In VanillaSoft, utilizing the Teams feature allows for enhanced organization of your database, automated actions, and specific access controls for contacts, result codes, and templates. Teams are configured within specific projects to tailor functionalities and permissions uniquely for each group. If you need to replicate a team structure across multiple projects, the following steps will need to be repeated for each project where you want the team to be added.
Note: If at any point you need to delete a team, please refer to the instructions in our How To Delete a Team article for guidance.
How To Add a Team
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Select the Project: On the Admin homepage, select the project where you want the new team to reside.
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Navigate to Team Settings: Open the Field Customization menu at the top of the page and select Teams.
- Create a New Team: Enter your desired team name in the Enter Team Name field, then click the green plus symbol to add the team to the project.
- Repeat this step for each team you want to create within this project.
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Save Your Changes: Click Save to finalize the creation of new teams.
Once you have completed these steps, your new teams will be active and should appear within the project's settings immediately. Remember, changes made in the team structure might require users to log out and log back in for the updates to take effect fully.