Now in FreeAgent you can organize your CRM data according to teams. Control data visibility, app visibility, field-level security, and more. Filter on data team-by-team and report any way you want.
Your FreeAgent CRM account will now have a Team field for each of your Apps including Contacts, Accounts, and Deals, as well as any Custom Apps. In this tutorial we will cover the following topics:
Navigate to Teams settings
To get started, click on your profile picture and click on 'Settings' (1). Then click on 'My Company' (2) to show the available options, then click on 'Teams' (3).
Each user can only be assigned to one team. If you wish to assign them to another team, you will need to remove them from the original team and then assign them to the new team.
Administrator users will be able to see all records from all tabs regardless of the team they are assigned to.
If a user has team access, they won't be able to see any records if they are not assigned to that team.
The team owner field when you create teams doesn't influence the users for the time being, if you wish to add that user to the team, you need to assign the user to the team.
Create a Team
To create a new Team, click the 'Add New Team' button in the top right corner.
There are 3 required fields, Team name, Description, and Team Owner. You can also select a Parent team in case the team you are currently creating has a direct dependency on another team.
Here you can also assign users to the team. Just click on the field to show the available team members. *Please note that if the user's name is not available, that means that the user has been assigned already to another team.
Once you are done setting up your team and assigning users to it, click the 'Save' button.
When you create other teams, you will have the option to select one of the existing ones as a parent. This means that all records created by the Child team will also be accessible by the parent team. However, records created by members of the Parent team will not be accessible to the child team.
Edit a team
To make changes to a team, such as adding users, click on the circle right next to the name of the Team you wish to edit and then click the 'Edit' button.
Make the required changes. Once you are done click the 'Save' button.
You have the option to deactivate teams that are no longer need, just click the circle right next to the Team's name and click the 'Deactivate' button.
The Team will be moved to the 'Deactivated Teams' section, where you can reactivate it if needed. Just select the Team and click the 'Activate' button and your Team will be restored.
In order to assign records to a given Team, you will need to activate or create a Team field. All system apps like contacts, accounts, and deals, include the 'Team' field, so you would only need to create it for any custom app.
Whenever you create or edit any record, if you select one of your teams in the 'Team' field, all of the members that belong to that team will have access to that record.