Users and Teams - Overview
The new Users and Teams section on Flow Capture is a completely redesigned access management interface for admins.
While the functionality and underlying approach to granular permissioning and access haven’t changed, this new tool gives admins a more efficient and streamlined way of managing users on their projects.
We'll first take a look around the new UI, and then dive deeper into the specific features and functionality available in this new Flow Capture toolset.
Please note: Users and Teams has been released as a Public Beta, as additional work for full parity with Manage Teams focused on individual user permissions on folders is still ongoing.
Please contact support to request access.
Click here to skip to the video overview of the UI
UI Tour
In the upper left hand corner, you'll find a drop down that lets you define the view you want to work with.
All Contacts/All Projects: Lists all contacts across all Projects that you're an admin on.
Project Filtered View: Lists all contacts under a specific Project.
Below this, we have three distinct views: Users, Company Teams, and Project Teams.
Users
This view displays all users associated with the selected Project. For each user, you'll find the following info displayed in the main view:
- Name
- License Status
- Status
- Teams they are a member of
- Type (Assigned or Unassigned)
- Last Active
At the very right, you'll also find shortcuts to perform some common actions, like adding to additional folders or teams, resetting their MFA, etc.
Company Teams
This view displays all Company-wide teams. Note that "Company-wide" means a team that is available to be added to any Project across the entire Company. It does not mean it is automatically added to all Projects.
Project Teams
Displays all teams associated with the selected Project
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In the upper right hand corner, you'll also some additional options.
Import CSV - This allows you to import a CSV document with a list of contacts to be added to the selected project.
Add Dropdown - This allows you to manually add users and/or teams.
UI Functionality Enhancements
In addition to the views and options above, you'll also notice that we've added a number of UI Functionality enhancements.
Multi-Select
Each user or team displayed has a check box on the left hand side. You can now select multiple users or teams to perform functions on more than one item at a time.
For example: If you wish to add two users to a team, or assign to a folder, just select both, and any assignments will apply to those selected users.
Detailed View - User
Clicking on any user will give you a more detailed view of that user's Team Membership and Access.
The Team Membership tab will show all teams that user is a member of, as well as the default permission of that team.
Access will show you all access that user has been granted, including the specific folder(s), the permission level they have on those folders, as well as how they were given that access. IE: If a user was added to that folder by way of being on a team, or directly.
You can also perform a number of actions on this user within this view, such as assigning new access, making them Inbox-only, adding them to new teams, etc
Filters
Lastly, we've also introduced the ability to filter the users or teams in your view. For Teams, you can filter by the default permission. For users, you're able to filter by a variety of attributes, such as Permission, Role, Status, etc.
