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Creating and assigning permissions to teams
Creating and assigning permissions to teams

The easiest way to administer larger groups of users

Updated over a week ago

Add users to a team and quickly assign or change permissions to the group as a whole.

Creating a team and adding users

Firstly you will need to create a team. To do this you will need to be an Administrator. Navigate to 'Account Settings' > 'Account Teams'.

Enter the team’s name and click on 'Add new team'.

If the users that you want to add to the team are already active in the account, you can add them to the team by clicking on the 'Options' drop down and selecting 'Change users'.

Select 'Add new member'.

In the next window select the users you wish to add from the dropdown and click 'Add'.

Next, select 'Save' on the bottom right to update members and close the dialogue box.

To remove a user, simply hover over the user, select 'X' and then click 'Save'.

For privacy purposes the default permission setting when you create a new team is 'no access' to anything. To set the team's permissions click the 'Options' drop down and select 'Change permissions'. Select the workspace permissions you wish to assign and click 'Save'.

Adding users that aren’t already in your account to a team

After a team is set up, you can directly allocate new users to it at the same time as inviting them into your account. To do this navigate to Settings>User management and add the new user(s).

After adding the new user’s email address click 'Next' and you will be given the option to add them to a team. Select the team or teams that you want the user(s) added to and click 'Next'.

NOTE: You can add users to a workspace both as a part of a team and as an individual. In this scenario the higher of the two workspace permission levels will prevail. The exception to this is at a file and folder level, where for security purposes the most restrictive permissions apply.

Adding a team to a workspace

If you want to add a team to a workspace, navigate to the workspace's Options>Users section. Click 'Give someone access to this workspace'.

Now select the team from the drop down list and the give the team a role/permission level and click 'Add'.

You will now see the team in the 'Members' area of the workspace. You can display the individual members of the team by clicking on the team's card.

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