Table of Contents
Team Editor
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In this section you are defining your teams. A team is a virtual organization, in which the team-manager (root) has access to all envelopes of the team. With the enabled sharing feature all team members can access the envelopes and/or templates of the team. People with the “isUserManager” setting can edit teams.
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If a person is in two teams (Team A & Team B) and sharing is enabled, the envelopes of Team A are not visible to Team B (and vice versa). [Note: changed behavior with eSAW 3.5, before it was able to be shared across both teams]. |
| Figure | Description |
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Add new Team Dialog
By drag and drop move a new member to your selected team. You have to select which user should be added to the team.
Removing a team member is simple. Just move over it and a delete icon appears.
In the team-settings you can define if envelopes and/or templates are shared.
Team Administration
This chapter explains how to create teams for your organization.
Introduction
This page shows you how to create teams for your organization. You can find the settings for your team in your organization in the section Settings -> Team.
Following steps are necessary to create a team:
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After adding team members to your team you can find a filter in the section Documents in Signed and Sent. Please see the next figure:
Differences between sharing and no sharing
| No sharing | Sharing | |||
|---|---|---|---|---|
| Team leader | Team member | Team leader | Team member | |
| Envelopes |  | | | |
| Templates | | | | |
| Bulk | | | | |
| Draft | ||||
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| Warning |
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The team leader has access to the documents in any case. |
Scenarios
In the section you can find different implementations of various team structures. The first descriptions show you how to create a one level team structure. Below that description you can find implementations for more level team structures and how the communication (sharing documents) work in teams with more level.
Sharing in team
In this scenario everyone has access to documents sent by others:
No sharing in team
In this scenario everyone has access to his/her own sent documents, except the team lead has access to sent documents of the complete team.
In two teams
Person C is in two teams and has two team leads. Documents of Person D cannot be seen by Person B. In that case Team 1 has sharing enabled and shares all sent documents. In Team 2 sharing is not enabled and does not share documents. Both team leaders have access to sent documents of Person C.
In two teams and sharing
Person C is in two teams and has two team leads. Team leaders have again full access to all documents of their team and all documents of Person C.
More level with split teams
In this scenario you can see that everyone in Team 1 has access to documents of the other team members A, B and C. Team 2 cannot see documents from Team 1 and also Team 2 members cannot see Team 2 members documents. Lead of Team 1 has only access to the documents from the members A, B and C. Lead of Team 2 has access to the documents of the members D, E and F. The “head of” has access to all documents.
More level within one team
In this scenario only the leaders of the teams have access to the members. Therefore, lead of Team 1 has access to the documents of the members A, B and C. Lead of Team 2 has access to the documents D, E and F. The Team members do not have access to other Team members documents. The “head of” has access to all documents.
More level within one team and sharing
Everyone has access to all documents in Team 1 and everyone in Team 2 has access to documents of team members of Team 2. But, Team 2 has no access to the documents of Team 1. This applies also to the team leader.
More level with sharing between teams
In this scenario person C is in both teams and therefore every team member can see the documents of other team members. For example: Person A can also see the documents of Person E although both are not in the same team. Lead of Team 1 can see the documents of his/her team members but cannot see the documents of the “head of”. Same configuration for the lead of Team 2.
More level team configuration in the UI
To create a more level team structure in the UI you have to create two teams. In the top team you only have to take into account that the desired team lead of the second team is also a team member of the first team. Therefore, choose a team member in the first team who is also the team leader of a team below. Please see also the figures below:
| 1st level team | 2nd level team |
|---|---|
Resulting team structure