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Team Management

https://www.youtube.com/watch?v=85RV6MufCbo

Teams Functionality

The teams feature in Notifier allows you to collaborate with other users by sharing access to searchers and managing permissions within your organization. This functionality is perfect for agencies, businesses, or any group that needs to coordinate their monitoring efforts.

Team Management Basics

Every user automatically has a team created for them when they register for Notifier. However, users can also receive invitations to join other teams, allowing for collaborative workflows.

Editing Team Information

As a team owner, you can customize your team's name and description at any time. Simply edit the team name and description fields, then click "Update Team" to save your changes.

Inviting Team Members

To add someone to your team, they must first have a registered Notifier account. In the near future, we'll be adding the ability to invite external users who haven't registered yet, but currently all invited members need existing accounts.

Adding a Member

1. Click the "Add Member" button
2. Enter the email address of the user you want to invite
3. Optionally include a personal message with the invitation
4. Click "Add Member" to send the invitation

The system will remind you that the user must have a registered account, though they don't need an active subscription to join your team.

Accepting Team Invitations

When someone invites you to their team, you'll see the invitation in your account dashboard.

The invitation will display any personal message included by the team owner. Click "Accept Invitation" to join the team and gain access to shared searchers and resources.

Once you accept an invitation, you'll be able to view your current permissions for that team, though only team owners can modify permission settings.

Managing Team Permissions

As a team owner, you have granular control over what each team member can do within your team. You can assign the following permissions:

• View Searchers: Allow members to see searcher results and configurations
• Edit Searchers: Let members modify existing searcher settings
• Create Searchers: Give members the ability to create new searchers
• Delete Searchers: Allow members to remove searchers from the team

Searcher-Specific Access

In addition to general permissions, you can control which specific searchers each team member has access to. This allows you to create focused access for different team members based on their roles or responsibilities.

Team Member View

When team members log into their accounts, they can view any searchers that have been shared with them based on their assigned permissions. The interface will clearly show which team they're working within and what level of access they have.

Team members can see their current permissions but cannot edit them, as permission management is reserved for team owners.

Best Practices

Use teams to organize monitoring efforts across your organization. You might create different permission levels for different roles - for example, giving managers full access while limiting team members to viewing and editing specific searchers relevant to their work.

The teams functionality is continuously being improved based on user feedback. If you need additional permission types or features that aren't currently available, contact our support team to discuss your requirements.