Company Teams define that users that will be allowed to access Company Projects.
Configure Company Teams with the following procedures:
Follow the steps in Create a Company to create a Company if you have not already done so.
The starting point for configuring a Company begins with the Company Dashboard.
Add a Team
First, you create Teams in the Company configuration. Later, you will assign teams to a Project, where you also can assign read/write access.
To add a Team to a Company:
- In the navigation panel at the left, click Settings.
- Select the Company tab.
- In the Company Teams section, enter a Team Name. Click Add Team.
Predefined Teams also appear in this list. These Teams cannot be edited or deleted:
- Members of the OWNERS Team have permission for all features and options.
- Members of the LOOPINSIGHTS Team have access only to the LoopInsights application.
User-defined Teams display aicon for editing and a icon for removing the Team.
Edit or Delete a Team
Only user-defined Teams can be modified or deleted.
Add a Team Member
Team members must be LoopCloud registered users. LoopCloud is a multi-tenant platform and for security reasons, when users register they do not get linked automatically to a particular company. Therefore, when adding a Team member, a list of users is not available. Users must supply you with a registered user name so that you can add them to a Team.
The user will receive an email invitation with instructions for accessing this company. The Team Member list displays the status of members.
|Team Member Status||Description|
|PENDING||The user has not responded to the invitation email.|
The user has responded to the invitation email.