Teams allow you to group your users to reflect the services they provide. These teams can then be used to inform access rules that govern the visibility of records and other client information
To create a team
Navigate to Administration using the Switcher
Select Teams from the menu
Click Create team
Add a name and appropriate description then click save to continue
Assign a formset to the team
Select the appropriate record visibility
To add a user to an existing team
Navigate to Administration using the Switcher
Select Teams from the menu
Select Team members
Search for the user you want to add to the team
Click on Add +
Sensitive Team record visibility
The sensitive team's tool is designed for services of a highly sensitive nature. This not only ensures restricted access to record content but also restricts the knowledge that the record exists in the first place.
Selecting “Everyone” will result in all users in your organisation being able to see that a record exists along with the author of that record. Users may not be able to access the full record content if there are other access rules applied to the record.
Selecting “Team members only” will hide the record’s existence from anyone outside of this team. Team members will see the record exists, but may not be able to access the full record content if there are other access rules applied to the record.
By selecting “Assigned team worker”, any records created by this team will only be visible to the author, or owner of the record.