How to organize users in teams?

On DiliTrust you have the possibility to create teams, from user members, as soon as you have the necessary access rights, meaning that your role allows you to create teams. Creating teams makes it easier to set up access rights within your folder architecture

To learn more about the importance of roles within DiliTrust, see the dedicated article.

In this article, learn how to:

• Create a team
• Create a subteam
• Edit a team

Create a team

Depending on your needs and your file architecture, organize your users into teams. One user can be part of many teams.

Learn more on the best ways to organize your folders in the dedicated article.

From the DiliTrust homepage:

• Click on settings;
• Click on teams;
• Click on Add a team located on the left;
• A window will appear. Leave the section "Part of" blank;
• Write the name of the team and indicate which DiliTrust members will be part of it;
• Click on Confirm.

You can only add in teams users that have a DiliTrust account.

To learn more on how to create a user, see the dedicated article.

Create a subteam

You can also create subteams with a team. There are 2 ways to do so:

• Method 1
  • Click on "Add a team" on the left;
  • A window will appear. Select a parent team in the section "Part of";
  • Enter the name of the subteam and indicate which members are part of it;
  • Click on confirm.

• Method 2
  • Select the parent team to which you want to add a subteam;
  • Click on "Add a team" on the right of your screen;
  • A window will appear;
  • The section "Part of" will automatically be selected;
  • Enter the name of the new subteam and indicate which DiliTrust users will be part of it;
  • Confirm.

When creating a subteam, a new section will appear on the left with list of subteams.

Create as much of subteams as you find necessary.

Once the teams and subteams created, you can see which users are part of which team and organize them as needed. 

Organize the team members by alphabetical order, by their role, click on the green arrow on the right of the name.

Search for a member by using the search bar located at the top of the list.

Edit a team

At any moment, modify a team or subteam

• To delete a user from a team, click on the bin icon on the right of its email address;
• Click on Edit to change the parent team, the team's name, add users.

To delete a team or subteam, click on the bin located next to the user's name. If the team you wish to delete has subteams, first delete the subteams before deleting the parent team.

Note that To simplify the team's organization and its comprehension, name your teams according to the folders they will have too.

To have a better understanding on the reasons to organize your teams, see the dedicated article.