Teams

Teams are essentially sub-environments within a customer account. Each team consists of its own users and resources (devices, content, files, etc.), completely isolated from other teams.

• This ensures that one team’s operations cannot interfere with or access another team’s resources.

Why Use Teams?

Team Management is especially useful for:

• Large organizations with multiple departments or business units
• Franchise or retail networks with many locations

How does Team management work?

Team Management provides a way to create isolated environments within a single customer account, allowing for better organization, access control, and operational clarity across large or distributed organizations.

• Folders and resources with Read only permissions will appear for users, but they will not be able to select or use them.
• Folders and resources with Read / Write permissions will appear and can be managed and used by the users.

Where can you create teams?

• Navigate to Settings >> Users, then select Teams tab.
• Click on the button next to the Teams header.
• Select Add team option
• In the appearing modal, fill the team name, and additionally content field.
• When you finished, save the team and it is ready to use.

How to start sorting resources to teams?

There are two ways to proceed with the team assignments:

• Create teams under the customer, before migrating assets, contents, devices, etc, then select the teams in the upload and create modals to assign the resource to the teams.

• Create teams later and use the Team management modal to easily create and manage team assignments on assets, contents, devices, etc...

Customer level - Global team settings

These settings can be found in the top right corner of the Teams tab, and in the Preferences tab of Settings Menu.

Resources not assigned to a team are available to everyone:

• If this option is enabled, the user with team assignment will see ALL resources that have no team assignment available.
• If disabled, the user assigned to a team will NOT see the resources that have no team assignments available.

Users not in a team can access everything:

• If this option is enabled, the user without team assignment will see ALL resources under the customer.
• If disabled, the user without a team assignment will NOT see the resources under the customer.

Allow users in teams to create devices and device folders in the root folder:

• If this option is enabled, the users with team assignment can create folders and register devices in the root folder of the Devices menu under the customer.
• If disabled, the users with team assignment will NOT be able to create devices or folders in the root of the Devices menu, only to the folders with read/write permissions.

Allow users in teams to create contents, schedules, and groups in the root folder:

• If this option is enabled, the users with team assignment can create folders and create contents in the root folder of the Contents menu under the customer.
• If disabled, the users with team assignment will NOT be able to create content, schedules, or groups in the root of the Contents menu, only to the folders with read/write permissions.

Allow users in teams to upload files and create file folders in the root folder:

• If this option is enabled, the users with team assignment can create folders and upload files in the root folder of the Files menu under the customer.
• If disabled, the users with team assignment will NOT be able to upload files or create folders in the root of the Files menu, only to the folders with read/write permissions.

User level - Team management on resources

single click on folder checkboxes does not assign permissions for the resources under folders!

For recursive select please hold CTRL and click on the checkbox of the desired folder. This way all lower-level resources will be selected.

These resources can be assigned to teams.

• Set Members: Manage the team's permissions over other users.
• Manage Devices: Manage the team's access to devices.
• Manage Contents: Manage the team's access to contents.
• Manage Files: Manage the team's access to files.
• Manage Microsoft Credentials: Manage the team's access to Microsoft credentials.
• Manage Google Credentials: Manage the team's access to Google credentials.
• Manage Other Credentials: Manage the team's access to Other credentials.
• Manage Messages: Manage the team's access to messages.
• Manage Datasources: Manage the team's access to datasources.
• Manage Channels: Manage the team's access to channels.
• Manage Schedules: Manage the team's access to Schedules.
• Manage Quick filters: Manage the team's access to Quick filters.

What will a Team User see?

That depends on the role of the user and what has been assigned in the team management modals and what the global team settings allow.

• If a user has access to multiple teams, then it will see, or occasionally manage both teams resources and folders.
• If a user has a lower user role than what the managing process requires, the user will not be able to manage the resource even though the resource's team permission allows it.