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Manage TEAMs User Permissions
Manage TEAMs User Permissions

This article will walk you through managing user permissions for an individual that may be part of one or more TEAMs.

Alan Mohan avatar
Written by Alan Mohan
Updated over a week ago

If you are assigning a USER to a TEAM, you will need to ensure they're given permission to view related information such as viewing contacts, capital raises, etc.

Once a USER has been assigned to a TEAM, they will only be able to see information for which that TEAM has been assigned such as a contact, capital raise, etc.

Step 1. Navigate to the User settings in the Global Settings

Step 2. Click on "Set Permissions" to manage the permissions for a USER

Step 3. Click on the Permissions the USER should have

In the above screenshot, the TEAMs User has full access to a Project called Detroit Revitalization along with selected Global Permissions. The TEAMs USER can only view information that the TEAM has been assigned to.

NOTE: A TEAMs User with the Global Permissions "Add Contacts" and "Edit Contacts" will have the ability to add Contacts as well. These Contacts will automatically be assigned to that team.

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