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Console Menus - Accounts - Teams

Create and manage Teams in your Console

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Written by Support
Updated this week

The Teams menu lets you create and manage Team collaboration.

Teams are lists of users who are joined together and set up as a single combined Collaborator.

For example, if you have 4 admins on your staff, you can create an Admin Team that includes all 4 of them.
Now, instead of adding the 4 admins individually to drawers, just add the Team, and they'll all have access.

If a new admin joins your office, add them to the Team from this menu, and they'll instantly have access to all the drawers that the Team has been added to.

On the other side, if someone leaves your office, or changes position, you can remove them from the Team using this menu, taking away their access to the Team's drawers.

Teams don't need to be internal - you could set up Teams of advisors who share a client base, or Teams of third-party professionals like lawyers or accountants, who need access to a group of clients.

Search/Filter

Use this field to search a particular Team, or filter to get a list of similar Teams, or all Teams managed under a particular owner.

Table Fields Configuration

Use this control to determine which fields are displayed in the chart, and their position in the row.

  • id: the permanent, unique system identifier for a Team
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  • Team Name: the name you choose for the Team - this can be edited later, as needed
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  • Brand Code: the brand that the Team is assigned to
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  • Team Logo: the image or icon that you select for the Team (optional)
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  • Owner Email: the email of the admin who created the Team in Console
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  • Owner Full Name: the name of the admin who created the Team
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  • Owner Open ID: the unique system identifier of the owner

Export to CSV

Save all current fields to a .csv file - useful for recording a snapshot of completion data as of a given date.

Teams Actions Menu

View Members: Navigates to the Team Members screen

Manage Team Members: Opens a pop-up to quickly add or remove users from the Team

Update Team Details: Shortcut to the Details screen, where you can edit the Team name and logo

Delete Team: Removes the Team from your system
Team members will retain their individual access, but will lose all drawer access and permissions associated with the Team

Creating a Team

  1. To create a Team, click on Create a new Team at the upper right
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  2. Give your new Team a Name (you can edit this later if anything changes)
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  3. Choose the Brandcode that the Team will operate under (your overall environment or a subsidiary)
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  4. (Optional) Choose an image or logo for the Team - this will appear in the Console Teams menu and in the Collaborators list in clients' drawers
    You can upload an image file in the centre, or click the button on the right to open your Asset Library and select an image
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  5. Click Create Team on the lower right to complete
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  6. (Optional) Add members to your new Team - you can also do this later on
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    1. The pop-up will show all users in your environment - click the checkbox to the left of a user's name to add them to the Team
      You can use the search/filter bar to find the users you want to add
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      If the users are still Pending Registration, they will gain the Team access once they've registered and logged in
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    2. Once you've selected your users, click Confirm to add them to the Team
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      Remember that the list shows all users in your environment, including admins, employees, clients, and third parties!
      ​Make sure you add only the users who should have the Team's access!
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Managing Team Members


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Invite a new user to the Team

To invite a user who is not yet part of your environment (does not appear in your Clients & Users list),

  1. Go to View Members in the Actions menu for your Team
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  2. Select Invite Members on the right-hand side
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  3. In the pop-up, fill in the details for the new member:

    1. Email address

    2. First Name

    3. Last Name

    4. (Optional) to invite multiple users to the Team, click on Invite another Team Member and fill in the details for each one
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  4. Once all details are filled in, click Confirm

The user will receive an invitation to SideDrawer - once they register, they will be added to the Team and will have access to all drawers that the Team is listed on

Invite an existing user to the Team

  1. From the Actions menu for the Team, select Manage Team Members

    1. or, if you're already in the Team's details, select Manage Members from the lower right
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  2. The pop-up screen will show all users currently invited to your environment (clients, admins, and 3rd party users)
    Click next to the users you want to add, or use the Search bar to locate particular users
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  3. Click Confirm to add the selected users to the Team
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    ​Remember that users will immediately be added to the Team when you click Confirm, and will get access to all the Team's drawers!
    Make sure you're adding the correct users, or use the search bar to filter (for example, entering the company name so that only internal emails are shown)

Removing users from your Team

When you remove a user from a Team, they will instantly lose access to any drawers that the Team has access to (unless they've also been added as an individual Collaborator).

  1. From the Actions menu for the Team, select Manage Team Members

    1. or, if you're already in the Team's details, select Manage Members from the lower right
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  2. The pop-up screen will show all users currently invited to your environment (clients, admins, and 3rd party users)
    Click next to the users you want to remove, or use the Search bar to locate particular users
    Team members will have an orange checkmark to the left of their email address - clicking will remove the checkmark, indicating that the user will be removed from the Team
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  3. Click Confirm to remove the deselected users from the Team

    1. Alternatively, in the Team details, click on the 3 dots to the right of the user's name, and select Remove Member
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    2. In the confirmation pop-up, click on REMOVE to confirm and finalize
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Editing Team Details

Update Team Name and Logo

  1. Click on the 3 dots to the right of the Team listing, and select Update Team Details
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  2. In the pop-up, enter your new name, or upload a new image file for the logo
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  3. Once your updates are complete, click Confirm to save them

Delete a Team

To remove a Team completely,

  1. Click on the 3 dots to the right of the Team listing, and select Delete Team from the Actions menu
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  2. In the confirmation pop-up, click DELETE to permanently remove the Team
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