Create and manage Teams

Use the “Teams” functionality to organise your company workflow by providing team members exclusive access to items within the platform (currently supported by Company Views, News Views and Watchlists).

Create a new team

Access “Manage Team” via the User Profile menu located in the top right corner of your platform. Create a new team by selecting ‘New Team’ button in the top right corner.

From here you will be presented with three screens to configure:

• • ‘General’ where you can give your team a name and description
  • ‘Members’ where you can define which users should belong to your team
  • ‘Contents’ where you can define which items within the platform should belong exclusively to a team

Step by Step Guide

• Hover over the “User Menu” Dropdown
• Press “Manage Team”
• Press “New Team”
  • Enter “Team Name”
  • Enter “Team Description”
• Add members from the dropdown
• Select Company Views/Segments from the dropdown that you wish to share
• Press “Create Team”

Please note that this screen will only appear if your user role has the necessary permissions assigned.

Edit teams

Step by Step Guide

• Hover over the “User Menu” Dropdown
• Press “Manage Team”
• Click vertical ellipses on the right of the table
• Press “Edit” Pencil icon
• Apply your desired changes within the “General”, “Members” or “Contents” tab
• Press “Save Changes”

Please note that this screen will only appear if your user role has the necessary permissions assigned.

Delete teams

Step by Step Guide

• Hover over the “User Menu” Dropdown
• Press “Manage Team”
• Click vertical Ellipses on the right of the table
• Press “Delete” bin Icon
• Press “Confirm”

Please note that this screen will only appear if your user role has the necessary permissions assigned.

Assigning content to teams

Assigning content to teams is not limited to the “Team” creation process. When creating content that supports Team visibility (currently Company Views, News Views, and Watchlist) or editing them, you have the option to assign them to a Team in the corresponding “Visibility” section. The list of available Teams will be limited to those you belong to, or it will display all possible Teams if your user role has the necessary permissions.

Step by Step Guide

• Hover over the “User Menu” Dropdown
• Press “Manage Team”
• Press “Teams”
• Press “Members”
• Start to type in the “Users” bar to find members to add to your team
• Press “Save Changes”

Assigning a Team to a View from “All Companies”

Step by Step Guide

• Head to “Companies”
• Select “All Companies”
• Press the “Select View” dropdown
• Click Vertical Ellipses
• Press the pencil icon “Item Details”
• Select “Team” radio button
• Select your “Team” from the “Team” dropdown
• Press “Save Changes”

Assigning a Team to a View from “All News”

Step by Step Guide

• Head to “News”
• Select “All News”
• Press the “Selected View” dropdown
• Click Vertical Ellipses
• Press the pencil icon “Item Details”
• Select “Team” radio button
• Select your “Team” from the “Team” dropdown
• Press “Save Changes”

Assigning a Team to a Watchlist from “Watchlists”

Step by Step Guide

• Head to “Watchlist”
• Select “All Watchlist”
• Click Vertical Ellipses
• Press the pencil icon “Edit”
• Select “Team” radio button
• Select your “Team” from the “Team” dropdown
• Press “Save Changes”