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Team management refers to actions, strategies, or methods that brings a group of people together to work effectively as a team and achieve a common goal. There are many tasks that require multiple people, so teams are an essential building block to productivity
Basic setup:
Access control:
User Management:
uses:Open a user to add them to a group or assign them to a role.
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Groups:
uses:Create and manage groups in which you can add users, roles and nested groups.
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Roles:
roles:
uses:Create and manage roles (collection of permissions) for your applications. These can then be assigned to users and
groups.
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Permissions:
uses:Define permissions for your applications. These can be grouped together using roles.
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Access forms:
uses:
Create form with added groups & roles and share it with users. Users can then request product access for themselves. When you grant
users access, they count towards your product subscription.
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Video:
Demo video for access control
Library _ Loom - 26 April 2023.mp4
Most common Issues:
permissions Access form not visibleworking:
Solution:
Related issue:
problem in data enrichment
Solution:

Related issue:
AI bot not responding for queries.permissions not visible
Solution:
Related issue:AI Agent not responding for queries.
problem in data enrichment
Solution:
Related issue:
Steps to skip:
User Management
groupsGroups
rolesRoles
permissionsPermissions
accessAccess forms
Solutions:
BU not showing in mapping process.Access form not working
AI bot not responding for queries.
AI Agent not responding for queries.