Manage Teams

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

 

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About Teams

• Teams allow you to control who can see and edit studies.
• By default, accounts only have one team called All Users that everyone belongs to.
• With this setup, all studies in an account are visible to all the users with access to the account.
• Main Administrators and Administrators can see all studies and manage Teams.
• Users can see their own studies and studies in Teams they belong to.
• New studies created by a user are visible to their default team.
• You can make your study private or shared.

 

 

Find Teams in an account

1. Click on your Username at the top right corner.
2. Select Account Settings, in the drop-down menu.
3. Go to Users & Teams.

 

 

Create a new Team

Only Main Administrators and Administrators can create a new Team.

1. Go to Account settings > Users & Teams.
2. Under Teams, click New Team.
3. Complete these following fields:
   • Team Name
   • Description (optional)
4. Click Save.

 

 

Make a Team the default for an account

Only Main Administrators and Administrators can make a Team the default for an account.

1. After a Team is created, go to Account settings > Users & Teams.
2. Under Teams, click Make Default next to the Team.
3. Click Save.  

 

 

Edit a Team

Only Main Administrators and Administrators can edit a Team.

1. Go to Account settings > Users & Teams.
2. Under Teams, click Edit.
3. Make your changes.
4. Click Save.

 

 

Delete a Team

Only Main Administrators and Administrators can delete a Team.

1. Go to Account settings > Users & Teams.
2. 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.

1. Go to Account settings > Users & Teams.
2. 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:
       1. In the same modal window, change a user's default Team. 
       2. Uncheck the team that you would like to remove.
3. 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.

1. Go to Account settings > Users & Teams.
2. Under Users, click Edit.
3. Choose the new default Team from the drop-down menu.
4. Click Save.