Team access

Team access lets you give a whole team the modules it works in. For example, your finance team can edit everything in Revenue without changing each person's role.

Before you start

• You need to be an owner or admin.
• The team must exist first. Create it in Team > Teams. See Teams.

Things to know

• Team access only adds. Each person keeps what their own role allows, and gains what their teams give them. It never takes anything away.
• Someone with no role of their own starts from the default role.
• Admins always see everything.
• Edit lets people change records and move them to the trash. Deleting for good stays with each person's own role.
• Adding someone to a team on the team's page does not give them its access. Only the list on the Team access page does.
• Every change saves as you make it.

The modules you can set

Set what a team can open

1. Open your account menu and click Settings.
2. Under Workspace, click Team access. Each team shows what it can open and how many people have its access.
3. Click a team.
4. In the list of modules, pick No access, View or Edit for each one.
5. Under Which records, pick Every record or Only their own. Only their own means the records they own or are assigned.

Choose who gets the access

1. On the team's page in Team access, click Add person.
2. Pick a person. People in the team who have a login are listed first.
3. To take someone off, click the remove icon at the end of their row.

If people in the team don't have its access yet, a line under the list says so. Click Add all (or Add them for one person) to add them at once.

Related

• Roles and permissions
• Teams
• Turn modules on and off