Use these steps to understand and manage Teams in UserZoom.
On this page:
- About Teams
- Find Teams in an account
- Create a new Team
- Make a Team the default for an account
- Edit a Team
- Delete a Team
- Add/Remove access to a Team
- Change a user's default Team
About Teams
Default setup
- All accounts have at least one team called All Users.
- If no additional teams are created, all users in the account belong to the All Users team.
- With this setup, all studies in an account are visible and editable to all the users with access to the account.
Using the Teams feature
- Having two or more Teams in an account allows you to control study access.
- Any user (with any level of permissions) can have only one default Team.
- Unless otherwise indicated, any study created is shared with the user's default Team.
- The owner of the study or an Administrator can share the study with additional Teams or make it private.
- Users can belong to multiple Teams.
- For Main Administrators and Administrators, this has no impact. They can see all studies and manage Teams.
- Users can see their own studies and studies shared with the Team(s) they belong to.
Find Teams in an account
- Click on your Username at the top right corner.
- Select Account Settings, in the drop-down menu.
- Go to Users & Teams.
Create a new Team
Only Main Administrators and Administrators can create a new Team.
- Go to Account settings > Users & Teams.
- Under Teams, click New Team.
- Complete these following fields:
- Team Name
- Description (optional)
- Click Save.
Make a Team the default for an account
Only Main Administrators and Administrators can make a Team the default for an account.
- After a Team is created, go to Account settings > Users & Teams.
- Under Teams, click Make Default next to the Team.
- Click Save.
Edit a Team
Only Main Administrators and Administrators can edit a Team.
- Go to Account settings > Users & Teams.
- Under Teams, click Edit.
- Make your changes.
- Click Save.
Delete a Team
Only Main Administrators and Administrators can delete a Team.
- Go to Account settings > Users & Teams.
- Under Teams, click Delete next to the Team.
Add/Remove access to a Team
Only Main Administrators and Administrators can add/remove access to a Team.
- Go to Account settings > Users & Teams.
- Under Users, click Edit next to the user.
- Add: Check all teams the user should have access to.
- Remove: Uncheck all teams the user should not have access to.
- If a team you want to uncheck is grayed out, this is the user’s default team.
- To remove this team:
- In the same modal window, change a user's default Team.
- Uncheck the team that you would like to remove.
- Click Save.
Change a user's default Team
Only Main Administrators and Administrators can change a user's default Team. All studies a user creates are listed under their default team unless changed.
- Go to Account settings > Users & Teams.
- Under Users, click Edit.
- Choose the new default Team from the drop-down menu.
- Click Save.