Teams

Teams help you organize and control user access at a more granular level than Permission Sets. While Permission Sets define what actions a user can take, Teams determine which Action Pages and related data a user can access—based on assigned Tags.

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Table of Contents:

• When to Use Teams
• Use Cases for Creating Teams
• How Teams Work
• Create a Team
• Assign Users to a Team
• Tag Action Pages with Team Tags
• Delete a Team

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When to Use Teams

Use Teams when you need to restrict page-level access for specific roles—such as consultants, vendors, or volunteers—while still allowing them to perform essential tasks. Teams are perfect for giving limited, tag-based access to designated pages and data.

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 Use Cases for Creating Teams

• Consultant/Vendor Access Control: Limit access for third-party contractors to only the pages relevant to their work without granting visibility into the rest of the account.
• Volunteer Management: Assign volunteers to a Team so they can only access pages related to specific campaigns or events they’re supporting.
• Event-Specific Access: Set up a temporary Team for a specific fundraising event, and tag only those pages, ensuring the event team’s access is contained.

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How Teams Work

• Each Team is assigned a Default Tag.

• Only pages tagged with the Team’s Tag will be visible to users in that Team.

• Team members receive email notifications only for transactions on pages tagged with their Team’s Tag.

• Users can be assigned to one Team at a time.

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Create a Team

To set up a new Team:

1. Go to Settings > Access > Teams.

2. Click Create Team.

3. Enter a Name (required) and Description (optional).

4. Click Save Team.

After saving, a Team Tag is automatically created and assigned as the default tag for that Team.

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Assign Users to a Team

1. Go to Settings > Access > Users.

2. Hover over the user’s email address.

3. Click Actions > Edit.

4. Use the Team dropdown to assign the user.

5. Click Save.

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Tag Action Pages with Team Tags

To grant page access to a Team:

1. Navigate to Action Pages > Pages.

2. In the Tags column, hover over the desired page and click the Pencil icon.

3. Select the appropriate Team Tag from the list.

4. Click outside the tag list to save.

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Delete a Team

Before deleting a Team, you must first remove all users assigned to it.

Step 1: Remove Users

1. Go to Settings > Access > Users.

2. Hover over the user’s email address.

3. Click Actions > Edit.

4. In the Team dropdown, select None or assign a new Team.

5. Click Save.

Step 2: Delete the Team

1. Go to Settings > Access > Teams.

2. Hover over the Team you want to delete.

3. Click Actions > Delete.

4. Confirm by clicking Delete Team.