Use Case: Create a User Team

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 will walk you through the steps to set up a new team and add users.

Objectives

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

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

Warnings will provide insight or advice to avoid risk, visibility, and overall product performance issues during this use case.

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

Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.

Tip: Facilitators can implement work flows during team customization. You can find more information about work flows here: Work Flows (Facilitators).

Tip: You can add new Merchant Users to specific Teams after successfully boarding by assigning your preferred team to your whitelabeled Merchant Signup Form.

Additional Resources

See the tips below to help you get started.

• To learn more about user access and roles, visit the Understanding Users and Roles page.

• For more information about teams, visit the Understanding Teams page.

Create a User Team

1. Access the Teams Page

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

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

2. Create a New Team

• Step 1: Click the ADD TEAM button in the upper right-hand corner of the page to open the Add Team lightbox.

• Step 2: Enter the name of the new team in the Name field.

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

Result: The new team will appear in the table on the Teams page.

3. Add Users to the New Team

• Step 1: Click on the new team listed in the Teams table to open the Team Profile page.

• Step 2: Click USERS on the left-hand side of the page to open the Users tab.

• Step 3: Click the ADD USERS button in the upper right-hand corner of the page to open the Add Users lightbox on the page.

• Step 4: Type 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.

• Step 5: Click the CHECKMARK icon to select the user.

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

• Step 6: Click ADD USERS at the bottom of the lightbox to add the users to the new team.

Result: The new user will now appear in the Users table on the Team Profile page.

Next Steps

Once the new Team is successfully created, review the following use case guides for additional information on related topics:

• Set Up a Group: See the Set Up a Group guide for more information about setting up a group of users in the portal.

• Set Up a Division: See the Set Up a Division guide for more information about setting up a division in the portal.

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:

• Understanding Teams

• Understanding Users & Roles

• Teams page [Merchants][Referrers][Facilitators]

• Team Profile page [Merchants][Referrers][Facilitators]

• Set Up a Group

• Set Up a Division