Managing Teams and Permissions
Onestop worker accounts can be organized into teams and given specific permissions.
Creating a Team
To create a new team:
Click on the "Teams" menu
Click on "Create New Team"
Provide a team name
Click on the Save button
Managing a Team
To manage a team:
Click on the "Teams" main menu
On the left panel of your screen, select the team you want to manage
Click on the "Manage" button for the team at the top right of your screen as shown below
You can now manage various aspects of the team detailed in the next sections
Adding Members to a Team
If you co-workers do not have accounts on Onestop, you must first invite them to Onestop using the "Invite Workers" button. You can subsequently add a work to a team as you are inviting them.
If your co-workers already have accounts on Onestop and you want to add them to a team, follow the instructions below:
Follow the steps to manage a team
In the "Members" section, choose the members you want to add to the team and move them to the right side of the selection box as shown below
Click on "Save Changes"
Adding Permissions to a Team
To add workflow task permissions to a team follow the guide on task access here.
To add any other permission to a team:
Follow the steps to manage a team
In the "Permissions" section, choose the permissions you want to add to the team and move them to the right side of the selection box as shown below
Click on "Save Changes"
Permissions Matrix
The table below outlines all the core permissions available on Onestop for you to assign to different teams.
Only administrators have access to the administration console and once a user is set as an administrator, they can do anything on the administration portal. Be careful who you give admin access.
The only users with a higher level access than are super Administrators. Super Administrators can only be present in an enterprise setup and cannot be created on Onestop SaaS.
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