Create a team
Under the organisation's Teams. Needs organisation-admin access.
Before you start
A team grants nothing and restricts nothing. Nothing in Yessort's access checks looks at team membership.
If you are creating a team so a group of people can do something, it will not work. That belongs to a role, and if none of the five fits, what a role grants can be changed.
If you are creating one to record who works the late shift, that is exactly what it is for.
Steps
- Go to the organisation's Teams and create one.
- Give it a name.
- Add members.
- Save.
Name it for what it records
Since the team does nothing on its own, its name and membership carry its whole meaning to whoever reads it.
"Warehouse supervisors" is a useful record of who they are. It is not a statement about their access — those people have exactly the permissions their roles give them, and would have them with or without the team.
A member can be in several
Teams are a plain grouping. Someone can be in more than one, and removing them from a team leaves the others untouched — and changes their access not at all.
If you need access to follow the group
It will not. The options are:
Give them the same role. If a group of people should be able to do the same things, that is what a role is.
Adjust what that role grants, if none of the five fits — bearing in mind it affects everyone holding it.
Set site scope if the difference is about where rather than what.
See teams.