Teams

Teams are used to classify users for organizational, reporting, and access purposes. They differ from Permission Sets in that they allow you to limit a user's access to Pages and Page Data, while Permission Sets only limit a user's access to actions within an account.

When is it appropriate to create a Team to manage a user's access?

When working with consultants, vendors, or volunteers, you may not want them to have full access to your account data and pages. By creating a Team and assigning the user(s) to it, you can restrict their access to specific data.

Teams use Tags to determine which pages and data a user can access. You can have one or more users on a team, and each Team will have a Default Tag that can be assigned to specific Pages. If the Default Tag is not assigned to Pages, users assigned to the Team will not have access to them.

To continue learning about Teams, continue to the guide below!