Note: this feature is only available for an Admin user.
Tip: use ctrl and + keys to zoom in for a clearer view of screenshots.
Teams in Integrate
Teams enable an admin user to quickly share objects (rather than selecting individual users one by one as outline here).
Creating a team
In the left navigation bar:
This will open the following dialogue box. Add the team name here:
After clicking 'Continue', you will be asked to add team members and finalize team creation:
Once created, the team will display in the left navigation bar:
Managing Team Members
To manage the team, go to the left navigation bar and click on the team. This will take you to the team page.
From this page you can:
Delete the team
Add team members
Manage individual member access
When you hover over a member's line, a
button will appear on the right.
Note: you can add external members to a team.
If you do add an external member, they will be tagged as such in the team management menu:
