Use Teams to manage retailer access

Learn how to use Teams within SKUtrak to control which retailer's data each user can see

1. How to use teams
2. How to create a team
3. How to add a user to a team
4. How to remove a user from a team

Teams

Teams allow you to control which retailer's data each user can see. When a team is created, it is assigned one or more retailers. Any team members will gain access to view the assigned retailers' data on SKUtrak.

Users can belong to multiple teams, and retailer access is additive; if a user is part of multiple teams, they will receive access based on all the teams they are a part of.

Teams can be managed on the Settings -> Teams page:

How to use Teams

Teams provide lots of flexibility for managing access. Depending on your organisation's needs, you may wish to:

Create One Global team 
Create a 'global' team with access to all SKUtrak retailers, and add all new users to it. This is the simplest approach, allowing all SKUtrak users to view data from every connected retailer.

Create a team for each retailer
Create an individual team for each retailer and add users to the appropriate teams. This gives fine-grained control over which retailer users can access but requires more admin.

Create custom teams 
Create teams with configurations specific to your needs. For example, if one account team is responsible for Tesco, Sainsbury's and Asda, create a team with access to just those retailers and add the account team as members. This means less admin than the per-retailer approach, but can get confusing with lots of teams.

How to create a team

Only Owners and Admins can create a team. To create a team:

1. Go to Settings -> Teams
2. Click 'Add Team' in the top-right
3. Enter a name for the team
4. Select which retailers the team should have access to:
   1. Switch the 'Full Access' toggle to give the team access to every retailer's data.
   2. If you do not want to give Full Access, select the retailers you would like to give access to in the 'Retailers access' drop-down.
5. Click on the 'Add Team Members' tab
6. Click 'Add' next to the users you want to add to the team
7. Click 'Save'

All members of the team will now have access to the assigned retailers. 

How to add a user to a team

Only Owners, Admins and Managers can add users to teams. To add a user to a team:

1. Go to Settings -> Teams
2. Click on the team you would like to add the user to
3. Click 'Add Members' in the top-right
4. Click 'Add' next to the users you want to add to the team
5. Click 'Save'

The new members will now have access to the team's assigned retailers. 

How to remove a user from a team

Only Owners, Admins and Managers can remove users from teams. To remove a user from a team:

1. Go to Settings -> Teams
2. Click on the team you would like to remove the user from
3. Click the checkbox next to the name of the user you want to remove
4. Click 'Remove From Team' in the top-right of the Members table
5. Click 'Accept' on the pop-up

The removed member will no longer have access to the team's assigned retailers.