Creating user teams

You can create a user team and assign view and edit security settings to the team.
To create a user team:
  1. Navigate to the User page.
  2. In the User Teams tab, click the Add button and select a group type.
    Note: The group type is associated with a custom field type group and a category group. These groups define which categories, category tabs, custom fields, and custom field tabs are available for the user in the Details tab on the Customize workspace in NexJ CRM.

    If appropriate custom fields or categories do not appear for a user in NexJ CRM, validate that the User entity type has been added to the custom field type group and category group defined for the group type.

    The Add User Team dialog opens.
  3. In the Details tab, enter a name and description for the user team.
  4. Optional: In the Users tab, add or remove users from this user team.
  5. Optional: In the Security tab, specify the view and edit security levels of this user team.
  6. Click OK.
    The Add User Team dialog closes.
The user team is created.