Managing Teams

Teams in SalesKey are groups of users that can share data, collaborate on records, and be used to control data visibility through role permissions.

Navigate to: Settings > Teams

Admin only: Team management requires administrator permissions.

---

What Are Teams Used For?

Teams are used in two main ways:

1. Data visibility — When a user's role has "Team" visibility, they can see records owned by members of the same team.
2. Collaboration — Multiple team members can be assigned to the same deals, leads, and projects.

Example: A "West Coast Sales" team might include 5 sales reps and their manager. Each rep can see each other's deals (if roles are configured with team visibility), and the manager can monitor the whole team's pipeline.

---

Creating a Team

1. Go to Settings > Teams.
2. Click + New Team.
3. Enter:
   • Team Name (required)
   • Description (optional) — Brief description of the team's purpose
4. Click Save.

---

Adding Members to a Team

1. Open the team by clicking its name.
2. Find the Members section.
3. Click + Add Member.
4. Search for and select a user.
5. Click Save.

Repeat for each member you want to add.

---

Removing Members from a Team

1. Open the team.
2. Find the member in the Members list.
3. Click Remove next to their name.
4. Confirm the removal.

---

Editing a Team

1. Find the team in the Settings > Teams list.
2. Click Edit.
3. Update the name or description.
4. Click Save.

---

Deleting a Team

A team can only be deleted if it has no members.

1. Remove all members from the team.
2. Find the team in the list.
3. Click Delete and confirm.

---

Team Membership and Data Access

When a user belongs to a team, their role's visibility scope determines how team membership affects data access:

• If the role has Own visibility → user sees only their own records, regardless of team.
• If the role has Team visibility → user sees records owned by anyone on their team.
• If the role has All visibility → user sees all records across all teams.

Roles are configured in Settings > Roles.

---

Multiple Team Memberships

A user can be a member of more than one team. In that case, they can see all records owned by members of any team they belong to (depending on their role's visibility scope).

---

Tips for Organizing Teams

• Mirror your org structure — "APAC Sales", "US Enterprise", "Customer Success" are natural team structures.
• Keep teams small and focused — Large, catch-all teams make visibility control harder.
• Assign managers to the right team — A manager needs to be on their team to see team-visibility records.
• Review membership when people move — When someone changes roles or departments, update their team membership accordingly.