Team Maintenance

Teams provide the basis for a user's access to information in Greentree Desktop. Each user must belong to at least one team, and can belong to more than one.

Customers, suppliers and general ledger accounts are also assigned to teams. You can restrict users to viewing only those customers, suppliers or general ledger accounts that belong to their assigned team or teams.

When you create a team, you can choose to either copy the new team preferences from another team and then edit those preferences to suit the new team. Or, you can choose None, which means all the team preferences must be set up.

If you select to copy settings from another team, this also includes setting the team security privileges.

To view or set up Team Preferences, click the Team Preferences button on the Team Maintenance form, and open the Privileges form (which is available if the Advanced Security module is in use). You can set security privileges once for All Companies or for each company.

Note: Selecting the All Companies option overrides the team settings for every company to match the changes made in the current session on the Team Maintenance form.

For each masterfile type (customer, supplier, general ledger account) that the current user team has access to, you can specify which team any new masterfile will belong to, in the Assign default team on new table.

The available options are:

Module Default
My Default Team
Unassigned

Note: Team maintenance settings are defaults only when creating or updating users.