Understanding the user experience when Teams restrictions are active.
What Changes for Users
When you're assigned to specific teams (not "All Teams"), your Repsly experience becomes automatically filtered:
User List:
- Only shows users from your assigned teams
- Cannot search for or find users from other teams
- User count reflects only accessible users
Forms:
- Form template list shows only forms assigned to your teams
- Cannot see or access forms for other teams
- Mobile app automatically syncs only your team's forms
Files and Folders:
- Only folders assigned to your teams are visible
- Cannot browse files from other teams
- Automatic filtering across all file operations
Activities Feed:
- Shows only activities from your team members
- Cannot see what other teams are doing
- Exports include only your team's data
Schedule View:
- Shows only visits from your team members
- Cannot see what other teams are doing
- Exports include only your team's data
Mobile App Experience
Form Submission:
- Available forms automatically filtered by your teams
- If you belong to multiple teams, you'll see forms from all assigned teams
- Simple, automatic experience - no additional steps needed
Photo and Note Submission:
- If assigned to one team: Automatically tagged with your team
- If assigned to multiple teams: Must select which team before submitting
Mixed-Team Scenarios
Viewing Shared Users:
- If someone belongs to multiple teams including yours, you can see them
- You see their activities only when they relate to your shared teams
- Cannot see their activities for teams you don't belong to
Shared Visits:
- Can see visits by users who belong to multiple teams
- Only see activities from teams you share with them
- Other activities in the same visit appear as "restricted and uneditable"
What Users Cannot See
- User profiles from other teams
- Forms assigned to other teams
- Files and folders for other teams
- Activities by other teams
- Schedules of users not in their teams
- Historical data from before they joined their current team(s)
Notification Messages
Users may see helpful messages like:
- "This form is assigned to teams outside your access"
- "Form visibility settings do not include the selected place or reps"
- "Restricted and uneditable task" (for cross-team activities)
These messages help users understand why they can't access certain content.