Teams allow certain collaborators access to specific contacts.
This can be useful when managing multiple locations through a single Art Galleria account.
Collaborators can belong to multiple teams.
Contacts can also be assigned to specific teams, allowing collaborators access to them.
This article will cover the following:
Creating a team
1. Navigate to Settings > Teams, and click + Add Team.
2. Enter a team name, assign a lead, add the desired team members, and click Create Team.
Adjusting collaborator permissions
Now that you have a team or multiple teams created on your account, you can assign various collaborators to them.
1. Navigate to Settings > User Accounts.
2. Find the collaborator you want to add to a team, and click Change Permissions.
3. Under Contacts, select Assigned teams only.
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Teams will automatically populate when you select "Assigned teams only", but only if you have previously created them and assigned users to them.
4. Click Update User to save your changes.
Assigning contacts
Now that you have established your teams, and added your collaborators to them, you can select which contacts are associated with what team.
1. Navigate to Contacts.
2. Select any contact you want to add to a team, click Bulk Actions... > Add to Team.
3. Back in Settings > Teams, you can now see that the contacts have successfully been added to the team.
FAQ
A user on my account cant see a specific contact?
A user on my account cant see a specific contact?
Check their contact permissions. It's likely because they are set to only view their own created contacts, or to assigned teams only, and they aren't included in any team that has access to contacts.
A user on my account lost access to specific contacts after being removed from a team?
A user on my account lost access to specific contacts after being removed from a team?
Yes, this is expected. Removing a collaborator from a team also removes access to that teams' contacts.
I went to change a users permission to "Assigned teams only" but no options were coming up?
I went to change a users permission to "Assigned teams only" but no options were coming up?
This is because you have not yet created any teams. Once you have teams, these options will appear.
Can a collaborator be a apart of multiple teams?
Can a collaborator be a apart of multiple teams?
Yes, collaborators are not limited to the amount of teams they can join.
Does the main user still have access to all contacts?
Does the main user still have access to all contacts?
Yes, the main user is not affected by any team settings, and has access to all contacts at all times.
Can contacts be assigned to multiple teams?
Can contacts be assigned to multiple teams?
Yes, contacts can be added to any teams.
Who can create teams and add contacts to them?
Who can create teams and add contacts to them?
Only the main account holder can create teams and assign users to them.