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
Adding users to a team
When editing a team select the Team members page from the navigation
Under the Add a team member section search for the user by name and select to add them to the team
Adding clients to a team
When editing a team select the Client list page from the navigation
Under the Add a client section search for the client and select to add them to the team
For more information see Team-based Client Access.
Configuring team access rules
Access to Information associated with a team can be tightly controlled by setting up access rules. For more information see Team access controls.