Configuring user teams

A user team is a collection of NexJ CRM users. You can use teams to apply view and edit security, specify available custom field types and categories for users, and assign coverage groups.

Creating user teams

You can create a user team and assign view and edit security settings to the team.

To create a user team:

1. Navigate to the User page.

2. In the User Teams tab, click the Add button 

   

    and select a group type.
   
   

   The group type is associated with a custom field type group and a category group. These groups define which categories, category tabs, custom fields, and custom field tabs are available for the user in the Details tab on the Customize workspace in NexJ CRM.

   If appropriate custom fields or categories do not appear for a user in NexJ CRM, validate that the User entity type has been added to the custom field type group and category group defined for the group type.
   The Add User Team dialog opens.

3. In the Details tab, enter a name and description for the user team.
4. [Optional] In the Users tab, add or remove users from this user team.
5. [Optional] In the Security tab, specify the view and edit security levels of this user team.
6. Click OK. The Add User Team dialog closes.

The user team is created.

Modifying user team properties

Modify a user team's properties when you want to make changes to the team's name, description, or security settings.

To modify the properties of a user team:

1. Navigate to the User page.
2. In the User Teams tab, select the user team whose properties you want to modify. 
3. In the Detail subtab, click the Edit button 

   

   . The Edit Team dialog opens.

4. Edit the user team's name or description.
   

   

   The user team name displays in NexJ CRM.

5. To change the user team's view or edit security, make your desired selections in the corresponding fields.
6. Click OK. The Edit Team dialog closes.

The user team's properties are modified. 

Changing user team members

Change the members of a user team when you want to modify NexJ CRM user access.

To change the members of a user team:

1. Navigate to the User page.
2. In the User Teams tab, select the user team whose membership you want to change. The user team's information appears in the Detail subtab.
3. In the Users subtab, click the Select button 

   

   . The Select Users dialog opens. You can search for users in this dialog by first name, last name, and login name. Users who are already part of the user team populate the list on the right side of the dialog.
4. Add users by selecting from the list of available users on the left side of the dialog and clicking Add. Remove users by selecting from the list on the right side and clicking Remove.
5. Click OK. The Select Users dialog closes.

The members of the user team are modified.

Changing permissions for user team members

Each member of a user team is given permissions that allow them to manage objects that are specific to that team, such as categories, custom fields, and coverage teams.

You can configure permissions either for all users of a team or for an individual team member.

Configuring default permissions for new members of a user team

Default user permissions are privileges that you define for a user team. The default user permissions are automatically given to all new users who are made members of a team.

Changes that you make to default user permissions do not affect users who are already members of a team.

To change the default user permissions of a team:

1. Navigate to the User page.
2. In the User Teams tab, select the user team you want to change.
3. In the Detail subtab, in the Default User Permissions zone, click the Select button 

   

   .
   The Select Permissions dialog opens.
4. Add permissions to or remove permissions from the list on the right as desired.
5. Click OK. The Select Permissions dialog closes.

The default user permissions are updated.

Configuring permissions for individual members of a user team

Individual user permissions can be altered at any time after the user has been added to the team.

To change the permissions of an individual user:

1. Navigate to the User page.
2. In the User Teams tab, select the user team you want to change. Information about the team appears in the Detail subtab.
3. Click the Users subtab and select the user whose permissions you want to change. The user's permissions appear at the bottom of the Users subtab.
4. In the Permissions for user zone, click the Select button 

   

   . The Select Permissions dialog opens.
5. Add permissions to or remove permissions from the list on the right as desired.
6. Click OK. The Select Permissions dialog closes.

The permissions of the individual user are changed.