Creating a Team

Before talking about Team, let’s take a look at some significant definitions.

Team is a group of users and clients united to work with the same dashboards, reports, presentations and datasets – which can be administered and billed together. This is useful if you are a company that has many dashboards and need to give others in your company, or your clients, access to the dashboards and data.

Owner is a person who has created the Team.

User is an internal member (colleague, company member) who is invited to the Team.

Client is an external user who is invited to the Team in order to view and download objects (dashboards, reports, presentations) they have been granted access to.

NOTE: “Clients” is an additionally paid group of members of your Team. If you are interested in adding clients, please contact us at help@slemma.com.

Group is a folder that can be created on the Users or Clients tabs in order to structure members of the Team.

Your Team is created by default when you register with Slemma. Once you are registered, you will then add users and clients to your Team. You may also set the desired name for your Team.  

Let’s explore now how to add users and clients to your Team.

Users tab

From this article you will learn:

Adding users

To invite users to your Team, from the navigation pane, head over to the Admin page > Users tab, and click on the big red plus button at the bottom right corner. The following window appears:

Here you need to:

  1. Type in email of user (which you want to invite).

  2. Choose a group where you want to place the user (optional).

  3. Assign a role to user (User or Administrator).

  4. Specify which objects the user will be able to create (by default all possible objects are selected).

  5. Click OK when ready.

Each user will get an invite email. If they don’t have a Personal account yet, Slemma will create one. This is required to become a member of the Team.

NOTE: The number of members that you can invite to your Team is limited by your Plan.

Adding group of users

The whole list of users is always displayed on the main page of the Users tab.

The Administrators group is a permanent group created by default, which contains users with the admins role.

To create a new group, click on the  button at the top right corner. In the appeared dialog window, type in a group name and click OK. The newly created group will appear above the users list under Groups.

Now you are able to create users right in this group or move existing users into it. There are several ways to do that:

  • Drag-and-drop a user into the group.

  • Click on the three dots (05.PNG) button in the row with the user name and choose Edit. In the appeared window, choose the desired group under Group name.

By clicking on the three dots (05.PNG) button in a row with a group name the options of renaming and removing become available.

Bulk import of users

If you don’t want to add users one by one, the option of importing the list of users is available.

Click on the Import user list () button at the top right corner. The following dialog window appears:

During import, you may either add new users to the Team or edit existing ones.

There are some rules that you need to know when importing users in bulk:

  • Imported *.csv file should be in UTF-8.

  • Email is the only required field.

  • If the imported email is new for Slemma, then Slemma will create a new account for this user and will add them to this Team as a member.

  • If the imported email already exists in Slemma but it is new for the Team, then Slemma will add this user to the Team with the specified role and group.

  • If the imported email already exists in a Team, then Slemma will update the role and group info for this user.

  • If an imported file contains the name of a new group for a Team, then Slemma will create this group in a Team and will place specified users into it.

  • If an imported file doesn’t contain info about group name for a new Team member, then Slemma will add this user in the group All by default. If imported file doesn’t contain info about group name for the existing Team member, then Slemma will leave this user in the current group.

  • If an imported file doesn’t contain info about role of a new Team member, then Slemma will asign this Team member as User by default.

  • If an imported file doesn’t contain info about the role of the existing Team member, then Slemma will leave this user with its current role.

  • When the checkbox for Pre-populate with existing users is selected, Slemma will download the list of users currently displayed (e.g. if you are in the group, only users belonging to this group will be downloaded).

  • Bulk import won't able you to remove users from the Team.

User permissions

Owner

The Team owner is the person who has created the Team. A Team can have only one owner. The owner has global admin permissions within the Team.

The owner can:

  • create/edit/share/remove objects (datasets, integrations, dashboards, etc.);

  • edit information on the Team settings page;

  • create/edit/remove groups, Team members;

  • schedule emails;

  • access (review and update) payment and billing information;

  • upgrade the current plan;

  • cancel the subscription and thus delete the Team.

NOTE: You can only be the owner of one team, but a member of several.

User

The user can:

  • create/edit/share/remove objects (datasets, integrations, dashboards, etc.);

  • schedule emails.

Administrator

The Team administrator can: 

  • create/edit/share/remove objects (datasets, integrations, dashboards, etc.);

  • edit information on the Team settings page;

  • create/edit/remove groups, Team members;

  • schedule emails.

Clients tab

NOTE: “Clients” is an additionally paid group of members of your Team. If you are interested in adding clients, please contact us at help@slemma.com.

From this article you will learn:

Adding clients

To invite clients to your Team, from the navigation pane, head over to the Admin page > Clients tab, and click on the big red plus button at the bottom right corner. The following window appears:

Here you need to:

  1. Type in email of a client (which you want to invite).

  2. Choose a group where you want to place the client (optional).

  3. Click OK when ready.

Each client will get an invite email. If they don’t have a Personal account yet, Slemma will create one. This is required to become a member of the Team.

Adding group of clients

The whole list of clients is always displayed on the main page of the Clients tab.  

To create a new group, click on the  button at the top right corner. In the appeared dialog window, type in a group name and click OK. The newly created group will appear above the client list under Groups.

Now you are able to create clients right in this group or move existing clients into it. There are several ways to do that:

  • Drag-and-drop a client into the group.
  • Click on the three dots () button in the row with the client name and choose Edit. In the appeared window, choose the desired group under Group name.

By clicking on the three dots () button in the row with group name the options of renaming and removing become available.

Bulk import of clients

If you don’t want to add clients one by one, the option of importing the list of clients is available.

Click on the Import client list () button at the top right corner. The following dialog window appears:

During import, you may either add new clients to the Team or edit existing ones.

The same rules apply to when importing clients in bulk as well as importing users in bulk.