Before creating your first team, consider your organizational structure and data segregation needs:
- How do you want to segment your data? (by brand, geography, product line, account type)
- Which users need access to multiple teams?
- What level of data isolation do you need?
- Are there compliance requirements driving your team structure?
Creating Your First Team
Navigate to Settings in your web app. Look for the Teams section in your settings menu.
Click + New Team
Enter your team name (e.g., "Team North", "Premium Division")
- Click Save
Important Setup Notes
- All existing data stays accessible: When Teams is first turned on, all users are automatically assigned to "All Teams"
- You control the restrictions: Admins manually assign users to specific teams to create restrictions
- Plan your structure first: Think about how you want to organize your teams before creating them
What Happens When Teams is Enabled
- All existing users are automatically assigned to "All Teams"
- All existing forms, files, and activities remain visible to everyone
- All historical data maintains its current visibility
- New content can be assigned to specific teams
- Admins control when restrictions take effect by reassigning users
Important Setup Notes:
- All existing data stays accessible: No data is hidden until you manually configure restrictions
- You control the timing: Restrictions only apply when you assign users to specific teams
- Gradual implementation: You can restrict teams one at a time
Reversible process: Users can be reassigned back to "All Teams" if needed
Post-Setup Configuration
After creating teams, you'll need to:
- Assign users to specific teams (removing "All Teams" access creates restrictions)
- Configure form and file visibility by team
- Set up historical data access for users who need it
- Test the configuration with restricted user accounts
- Train users on the new team-based workflows
Pro Tip: Start with a small pilot team to test the configuration before rolling out to your entire organization.