option from the Team options (Teams -> Team options -> Clone).
Clone an existing team
Note
Cloning a team will create a copy of the team. It copies all of the team settings and members.
Deleting a team
You can delete a team without removing users from Insent, which is the main advantage of a team-based workflow. Select the Delete option from the Team Options dropdown to delete a team (Teams -> Team Options -> ‘Delete’). You can also delete a team from the Team Setup screen.
Delete an existing team
Quick Recap
- Go to the Teams tab (General Settings > User Management > Teams).
- Identify the operation you desire to perform - User assignment to teams, team creation, team edition, team cloning, or team deletion.
- User assignment to teams - Users -> Locate users -> Add to team -> Choose team to assign to -> Add to.
- Team creation - Teams -> Create Team -> Setup team.
- Editing a team - Teams -> Locate Team -> Team Specification -> Add member.
- Cloning a team - Teams -> Team Options -> Clone.
- Role deletion -Teams -> Team Options -> Delete.
You are always welcome to contact our support team at success@insent.ai for any further clarification or questions.