Page Comparison

Teams in Microbizz are a used to group users in Microbizz into logical units typically referring to departments of the organisation. Teams are also used when defining permissions and politics throughout the total Microbizz system, but also used when defining responsibility for companies and tasks.

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You will then see the following page where you will be able to create a team.

The menu option Teams shows a list of the teams that have been created in the system. As you know, a team is a group of employees/users. Already created teams in the system can be edited by accessing the pencil tool for the relevant team.

If a user wants to create a new team, click on ‘New team’ and they will be presented with the following window:

At minimum, provide a title for the team.

In the field Clone there is the opportunity to make a clone from Image Added

You will then need to choose how to create the team:

• Title: This will be the name of the team
• Clone from: Use this dropdown to create this team using the same permissions as an existing team. This is

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Assuming there already are users set up in the system, these can be specified as either team leaders, employees (team members) or spectators, which are assigned a variety of respective permissions. Should no users have been created in the system yet, click on ‘Save’ and the users can then be attached to the relevant team under creation of users, as seen in the picture under the menu option CREATE. A team has now been created.

Team leader / Team member

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• a useful tool to make sure that the teams in your system are comparable, and to save time not having to adjust each permission for the new team
• Team leaders: Add one or more users that will act as team leaders in this team
• Employees: Add one or more users that will act as employees in this team
• Remote ID: Add a remote ID to pair this team with an external integration
• Access: Choose which modules the members of this team should have access to

As seen above, there are only two required fields to add when creating a team. This gives you the freedom to create a user or a team first.