Add and edit teams
Teams are an easy way to group users and assign collective roles to them. You can assign product applications to a team so that any team member can view and manage the application.
First, add a team and add users as team members. Optionally, you can add roles that are applied to all team members.
Once the team's created, you can assign product applications to it. Team members can see applications assigned to them using filtering.
Team members can receive notifications when:
A profile assigned to the team is given an elevated PEPs or sanctions status.
A product application assigned to the team becomes in review.
A product application assigned to the team is nearing expiry.
Someone @mentions the team in a profile's Conversations.
Each team member can manage their individual notification preferences to change the notifications they receive.
Add a team
Go to > .
Select . The Add new team page is displayed.
Write the team’s name in the Name field.
Optionally, in the Description field, provide a short explanation of the team’s purpose.
Add the team members to the Members field. To add a member, enter the user’s name or email address into the field. You can add as many users as you like.
Optionally, add roles to the Team roles field. Team roles determine what the team members can see and do in Passfort. To add a role, type the role name into the field. You can add as many roles as you like.
Select . The team is created.
Learn how to add a user to your account.
Team members can also have user roles in addition to their team roles. To view user roles, go to the section and select a user.
Learn how to create new roles.
Members do not receive a notification when they’re added to a team, so you may want to let them know when they are added.
Edit a team
Go to > .
Select the team you’d like to edit.
To change the name, update the Name field.
To change the description, update the Description field.
To add a member, enter a user’s name or email address into the Members field. The team can have as many members as you’d like.
To remove a member, select the next to a member’s name.
To add a role, enter the role name into the Team roles field. The team can have as many roles as you'd like.
To remove a role, select the next to a role's name.
Select . The team is updated.
Members do not receive a notification when they’re removed from a team so you may want to let them know they’re no longer part of the team.
Note that, currently, there is no way to deactivate teams.
External teams
If you've purchased the optional SSO feature, you'll see an additional field when you add or edit teams called External team ID. Use this field to link your identity provider groups to teams by adding the group names or IDs.
When an SSO user creates an account in Passfort, they'll be added to any teams linked to their identity provider groups and assigned the team roles accordingly.
Each time the user logs in after that, their teams will be updated to reflect any groups they've been added to or removed from on your identity provider.
If you edit a team's roles, the changes are applied to users the next time they log in.
The team Members field is read-only for external teams and shows a list of the Passfort users in the identity provider group.