Teams and user groups

Teams can provide a way to keep information secure on your account. By sharing specific data with a team, you can ensure that the right people have access to the right information at all times.

Note: BidGemmer Teams is a premium feature - if you cannot access it from your account, please contact the BidGemmer Sales Team.

TABLE OF CONTENTS

• What is a team?
• Team management
• Create or edit a team
• Team owners
• What data is affected by teams?

What is a team?

A team is any group of individuals who are working together to achieve a shared goal. In the workplace, this can be a department, a project team, a functional department team, a cross-functional (or cross-departmental) team, a management team, or whatever other type of team works in your company.

The individuals in the teams you create on your account can be notified, updated, and communicated with all together as a team. 

Teams are not affecting your customer accounts or the data they can access.

Team management

Manage your account teams by clicking the "Configuration" button in the main menu on the right. Then click on the "Teams" button on the menu. 

Here, you'll be able to see a list of all of the existing teams on your account. To access a team that you're looking for, either search for it or click on its name.

Create or edit a team

To create a new team, click on the "Create team" button on the top right corner of the screen. This will open a pop-up screen where you can set the team name, color, and an avatar icon. When creating a new team, you will automatically be added as the first user of the team, and become the sole owner of the team (Please read the "Team owners" section for more information).

Note: only administrators can create or delete a team.

Setting a team color and icon can be useful to identify teams quickly on different screens of the platform.

Once you created a new team, you can click on the team name to edit and add members from your organization to the team. Once you selected all the relevant users, click on the "Add users" button, and then the "Save" button to save your changes. 

To remove a member from a team, click the "Delete Icon" to the far right of the member's name.

All your teams are visible and available to all your users in the account but can only be changed by team owners and administrators.

Team owners

Any user on a team can be set as "Team Owner". Team owners and administrators will be the only members who can perform actions to edit the team, such as adding or removing members, and changing the name and color.

To make someone an owner, click on the "Check Icon" to the far right of their name.

Note: users with a role "Employee" can be added to a team, but cannot be team owners.

What data is affected by teams?

Across the platform, you can set teams for each of the following data:

• Events
• Viewing Sessions
• Accounts
• Productions
• Invoices

As described above, setting a team to any of the above data entities will limit access only to users with matching teams.

Inventory items and lots are accessible to any user if the user has access to:

• A production that includes the inventory items
• An event that includes lots with the inventory items
• A viewing session that includes lots with the inventory items
• An invoice that includes lots with the inventory items
• An invoice that was generated from an event that includes lots with the inventory items