Use Case: Create a User Team

Owned by Miles Graves
Last updated: Dec 25, 2024 by Ada Li
3 min read

You can create a team and customize access and roles for multiple team members using the portal. A team is a group of users that share roles and similar user properties that you can manage through the Teams page. Creating a team can help you streamline account access and efficiently assign user roles that determine a team member’s capabilities on the platform. This tutorial walks you through the steps to set up a new team and add users.

Partial view of the Teams page.

Objectives

Create a user team and customize member roles and user capabilities.

Audience

  • Facilitators

  • Referrers

  • Merchants

Environment

  • Portal (Sandbox)

  • Portal (Production)

Prerequisites

Prerequisites:

  • You must have a fully boarded account to perform any of the actions described in this use case guide.

  • You must have the full names and email addresses for any users that are included in the new team.

Warnings

Warning: New Teams will not active until you add new users and customize their access levels. The next portion of this guide will cover this topic.

Tips

Additional Resources

See the tips below to help you get started.

Create a User Team

1. Access the Teams Page

  1. Click the PLUS icon next to Users in the left navigation panel to open a drop-down menu.

  2. Click TEAMS in the Users drop-down menu to open the Teams page.

2. Create a New Team

  1. Click ADD TEAM in the upper-right corner of the page to open the Add Team lightbox.

  2. Enter the name of the new team in the Name field.

  3. (Optional) Enter a description of the new team in the Description field.

Result: The new team is displayed in the table on the Teams page.

3. Add Users to the New Team

  1. Select the new team listed in the Teams table to open the Team Profile page.

  2. Click USERS on the left side of the page to open the Users tab.

  3. Click ADD USERS in the upper-right corner of the page to open the Add Users lightbox.

  4. Enter the username of the user into the search bar at the top of the lightbox to search by name, or scroll down the list of usernames.

  5. Click the CHECKMARK icon to select the user.

  6. (Optional) Select ALLOWED ACCESS to grant all access capabilities for the team.

  7. Click ADD USERS at the bottom of the lightbox to add the users to the new team.

Result: The new user is displayed in the Users table on the Team Profile page.

Next Steps

After creating the new team, review the following use case guides for additional information on related topics:

Conclusion

The new team is now active, and the team members can perform any actions associated with their assigned roles.

References

Click the links or items below to access any of the following pages:

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