"With great power, comes great responsibility." - the Sales Ops department mantra.

Admins can create specific teams & assign role permissions. Enabling leadership to control who sees what while enhancing security around sensitive data.

How to create & edit Teams

What are Teams? Once a team is created, the users assigned only have access to specific recordings that are associated with that team.

Ex. Users in the Sales team can only see Sales recordings. Users in Product can only see Product recordings.

Create Teams

1. Navigate to the "Admin" tab in the sidebar. Click "Teams" in the dropdown menu.

2. Click the "+ Add Team" button (purple) in the top right-hand corner.

3. Type in the desired Team Name (Ex. Product, Marketing, Sales, etc.)

4. Click the "Add team member" section & select users in the dropdown menu.

Edit Teams

1. Click on the pencil icon on the right-hand side of any created Team.

2. A window will pop up. From this window: edit the team name & delete or add new users to the team.

3. Click the "Save" button (purple) in the bottom corner to save your changes.