We're excited to announce a powerful new teams management feature that gives you more control over how your organisation collaborates on engagement projects. This enhancement brings sophisticated team structures, granular permissions, and improved security for sensitive projects.
Now you can organise your projects and content around dedicated teams, aligning perfectly with your organization's structure and responsibilities
What's New?
Enhanced Team Types
We've introduced two distinct team types to match your organization's needs:
Regular Teams
- Team members get access to all team projects
- Maintains existing system-level permissions for non-administrators
- Perfect for standard project collaboration
Restricted Teams
- Provides enhanced security for sensitive projects
- Only team members and administrators can access content
- Ideal for internal or confidential projects
Comprehensive Team Roles
Each team can now have members with specific roles tailored to their responsibilities:
- Team Lead: Manages team membership and overall team settings
- Project Manager: Oversees project creation and management within the team
- Engagement Officer: Creates and manages engagement content
- Publisher: Controls content publishing
- Reviewer: Reviews and approves content
Key Benefits
- Better Organization: Group related projects and team members together
- Enhanced Security: Protect sensitive projects with restricted teams
- Clear Responsibilities: Define clear roles within each team
- Flexible Access: Maintain administrator oversight while controlling general access
- Streamlined Collaboration: Make it easier for teams to work together on related projects
Creating Your First Team
Creating a new team is straightforward:
1. In the left-hand menu, click People
2. Click on the Teams tab
3. Click the + icon in the top right corner
4. Fill in the required fields:
- Team Name
- Summary (optional)
- Team Type (Regular or Restricted)
5. Click Save to create your team
Adding Team Members
Once your team is created:
1. Navigate to your new team
2. Click the Members tab
3. Click + Add member
4. Search for users to add
5. Assign their team role
6. Click Add to confirm
Assigning Projects
To assign projects to your team:
1. Navigate to the project you want to assign
2. Click the Edit tab
3. Under Advanced settings, locate the Team settings section
4. Select your team from the dropdown
5. Click Save
Getting Started
We recommend starting by:
- Identifying which teams you need
- Deciding if any projects require restricted access
- Planning your team member roles
- Creating your team structure
- Migrating existing projects to appropriate teams
We're confident these new team management capabilities will help you better organize your engagement projects and enhance collaboration across your organization.
Need help setting up your teams? Our support team is ready to assist you in creating the perfect team structure for your organisation. Contact us for guidance and best practices.