What this feature does and when to use it?
The Teams feature allows you to organize users into teams or divisions within Recruit CRM. You can assign users to one or multiple teams, configure team-based access through Custom Roles, and generate reports to track and compare the performance of individual teams.
This feature is useful when you want to:
Organize users into teams, divisions, or business units.
Assign users to multiple teams.
Restrict data access to specific teams using Custom Roles.
Generate performance reports for individual teams.
Compare the performance of multiple teams.
Create and Manage Teams
Note: The features described in this article are available only on the Business and Enterprise plans.
Create a team:
Navigate to Admin Settings > Users > Teams.
Click on New Team in the top right corner.
Enter a name for the team and select the users you want to add to the team.
Note: A user can belong to multiple teams simultaneously.
Click on the Submit button.
Configure team-based access:
Recruit CRM allows you to create Custom Roles with Team Only permissions, ensuring users can access only the records that belong to their team.
For example, if you have two teams of Recruiters and you wish to give the users on each team access to only the candidate database of their respective teams, you can create a custom role with 'Team Only' view & edit permissions for the candidate module. Similarly, for each action and module, you can set 'Team Only' permission:
Navigate to Admin Settings > Users > Roles & Permissions.
Create a new Custom Role or edit an existing one.
Configure the required module permissions and select Team Only wherever applicable.
Save the role and assign it to the appropriate users.
Generate team performance reports:
Recruit CRM enables you to generate reports for individual teams and compare their performance over a selected period.
Navigate to Reports and Open the Team Performance Report.
Select Team Member, choose the required team(s), KPIs, and date range.
Generate the report to review or compare team performance.
You can also generate Deals by Teammates/Team and Deals Won/Lost reports for individual teams.
Troubleshooting
Problem: I cannot create a team.
Problem: I cannot create a team.
Likely Cause: Your subscription plan or user permissions may not support the Teams feature.
What to Check: Verify that your organization is on the Business or Enterprise plan and that you have administrator permissions.
Resolution: Upgrade your subscription if required or contact your Account Owner for the necessary permissions.
Problem: A user cannot access records for their team.
Problem: A user cannot access records for their team.
Likely Cause: The assigned Custom Role may not have the correct Team Only permissions, or the user may not belong to the appropriate team.
What to Check: Confirm that the user has been added to the correct team and that the assigned Custom Role includes the required Team Only permissions.
Resolution: Update the user's team membership or modify the Custom Role permissions as needed.
FAQ's
1. Can a user belong to more than one team?
1. Can a user belong to more than one team?
Yes. Users can belong to multiple teams simultaneously.
2. Can I restrict users to viewing only their team's records?
2. Can I restrict users to viewing only their team's records?
Yes. You can achieve this by assigning a Custom Role with Team Only permissions.
3. Can I compare the performance of multiple teams?
3. Can I compare the performance of multiple teams?
Yes. The Team Performance Report allows you to compare multiple teams using selected KPIs and a specified date range.
Conclusion:
The Teams feature helps you organize users, manage team-based access, and analyze team performance within Recruit CRM.