The Teams feature makes it easy to manage groups of users working together on individual cases. Rather than adding users individually, you can assign an entire team, saving time while ensuring that all members have access to the same cases.
Where can you find this feature?
You can access the Teams feature via your account settings. Simply click on 'Menu' (your name in the top right-hand corner of the app) and select 'Settings'. Select the User tab, then find the Teams section at the bottom of the page. Activate the feature by selecting the 'Activate Teams feature' option.
How do you add a new team?
Enter the team name and select a colour to make it easier to identify in user overview.
Then click the 'Add' button.
You can edit the team name and colour by clicking on the pencil icon. Then, using the briefcase icon, you can set access to individual cases for the entire team, just as you are accustomed to doing with users. Press the bin icon to delete the team.
How do you assign a team to a user?
In the user list, click on the person icon next to the briefcase icon.
In the 'Teams' field, select the name of the team that you want to assign to the user.
The change will be saved automatically once you have selected a team.
How can a team be added to a case?
A team can be added to a case in the same way as a regular user:
Open the case settings.
Then add the team to the 'Users on the case' field and click Save.
All team members will then be automatically assigned to the case.
For example:
Adding team ABC to a case is the same as adding all five users individually.
When is the Teams feature useful?
Setting up access for new colleagues
Managing larger groups of users
Ensuring consistency of access across cases
Simply assign the appropriate team to a new user and they will automatically be given access to all cases where that team is added.