Manage Users in Teams

Teams will allow organizations to manage groups of Users that can then be assigned in bulk to Projects.

People Module and Teams

In the People module, there will be 3 list grid views (or tabs) for the People module: Users, Teams, and Roles. 

  • Users Tab - Clicking on the Users tab will take you to the Users page which will provide an overview of all Users with their associated Team(s), Access Role, Status, Default Location, and Created on date.Screenshot 2023-09-26 at 11.39.16 AM.png
  • Teams Tab - Clicking on the Teams tab will take you to the Teams page which will provide an overview of Teams with their associated name, number of Users, Status, and the Created on date.

     

    Screenshot 2023-09-26 at 11.38.43 AM.png

     

  • Roles Tab - Clicking on the Roles tab will take you to the Roles page which will provide the access controls for each Role and where Roles can be added or edited accordingly.

    Screenshot 2023-09-26 at 11.38.17 AM.png

Adding Users to Teams

There are several ways to change a User's team in the Albert People module.

  1. In-line add individual User to a Team by clicking on the User's name or by clicking the three dots (...) next to the User in the Users tab and selecting Edit User. Screenshot 2023-10-03 at 4.07.03 PM.png

    From there, the Edit User sidebar will pop-up and the User's Team(s) can be edited.

    Screenshot 2023-10-03 at 4.05.50 PM.png
  2. Creating a new User and add them to a Team from the Create pane by clicking the Create pane, then clicking on People.

    Screenshot 2023-09-21 at 1.30.54 PM.png

    The Create New User sidebar will pop-up and the User's details, including Team(s), can be added.

    Screenshot 2023-10-03 at 4.08.32 PM.png

  3. Creating a new User and add them to a Team from the + icon at the top right of the Users list, then selecting the team from the drop-down selection in the sidebar.Screenshot 2023-09-26 at 11.42.28 AM.pngThe Create New User sidebar will pop-up and the User's details, including Team(s), can be added.
    Screenshot 2023-10-03 at 4.08.32 PM.png
  4. In-line add individual User to a Team by clicking on the three dots (...) next to the Team in the Teams tab and selecting Edit Team.Screenshot 2023-09-26 at 11.45.38 AM.pngThe Edit Team sidebar will pop-up and the Users of the team can be added.Screenshot 2023-10-03 at 4.12.02 PM.png

 

Creating, Editing, and Deleting Teams

Create a Team

To create a Team, navigate to the Teams tab in the People module and click on the "+" sign at the top right of the Teams grid.

Screenshot 2023-09-26 at 11.48.45 AM.png

 

The Create Team sidebar will pop-up with fields for Team Name and Users to be on the Team.

Screenshot 2023-09-26 at 11.49.41 AM.png

Editing a Team

To edit a Team, click on the three dots (...) inline on the right side of the Team row and select Edit Team. 

Screenshot 2023-09-26 at 11.57.36 AM.png

The Edit Team sidebar will will pop-up with editable fields for Team Name, Users, and Status of the Team.

Screenshot 2023-10-03 at 4.12.02 PM.png

After the desired changes have been made, click on Edit to save the changes.

Deleting a Team

To delete a Team, click on the three dots (...) inline on the right side of the Team row and select Delete Team. The Team's status will change to Inactive and will no longer be an active Team. To change the Team back to active, click on Edit Team and change the status back to Has Site Access.

Screenshot 2023-09-26 at 11.52.21 AM.png

Key Considerations

Once a User has been added to a team, the User must log out and back in in order for the changes to take effect.

A User can only be added to a maximum of 20 teams.

In determining access in Projects, user level access always overrides team level access.

Example: User A is a member of Team 1 who gets assigned to Project X. Team 1 has viewer access on Project X, but User A already has editor access on Project X. User A will have editor access on Project X, while the remaining members of Team 1 will only have viewer access.

 

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Comments

1 comment
  • My albert does not have these extra options on the screen. No plus icon or people does not pop up when i select create.

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