Set up teams

1. 1Open the admin area and pick the teams page.
2. 2Click Nytt team.
3. 3Give it a Teamnamn — t.ex. Sälj, SDR, Kundframgång — and a Beskrivning: Valfritt — vad detta team ansvarar för
4. 4Skapa team.
5. 5Open the team and use Lägg till medlem to add people.

The list and matrix views show the same thing two ways — Lista for working on one team, Matris for seeing at a glance who is in what. Filtrera efter användare answers the other direction: which teams is this person in.

Teams are not roles, and this catches people out. Gruppera användare i team för filtrering av CRM-listor. Roller inom ett team är beskrivande; behörighet styrs fortfarande av åtkomstnivåer.

So the team roles — Medlem, Teamledare, Teamadministratör — describe the organisation. They do not grant permissions. What someone is allowed to open and change comes from their access level: Add users and set what they can do.

What teams actually change:

• CRM lists can be filtered to your team rather than the whole company.
• Timesheets: you can see your team's hours, not just your own. Whose hours you can see
• Tickets and other work can be routed to a team instead of a named person, so nothing stalls when one person is away.

Someone can be in more than one team. A person who sells and also handles support belongs in both, and sees both.

From the person's side. Editing a user shows the teams they are in, and lets you add or remove one there. It is the same membership as the team's own page, so it does not matter which end you work from — but answering "which teams is this person in?" no longer means opening every team in turn. Team changes save as you make them, not on the dialog's Save button.

Deleting a team. Detta tar bort teamet och alla dess medlemskap. Användarna själva påverkas inte. Detta kan inte ångras.