{"id":1442,"date":"2022-07-25T15:14:44","date_gmt":"2022-07-25T13:14:44","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&#038;p=1442"},"modified":"2024-10-23T17:27:03","modified_gmt":"2024-10-23T15:27:03","slug":"teams-set-them-up","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/teams-set-them-up\/","title":{"rendered":"Teams &#8211; Set them up"},"content":{"rendered":"\n<figure class=\"wp-block-image alignright size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1080\" height=\"400\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/10\/Essential-smart-licences.png\" alt=\"\" class=\"wp-image-4220\" style=\"width:250px\"\/><\/figure>\n\n\n\n<p>[<em>Reading time: 2 minutes<\/em>]<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:26px\">Overview<\/h2>\n\n\n\n<p>A team can be used to group together one or more users according to their department (sales, aftersales, marketing, QA, etc.) or any other criteria. <\/p>\n\n\n\n<p>You can add up to <a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/limits-client-account-settings\/\" data-type=\"ht_kb\" data-id=\"3796\">50 users to each team<\/a>. Each of them can have a \u2018collaborator\u2019 or \u2018manager\u2019 type within the team.<br><em>Note: some of the supervision features in the Banner will only be available to managers.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"3375\" height=\"3375\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/10\/Teams.png\" alt=\"\" class=\"wp-image-4077\" style=\"width:150px\"\/><\/figure>\n\n\n\n<p>The teams will be used primarily for <strong>collaborative work<\/strong> (sending messages or calls internally, discussion groups, video meetings), <strong>supervision<\/strong> and <strong>quality management<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:26px\">Prerequisites<\/h2>\n\n\n\n<p>The users you wish to add to a team must already have been created. If you need help to <a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/adding-new-users\/\">add new users<\/a>, please click here. <\/p>\n\n\n\n<p>Optional: users you wish to be \u2018manager\u2019. Note that you can change the type of user to \u2018collaborator\u2019 or \u2018manager\u2019 at a later date if required.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:26px\">Configuring (Maker)<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">List of teams<\/h3>\n\n\n\n<p>You can set up teams in the Maker, in the \u2018users\u2019 module, \u2018teams\u2019 sub-module.<br>Teams will be displayed in a list. Several actions are possible for each list: open it, duplicate it\/view history\/tags, modify it, delete it.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"282\" height=\"58\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/10\/image-1.png\" alt=\"\" class=\"wp-image-4078\" style=\"width:150px\"\/><\/figure>\n\n\n\n<p><br><em>Note: these actions will be possible depending on the settings for the role associated with the user.<\/em><\/p>\n\n\n\n<p>You can search the list using the search bar or tags.<\/p>\n\n\n\n<p>You will be able to create up to 50 teams. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Public and private teams<\/h3>\n\n\n<p>When it is created, each team can be private or public.\u00a0<\/p>\n<ul>\n<li>Members of a <strong>public<\/strong> team are visible to all other users, who can then interact with them.<\/li>\n<li>Members of a <strong>private<\/strong> team can only be contacted by users who are also on that team.<\/li>\n<\/ul>\n<p>The status of a public\/private team can be changed at any time in the Maker.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4092\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/10\/Teams-set-them-up.gif\" alt=\"\" width=\"700\" height=\"228\" \/><\/p>\n\n\n<p><em>Note: if you belong to several teams, including one that is public, you will appear in searches, even if the other teams are private.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Manager and collaborator<\/h3>\n\n\n<p>These are the two &#8220;types&#8221; that can be assigned to team members, each with different prerogatives.\u00a0<\/p>\n<ul>\n<li>A collaborator has no specific right.<\/li>\n<li>A manager can change the role of the other members of his team.<\/li>\n<\/ul>\n<p>There may be several managers in the same team.\u00a0<\/p>\n<p><em>Note: a Smart license does not give you manager status.\u00a0<\/em><\/p>\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:26px\">Preview<\/h2>\n\n\n<p>This is what a team looks like in the Maker.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4093 size-full aligncenter\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/10\/Teams-set-up.png\" alt=\"\" width=\"2500\" height=\"1309\" \/><\/p>\n<p>Now you can <a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/my-teams-banner\/\">use Teams in the Banner<\/a>!\u00a0<\/p>","protected":false},"excerpt":{"rendered":"<p>A team allows you to gather users according to their department (e.g. after-sales service). Each team has one or more managers and collaborators, and we will see here how to set up the teams according to the desired use.<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[146,107],"ht-kb-tag":[147,132,131],"class_list":["post-1442","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-as-an-administrator","ht_kb_category-configuring","ht_kb_tag-admin","ht_kb_tag-banner","ht_kb_tag-maker"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/1442","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=1442"}],"version-history":[{"count":4,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/1442\/revisions"}],"predecessor-version":[{"id":4330,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/1442\/revisions\/4330"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=1442"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=1442"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=1442"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}