CRM Team Maintenance

Use this item to define logical groups of people, such as sales teams or service groups within your company. A person can be a member of more than one group and responsibilities can be reassigned when people leave, move roles, or organisational restructures occur.

Users and Teams are used to:

• Define ownership of records. Each new record is created, specifying the user and Team. This is used as an additional Security feature, and to limit the number of records retrieved when performing queries or drawing reports. You can view records within the database according to these criteria:
  • All: Retrieve All records
  • Mine: Only retrieve the Records that was created by yourself
  • Team: Only retrieve the Records that were created by members of a team to which you belong.
• Determine access to existing records through the access rights specified for the User's Team

Teams can be used to maintain confidentiality of information and reduce the volume of information to a more manageable size, by filtering out irrelevant records.

You can Add New Teams or Maintain Existing Teams, depending on your level of Security. The form lists all available users as well as the assigned users of the selected Team. Using Assign buttons makes it very easy to move Users to and from the boxes. You can move Users individually by selecting the single > button, or move all the Users by clicking the >> button.

Inactive users are shown in red in the available and assigned user fields.

Name

Enter a Name for the CRM or SCM Team.

Team Leader

Select the Team Leader from the dropdown list. A team leader has additional security over records that are assigned to their team. Even if the Team Leader does not have access to change Team or All records as setup in the User Preferences, a Team Leader still has access to change all records assigned to the Leader's Team. The list displays all the Users, created in Greentree System Settings, User Maintenance.

Available Users

The list of users displays on creation of a new team, defined in Greentree System Settings, User Maintenance. If you selected an existing team, the list displays all the available Users for the team. The available users consist of all Users, less those allocated to this team. A User can belong to more than one team and the Team Leader does not have to be in the list of Assigned Users.

Assigned Users

The list of Users that have been assigned to the selected team displays.