New Feature: Team Management in District Engage
Teams Now Available
We're excited to introduce team management capabilities, giving you more control over how your organisation collaborates on engagement projects. Teams help you organise projects, manage permissions, and enhance security for sensitive work.
What's New?
Regular Teams
- Team members get access to all team projects
- Maintains existing system-level permissions
- Perfect for standard project collaboration
Restricted Teams
- Only team members and administrators can access content
- Ideal for internal or confidential projects
Key Benefits
-
Better Organisation
Group related projects and team members together for streamlined management -
Enhanced Security
Protect sensitive projects with restricted teams and granular access controls -
Clear Responsibilities
Define specific roles within each team to maintain clear workflows -
Flexible Access
Maintain administrator oversight while controlling general access to content -
Streamlined Collaboration
Make it easier for teams to work together on related projects and initiatives
Getting Started
Before You Begin
Plan your team structure by identifying which teams you need and deciding if any projects require restricted access. For detailed guidance, see our Understanding and Managing Teams article.
Quick Setup Guide
- In the left-hand menu, click People
- Select the Teams tab
- Click the + icon to create a new team
- Fill in the required details:
- Team Name
- Summary (optional)
- Team Type (Regular or Restricted)
- Click Save to create your team
When creating a Restricted team, remember that only team members and administrators will be able to access the team's projects and content.
Next Steps
- Add team members and assign their roles
- Move existing projects to appropriate teams
- Set up team-specific workflows
- Configure team permissions
Need Help?
Our support team is ready to assist you in creating the perfect team structure for your organisation. Contact us for guidance and best practices.