Teams

What are Teams?

Teams are groups of users who share access to the same resources. Every Insights installation has an Admin team with full access.

Creating Teams

  1. Go to SettingsPermissions
  2. Click "Create Team"
  3. Enter team name (e.g., "Sales Team West", "Finance Team")
  4. Click Create

Managing Team Members

manage-team

  1. Click on a team from the list
  2. Go to the Members tab
  3. Add/remove users using email addresses

Example:

Team: Sales Team West
Members:
  - john@company.com
  - jane@company.com
  - robert@company.com

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