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

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

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.