Manage Teams

The Manage Teams panel allows you to manage the people on all the Folders across a Project, group them together into Teams, and change the permissions they have within Flow Capture.  

A full walkthrough of the Manage Teams Panel can be found below: 

Accessing the Manage Teams Panel 

The Manage Teams Panel can be found by first clicking the Administration icon on the left, then clicking the Manage Teams tab. 

Manage Teams Breakdown 

The panel is divided up into five columns: 

  • Contacts: The individual members that have been added to the Company and who can be assigned to Projects, Folders, and Teams as needed. We've created separate filters for those who are Admins across the Company and those across individual Projects. You can also add new users here. 
  • Teams: These are groups you can create to help organize the users that you add to Folders or Projects. 
  • Project & Folder: The current Project you're working on, as well as all the Folder you're currently inside of. 
  • Participants: The members from your Contacts that have been added to a Project or Folder. 
  • Participant Details: When a Participant is selected, this will display a card with their information, including permission level and position in the Project. 

Each one plays a part in adding team members, assembling them into groups for distribution, or giving them access to Folders. For best practices on setting up your teams, reference our Setting up Teams and Adding Users guide. 

The Project and Folder Column 

The column in the center of the Teams Panel contains the Project you're working on at the top, and the Folder that you're in or have selected below. Clicking on a Project or Folder allows you to manage the individual Participants and Teams that have been added to each. 


Notes 

Team names have a 45 character limit. 

Duplicate Company Team names are not allowed in the same Company, and duplicate Project Team names aren't allowed in the same Project. While the same Project Team name can't be made in the within a Project, it is possible to have duplicate Project Team names in separate Projects in one Company.