Add and edit teams
To create, edit, and delete teams, you need Read and Write access for the Manage users permission.
Note
If you've purchased the optional SSO feature, you'll see an additional field when you add and 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 a user who belongs to one of these groups creates a Passfort account, they'll be assigned to this group automatically and will have all of the Team roles. If you edit a team, the changes are applied to users the next time they log in.
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.
Every team member receives a notification 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.
Team members can see applications assigned to them using filtering.
Team members can manage their 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 field.
Optionally, in the field, provide a short explanation of the team’s purpose.
Add the team’s members to the field. To add a member, type the user’s name or email address into the field. You can add as many users as you like.
Optionally, add roles to the 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 at this point you may want to let them know that they’re part of the team.
Edit a team
Go to > .
Select the team you’d like to edit.
To change the name, update the field.
To change the description, update the field.
To add a member, type a user’s name or email address into the field. The team can have as many members as you’d like.
To remove a member, click the next to a member’s name.
To add a role, type the role name into the field. The team can have as many roles as you'd like.
To remove a role, click 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 at this point you may want to let them know that they’re no longer part of the team.
Note that, currently, there is no way to deactivate teams.