Note: This article has been updated to reflect recent changes in the software. Please review the new information to stay up to date with the latest features and improvements.
The Teams feature in InvestNext allows Sponsors to easily organize data while still providing a high level of security.
What is Teams and why should I use it?
Teams is a great security feature that allows sponsors to create a group of sponsor users, limiting their access to a subset of data within areas of the platform (ex. Contacts). As an administrator, you will have the ability to create Teams, add users to a Team and assign which Contacts, Capital Raises, and more belong to that Team.
What are the different types of users within Teams
Admin
A teams admin is someone who is either an
Adminprofile type, or has theUser Administratorpermission. As an admin you can create and manage Teams, as well as assign/remove teams to a resource.Team Admins can view everything. This includes opportunities and investment data from all contributing Teams.
Global Users
A global user is a user who is a part of zero teams
Global users can view everything
Team Members / Regular User
A team member is a user who is part of at least one team
Team members can only view resources that are part of at least one of their Teams
Teams Overview Video
Related Links: