How to Create a Team

Steps

1. In the sidebar, open Company > Teams and click New Team. (When no teams exist yet, the empty list shows an Add Team button instead.)
2. Choose a starting point: pick a template such as "Buyer Team Template" or "Traffic Source Team Template" and click New Team beside it, or start from scratch for custom access.
3. Enter a Name for the team (e.g., "Sales Agents", "Reporting Only").
4. Configure record-level access. For each record type (Buyers, Offers, Calls, etc.), choose:
   • Whether access is enabled at all.
   • Whether the team can see all records or only specific ones (by selecting individual record IDs).
   • Per-attribute access levels: none, read, or update.
5. Optionally enable Superuser Team and select which application areas the superuser can access.
6. Click Create Team.

Adding Members

After creating the team, add members to the team by typing their email addresses into the input.

Best Practices

• Create teams that mirror your organizational roles: one for administrators, one for agents, one for reporting-only users.
• Use the principle of least privilege. Grant only the access each role needs.
• Review team permissions periodically as new features are added to the platform.