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This product section is only visible if the user has the following permission enabled (either by a predefined or a custom role):

  • User can manage teams

For more information please also see Roles and Permissions.

Additionally following feature flag must be enabled:

  • UserTeams

Table of Contents

Team Editor

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Overview

FigureDescription

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  1. Create a new team
  2. Add a team member
  3. Available teams

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Please also see a complete process in the following video:

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Remove team member

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In this scenario everyone has access to documents sent by others:

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No sharing in team

In this scenario everyone has access to his/her own sent documents, except the team lead has access to sent documents of the complete team.


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In two teams

Person C is in two teams and has two team leads. Documents of Person D cannot be seen by Person B. In that case Team 1 has sharing enabled and shares all sent documents. In Team 2 sharing is not enabled and does not share documents. Both team leaders have access to sent documents of Person C.

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In two teams and sharing

Person C is in two teams and has two team leads. Team leaders have again full access to all documents of their team and all documents of Person C.

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More level with split teams

In this scenario you can see that everyone in Team 1 has access to documents of the other team members A, B and C. Team 2 cannot see documents from Team 1 and also Team 2 members cannot see Team 2 members documents. Lead of Team 1 has only access to the documents from the members A, B and C. Lead of Team 2 has access to the documents of the members D, E and F. The “head of” has access to all documents.

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More level within one team

In this scenario only the leaders of the teams have access to the members. Therefore, lead of Team 1 has access to the documents of the members A, B and C. Lead of Team 2 has access to the documents D, E and F. The Team members do not have access to other Team members documents. The “head of” has access to all documents.

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More level within one team and sharing

Everyone has access to all documents in Team 1 and everyone in Team 2 has access to documents of team members of Team 2. But, Team 2 has no access to the documents of Team 1. This applies also to the team leader.

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More level with sharing between teams

In this scenario person C is in both teams and therefore every team member can see the documents of other team members. For example: Person A can also see the documents of Person E although both are not in the same team. Lead of Team 1 can see the documents of his/her team members but cannot see the documents of the “head of”. Same configuration for the lead of Team 2.

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More level team configuration in the UI

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