Admins can control which records team members can access using Team Management. Teams enable Admins to manage user visibility based on the Owner field, ensuring members can only view relevant data. Team-to-team reporting creates a hierarchy, allowing Team Leaders to oversee multiple teams with increased record visibility.

Creating and Customizing Teams

To create a team, go to the Account Settings and under General, click Users page and follow these steps:

1. Create a new team (upper right corner): Assign a team name and (optionally) set up a Reports to parent team. This allow teams to report to other teams to preserve multi-level hierarchy.
2. Click Next: Add users: Add users already in the CRM, or click Add User to add a new user.
3. Click Next:Set visibility: Visibility settings determine what users can view and edit. These settings are managed at the team level, ensuring that team members can collaborate effectively.
4. Finish and view team summary

How many teams can I create?

The number of teams depends on your PipelineCRM subscription plan:

• Start: 1 team
• Develop: 2 teams
• Grow: Unlimited teams

Edit Team Settings

Teams consist of non-executive users and can include multiple Leaders and Read-only users. Click a team’s name in the org chart to access its settings.
Here are the steps to add or move a user:

1. Click on the Team name
2. Select Add new user to add a new or existing user to the team
3. If moving an existing user, select Move under the name of the user you want to move
4. Note that the user will retain ownership of records but may lose visibility of their previous team's data.

Visibility Settings
Visibility settings control which records (deals, companies, or people) team members can view and edit. These settings are managed at the team level, enabling collaboration among team leaders and members.

📌 Refer to our Company Ownership article for more details here.

Who has access to team data and records?

• Executives: Have full visibility and editing access across the entire account
• Team Leaders: Can see and edit records for their team and any teams reporting to them.
• Team Members (default role): Can see and edit records within their team.
• Read-only Team Members: Can comment and engage with team activities but cannot edit or report.

Team Hierarchy and Reporting

Creating a team hierarchy using the Reports To feature allows Team Leaders to manage multiple teams efficiently. Leaders automatically gain visibility into all records owned by their Team Members and any teams reporting up to them.

How do I create an organizational hierarchy?

Use the Reports To field in Team Settings to establish team-to-team reporting based on your organization's structure.
For example:

• The Atlantic and Pacific teams report to the National Sales team.
• The National Sales Team Leader can access records from all team members within this structure.

📌 See the diagram below for a visual representation of team-to-team reporting.