Teams

This article was developed to describe the role of a Team within the Centrex CRM. Teams can be created to group Users together for purposes of sharing lists, email or document templates, contacts, intake forms, etc.

1. Create Team - Log in to the Centrex CRM, click the Admin tab, and select "Teams" from the Navigation Bar (see image below).

Enter a name in the "Create New Team" input field then click "Save Team" on the navigation bar.

2. Defining Members of a Team - Once you have created the team you need to add members. Click on the underlined name of the team, it will appear below the"Create New Team" input field once saved.

Example 1: Sales Team
In the example below we have a sales team. This team will consist of everyone who has the user role "Sales" assigned to them. You may use a team defined this way to share lists or document templates they will use. To save this new team, click "Save Team" as highlighted in red below.

Example 2: Lead Vendor Team
In the example below we have a team consisting of users from the Lead Vendor Company. This team will consist of everyone who has the user assigned to the company "Lead Vendor". To save this new team, click "Save Team" as highlighted in red below.

Example 3: User Team
In the example below we have a team defined with individual users. This team will consist of the three users highlighted under the Users section. To save this new team, click "Save Team" as highlighted in red below.

Example 4: Combination Team
In the example below we have defined this team using two (2) member groups. It will include everyone who has the user role "Processor" and also the "Example Admin" User. In this case, make sure the "Example Admin" User has access to anything the "Processor" users have access to. You may do this because the "Example Admin" User supervises the "Processor" team but since they have a different user role "Example Admin" User would not automatically be included on the Team. By adding the "Example Admin" User as part of the Team, anything shared with this Team is now shared with the "Example Admin" User. To save this new team, click "Save Team" as highlighted in red below.

*Note: When defining a team, remember that each member group is mutually exclusive. This means that by highlighting the company, we are including everyone from the company, regardless if we highlight any additional roles or users. If we had highlighted both a company and a user role, it would not mean that users with that role assigned to the company would be included on the team, it means that all users with the role and all users from the company would be included.

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