CRM Team Maintenance

Use this form 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:

Define ownership of records. Each new record is created, specifying the user and team. This is an additional security feature, and to limit the number of records retrieved when performing queries or drawing reports. You can view records in 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

Use teams to maintain confidentiality of information and reduce the volume of information to a more manageable size, by filtering out irrelevant records.

You can add teams or edit existing teams, depending on your level of security. The form lists all available users as well as the assigned users of the selected team. You can move users individually by selecting the single > button, or move all the users by clicking the >> button.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

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 on the User Preferences form, a team leader still has access to change all records assigned to the leader's team. The list displays all users.

Available Users

The list of users displays when you create a new team. If you selected an existing team, the list displays all the available users for the team.

The available users consist of all users, other than the ones 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.

Note: Inactive users are shown in red.

Assigned Users

The list of users who have been assigned to the selected team displays.

Note: Inactive users are shown in red.