Within the Users section, we also have the possibility to create and manage Teams in which these users work. To access this section it is necessary to have at least the “View” Users permission.
To have this well configured, it is useful to apply it as a Filter within the different sections of COR, to add an entire team when creating / editing a project, as well as to correctly set the permissions of Users.
Team Creation
To add a new Team, simply indicate the name where “New Team” appears and press the “Enter” key. This can refer to an area of the agency, an exclusive team for a client or a team led by a person. To perform this action we only need to have the “View” Users permission.
Adding Members
After having created the team, we will be able to add its members with the + Button. To perform this action, in addition to having the “View” Users permission, we need the “Edit” permission.
Deleting Team Members
When positioning the cursor over the photo of any member of a team, we will see a mceclip9.png to delete it. To perform this action, in addition to having the “View” permission, we need to have the “Delete” Users permission.
Team Edition
By clicking on the 3 dots on the left of each team, we have the option to edit it:
From this section, we will be able to modify the Team name, add a description and also add and remove members, according to the permissions we have. To save the changes, click on the blue “Ok” button.
Equipment Deletion
From the 3 small dots on the left of the equipment, we will be able to delete it when we no longer need it.
When you select “Delete” you will see a notification that, when checked, will allow you to massively disassociate the projects assigned to the team's users.