Teams

What are Teams and why are they important?

Using Teams in your Agility Organization can save you time and make user administration easier, faster, and more reliable. Instead of giving individual users access to each Instance in your Organization, you can simply grant access to an entire Team. 

Note that Teams are only available for organizations that have at least one Enterprise level subscription.

Getting Started

As an Organization Admin, you can manage both Users and Teams from your organization's settings. To get there, click the Gear Icon next to your instance name in the Instance selection menu.

Adding Team Members

Once there, the first thing you need to do is add some Team Members from the Users page. Once you have all of your team members added, you can start assigning them to Teams.

Creating Teams

To manage teams from your Organization settings, select Teams from the left-hand menu.

From here, select New Team, assign a Team Name and select Team Members from the Add User Drop down, then hit Save.

Assigning Team Roles in your Instance

The next step is to head into your Agility instance, or instances, and assign team roles. To get there, open your Instance, click the Settings gear in the top-right, then click Team Access from the menu on the left.

Once you're in the right spot you can click Add Team Role, select a Team from the Dropdown and assign them the appropriate Roles and permissions.

You can learn more about User Roles and Permissions in the Further Reading section at the bottom of this article.

Any user that you added to the team in step one, along with any future users you add to it, will be able to access the instance with the roles specified.

If a user is on more than one team, they'll get the roles from every team they are on.

If a user is both on a team and has also been granted individual access to a specific instance, the Team access will be ignored.

Additional Access on Pages, Content and Assets

Teams can also be granted granular security access to Pages, Content and Asset folder, just like with Users.

Further Reading

• User Access
• User Permissions
• Item Level Permissions
• Custom Roles

Using Teams in your Agility Organization can save you time and make user administration easier, faster, and more reliable.  Instead of giving individual users access to each Instance in your Organization, you can simply grant access to an entire Team.  This strategy allows you to control access simply by maintaining the membership of your Teams.

Note that Teams are only available for organizations that have at least one Enterprise level subscription.

For Organization Admins

As an admin, you can manage both the Users and the Teams in your organization.  

User Management

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You can add new users, make them admins, suspend them, and even remove them from instance access as needed.

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Team Management

You can now create teams and add users to them to match any structure that you need.

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Team Roles

Once you have your users and teams setup at the organization level, you can now grant access to those teams within your Agility instances themselves.

This is done through the Settings | Team Roles section.

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Any user that is on the team that you grant access to will now be able to access the instance with the roles specified.   If they are on more than one team, they will get the roles from every team they are on in this organization.

If a user is on a team and has also been granted individual access to an instance in the Settings | Users section, the Team access will be ignored.

Additional Access on Pages, Content and Assets

Teams can also be granted granular security access to Pages, Content and Asset folder, just like with Users.