Teams

Last modified: 05 Sep 2025

Create teams to give groups of users in your organization access to different systems. This is how you reduce the administrative effort to share every system individually with a user.

Unlike user groups, the teams feature is limited to managing the access to systems in the systems list. A team can consist of users from different user groups, but users retain the rights of their specific user group for any system that is shared with them. See also User groups.

Teams overview

Find a list of all your teams at PORTFOLIO LEVEL, under Administration > Users > Teams.

Share systems with your users via teams

Prerequisites

• You belong to the user group administrator or operations.

Steps

1. At PORTFOLIO LEVEL, select Administration > Users > Teams.

2. Select New team. A window appears.

3. Give the team a Team name and add a Description if desired. Also add a contact Email address if there is already an existing one for your team.

4. Add members to the team:

   • Select Add users.

   • In the appearing window, tick the checkboxes for the users you want in the team.

   • Select Add users again to confirm your selection.

5. Share systems with the team members:

   • Select Add systems.

   • In the appearing window, tick the checkboxes for the systems you want to share with the team.

   • Select Add systems again to confirm your selection.

6. Select Save.

The new team is now added to the teams overview and the selected systems appear in the systems lists of the team members.

Further actions

• Select Edit to change the details of a team.

• Select Delete to delete a team permanently. All shared systems and filters will be removed from the team members' portfolios.

• Share a filter with a team. See Share a filter with others.