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| Info | ||||
|---|---|---|---|---|
Note: For each team you can define the following settings:
Please see the following figure, which shows you where you can find those settings:
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After creating the team you can now add team members. Just drag and drop the “Team Member” to your existing team/team leader to add a new member to your team.
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Differences between sharing and no sharing
| No sharing | Sharing | |||
|---|---|---|---|---|
| Team leader | Team member | Team leader | Team member | |
| Envelopes |  | | | |
| Templates | | | | |
| Bulk | | | | |
| Draft | ||||
As you can see in this table, the team leader always has access to sent and signed envelopes. If the team configuration also allows sharing templates then the team leader has also access to the templates created by the team members. If team sharing is allowed also the team members have access to other signed and sent envelopes from other team members and also the team members have access to the signed and sent envelopes created by the team leader.
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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 document. In Team 2 sharing is not enabled and does not share documents. Both team leader 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 leader 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 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 not access to 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 |
|---|---|
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Resulting team structure
