Before talking about Team, let’s take a look at some significant definitions.
Team is a group of team members and clients united to work with the same objects (dashboards, saved charts, presentations, datasets and integrations) – 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.
Team member is an internal user (colleague, company member) who is invited to the Team.
Client is an external user who is invited to the Team.
User is a common concept used to unite clients and team members.
NOTE: Clients are enabled starting from the Small Business plan.
Group is a folder that can be created on the Team members 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 can then add team members and clients to your Team.
Team members tab
From this article you will learn:
- How to add team members
- How to create a group of team members
- How to import the file with the list of team members
- Team member permissions
Adding team members
To invite team members to your Team, from the navigation pane, head over to the Admin page > Team members tab, click on the big plus button at the bottom right corner, and choose Add new team member.
In the appeared window, you need to:
- Type in email of a team member (which you want to invite).
- Choose a group where you want to place the team member (optional).
- Assign a role to the team member (Team member, Team member group admin or Administrator).
- Specify which objects the team member will be able to create (by default all possible objects are selected).
- Click OK when ready.
Each team member 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 team members that you can invite to your Team is limited by your Plan.
Adding group of team members
The whole list of team members is always displayed on the Team members tab.
The Administrators group is a permanent group created by default, which contains team members with the admins role.
To create a new group, click on the big plus button at the bottom right corner and choose Create new team member group.
In the appeared dialog window, type in a group name and click OK. You can also set the maximum number of team members in the group.
NOTE: Maximum number of team members in groups is limited by your Plan.
The newly created group will appear above the team members list under Team member groups.
Now you are able to create team members right in this group or move existing team members into it. There are several ways to do that:
- Drag-and-drop a team member into the group.
- Click on the three dots (
) button in the row with the team member name and choose Edit. In the appeared window, choose the desired group under Group name.
To rename, specify custom attributes or remove the group, click on it, click on the three dots ( ) button at the top ribbon, and choose the appropriate option.
Bulk import of team members
If you don’t want to add team members one by one, the option of importing the list of team members is available.
Click on the big plus button at the bottom right corner of the Team members tab and choose Import team members list. 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 these team members and will add them to this Team as a team member.
- If the imported email already exists in Slemma but it is new for the Team, then Slemma will add this team member 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 team member.
- 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 team members into it.
- If an imported file doesn’t contain info about group name for a new team member, then Slemma will add this team member 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 team member in the current group.
- If an imported file doesn’t contain info about role of a new team member, then Slemma will assign this team member as Team member by default.
- If an imported file doesn’t contain info about the role of the existing team member, then Slemma will leave this team member with its current role.
- When the checkbox for Pre-populate with existing team members is selected, Slemma will download the list of team members currently displayed (e.g. if you are in the group, only team members belonging to this group will be downloaded).
- Bulk import won’t able you to remove team members from the Team.
Team member permissions
Owner
The Team owner is the person who has created the Team. A Team can have the only one owner. The owner has global admin permissions within the Team.
The owner can:
- create/edit/share/remove objects (data sources, dashboards, etc.);
- view and edit all information on the Admin page;
- view the Activity page;
- 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 be the owner of the only one team, but a member of several.
Team member
The Team member can:
- create/edit/share/remove objects (data sources, dashboards, etc.);
- view the Activity page;
- schedule emails.
Team member group admin
The Team member group admin role is enabled only for team members with the specified group. Team member group admin has the same rights as a team member, but also he can:
- manage (add/edit/remove) team members within the group;
- create and publish dashboard templates within the group.
Administrator
The Team administrator can:
- create/edit/share/remove objects (data sources, dashboards, etc.);
- view and edit all information on the Admin page;
- view the Activity page;
- schedule emails.
Thus, administrator has the same rights as the team owner, except for access to the payment and billing information.
Clients tab
From this article you will learn:
- How to add clients
- How to create a group of clients
- How to import the file with the list of clients
- Clients permissions
Adding clients
To invite clients to your Team, from the navigation pane, head over to the Admin page > Clients tab, click on the big plus button at the bottom right corner, and choose Add client.
In the appeared window, you need to:
- Type in email of a client (which you want to invite).
- Choose a group where you want to place the client (optional).
- Assign a role to the client (Client or Client group admin).
- Specify which objects the client will be able to create (by default all possible objects are selected).
- 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 Clients tab.
To create a new group, click on the big plus button at the bottom right corner and choose Create new client group.
In the appeared dialog window, type in a group name and click OK. You can also set the maximum number of clients in the group.
NOTE: Maximum number of clients in groups is limited by your Plan.
The newly created group will appear above the clients list under Client 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.
To rename, specify custom attributes or remove the group, click on it, click on the three dots ( ) button from the top ribbon, and choose the appropriate option.
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 big plus button at the bottom right corner of the Clients tab and choose Import clients list. 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 Team members in bulk.
Clients permissions
Client
The client can:
- create/edit/share/remove objects (data sources, dashboards, etc.);
- schedule emails.
There are two main differences between clients and team members permissions:
- Clients can share objects within the clients group only where they are in, whereas team members can share objects to any team member or client.
- Clients can see only those objects that are shared personally to them or to their group, whereas team members can see objects that are shared to the whole team.
Client group admin
The Client group admin role is enabled only for clients with the specified group. The client group admin has the same rights as a client, but also he can:
- manage (add/edit/remove) clients within the group;
- create and publish dashboard templates within the group.
NOTE: Client group admins are enabled on the Client Reporting plan.