Overview

Creating and Editing Teams in the education CRM enables efficient team management for better collaboration and data sharing.

• Team Formation: Set up new teams to streamline operations.

• Edit & Update: Modify existing teams as needed for flexibility.

• Enhanced Collaboration: Improves teamwork and institutional efficiency.

This ensures organized team management, fostering smooth operations within the institution.

Plan & Permissions

To create or edit a team, you must have the following permissions enabled:

• Manage Institute User

• Manage Institute Team

• Create Institute Team

Steps to Verify Your Permissions

1. Log in to your Meritto account.

2. Expand the Menu and navigate to User Access Control.

3. Click on Manage User.

4. Navigate to the Teams tab beside the Users tab.

5. On the Teams tab, you will be able to see the Create team card and button as well.

Creating a Team

Follow these steps to create a new team:

1. Enter Team Details

• Team Name (mandatory, max 30 characters)

• Team Description (mandatory, max 200 characters)

• Parent Team (optional, for hierarchy structure)

• Team Manager (assigns a manager with control over user access and team settings)

• Default Team Access Level (sets default permissions for new users in the team)

2. Add Users to the Team

• Select users from the available list.

• Use the search bar to find users by name, email, or role.

• Click the checkbox next to each user you want to add.

• On this page, the user lists will be visible with the user name, email ID, and role assigned to the user. 

3. Define Access Levels for Users

You can assign one of the following access levels:

1. Individual – Users can only view and edit their own data.

2. Teams – Users can view and edit their own data and their team’s data.

3. Teams & Hierarchy – Users can view and edit their own data, team data, and any sub-teams’ data.

Note: Access permissions are restricted to the module-level permissions assigned in the user’s permission template.

Editing a Team

To edit an existing team:

1. Navigate to the Teams tab.

2. Click on the team you want to edit.

3. Modify the required fields such as team name, description, manager, or access levels.

4. Add or remove users as needed.

5. Save the changes.

Other Team Actions

1. Add or Remove Users

• Navigate to the All Users Listing Page within the team.

• Click Add User or Remove User as needed.

2. Edit Team Access Levels

• Click on a user’s name in the team.

• Change their access level.

• Save the changes.

3. Delete a Team

Only the following users can delete a team:

• The Team Creator

• The Team Manager

• Users with an Admin role

Steps to delete a team:

1. Click the three-dot menu on the top right of the team card.

2. Select Delete Team.

3. On click of delete team, an overlay will appear from the right-hand side where the user will get the following options:
   

• Remove all users from the team.

• Transfer users to another team.

• Move sub-teams to another parent team.
  

Conclusion

By effectively utilizing the team creation and editing features in Meritto, institutions can enhance collaboration, maintain organized workflows, and ensure secure data access. Structured team management enables better coordination, clarity in roles, and seamless operations, ultimately improving overall efficiency within the institution.