Team Maintenance

Use this form to set up teams for grouping like users together, and enabling faster user set up if users inherit the preferences applied to the team.

Ignore for security settings

Select this option to ignore the team security settings. You can only select this option if all users in the team also belong to another team if this option is not selected.

Adding a Team

To add a team, enter a Name, and press F2 or click the Save icon to save. The Select preferences default form displays. You can use the default preferences of another team with the team you are setting up. If you select None, you can define unique preferences for the team.

Make your selection, then click OK. The Team Maintenance form clears. Select the team you have just created to set up, edit, or view team preferences.

Setting Team Preferences

Click the Team Preferences button to open the Team Preferences form for the module you're setting up. Most of the preferences are the same as those on the User Maintenance form.

Click the Access tab and then click the Suite sub tab on the form to assign permissions to modules or functions to the team.

Click OK to save your preferences.

Adding a User

Click Add User and then select a user to add to the team. If a user already belongs to a team, their user name displays in the table on Team Maintenance form when you select the team. To remove a user from a team, deselect the checkbox next to the user's name.

Licence Number Checking

Greentree checks licence numbers when:

Ignore for security settings is not selected for the team.
You add a user to a team.
You add a suite to a team on the Access - Suites tab.

If you've exceeded the maximum number of licences, you can't save the changes.

Note: Windows client licences are not checked.