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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:

Open a user to add them to a group or assign them to a role.

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groups

Groups:

Create and manage groups in which you can add users, roles and nested groups.

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roles

Roles:

Create and manage roles (collection of permissions) for your applications. These can then be assigned to users and
groups.

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permissions

Permissions:

Define permissions for your applications. These can be grouped together using roles.

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access

Access forms:

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:

Access form not working:

Solution:

Related issue:

permissions not visible

Solution:

Related issue:

problem in data enrichment

Solution:

Related issue: