Use this screen to manage teams and control what each team can access in Access Assets. You can create teams, assign users to them, and set permissions that determine which screens and actions are available. Every user must belong to at least one team.

Getting here

Open the sidebar.
Click Configuration.
Click Teams and Permissions.

You need the system-settings permission to access this screen.

What you can do on this screen

View all teams and their members
Create a new team
Edit a team's name, description, icon, and colour
Delete a custom team
Add or remove team members
Set permissions for a team
Clone permissions from another team
Use quick-set options to grant full access or remove all access
Filter and search teams by status, member count, or date modified
View all users and their team assignments
Assign users to teams (individually or in bulk)
Assign users to companies (individually or in bulk)
View a user's details, team memberships, and login history

Teams tab

The Teams tab lists all teams. Each row shows the team name, description, number of members, number of enabled permissions, and when the team was last modified. Default teams are labelled with a Default Team badge.

Filter and search teams

Use the filter panel on the left to narrow the list:
- Team Status — show all teams, default teams, custom teams, or teams with no members.
- Member Count — filter by team size: 20+ members, 10–19, 5–9, 1–4, or no members.
- Recently Modified — show teams changed in the last 7 days, 30 days, or 90 days.
Use the search bar to find teams by name or description.
To remove all filters, click Clear Filters.

Create a team

Click Create Team.
On the Overview tab, enter a Team Name (required, up to 30 characters).
Optionally add a Description.
Choose a team icon and colour. Click Change Icon to pick from the icon list, or click Random to set both at random.
Click the Members tab to add users to the new team. Click Add Members, tick the users you want, then confirm.
Click the Permissions tab to choose which permissions the team should have. Tick individual permissions or use Full access or No access for quick setup.
Click Create Team to save.

View a team

Select a team name in the list.
The team detail view opens with three tabs:
- Overview — shows the team name, description, icon, colour, and metadata (created date, last modified date, member count, and enabled permissions).
- Members — lists all members of the team with their name, email, other team memberships, and date added.
- Permissions — shows all permissions grouped by category, with their current status (Enabled, Partial, or Disabled).

Edit a team

Select a team name to open it.
Click Edit.
Make your changes on any of the three tabs:
- On the Overview tab, update the team name, description, icon, or colour. Default team names cannot be changed if the team does not allow renaming.
- On the Members tab, add or remove members (see below).
- On the Permissions tab, change which permissions are granted (see below).
Click Save to apply your changes, or Cancel to discard them.

Delete a team

You can only delete custom teams. Default teams cannot be deleted.

Open the team you want to delete.
Click Delete.
Review the impact summary, which shows how many members will be affected.
If any users belong only to this team, they will be automatically assigned to the General Users team.
Tick the confirmation checkbox to confirm you understand the impact.
Type DELETE in the confirmation field.
Click Delete Team.

You can also delete multiple teams at once:

Tick the checkboxes next to the teams you want to delete.
Click Delete in the toolbar that appears.
Confirm the deletion in the dialogue that follows.

Add members to a team

Open the team and click the Members tab.
Click Edit, then click Add Members.
Search for users by name or email.
Tick the users you want to add.
Click Add to stage the changes.
Click Save to apply.

Remove members from a team

Open the team and click the Members tab.
Click Edit.
Tick the members you want to remove.
Click Remove from Team.
Click Save to apply.

If a user belongs only to this team, you will be asked to reassign them to another team. Users must belong to at least one team.

Filter members within a team

On the Members tab, use the filter panel to narrow the list:

Status — show all members, active members, or inactive members.
Other Teams — filter by members who also belong to specific other teams.

Use the search bar to find members by name or email.

Manage permissions for a team

Open the team and click the Permissions tab.
Click Edit.
Each permission card shows the permission name, description, and status. Expand a card to see its sub-permissions.
Tick or untick permissions and sub-permissions as needed.
Use the toolbar options:
- Full access — grants all permissions.
- No access — removes all permissions.
- Select All / Unselect All — toggles all permissions on or off.
- Collapse all / Expand all — collapses or expands the sub-permission lists.
- Clone from Team — copies permissions from another team (see below).
Use the search bar to filter permissions by name or description.
Click Save to apply your changes.

Some sub-permissions depend on others. If a sub-permission is required by another enabled sub-permission, it is locked and shows a lock icon. Hover over the lock icon to see which permission requires it.

Clone permissions from another team

Open the team and click the Permissions tab.
Click Edit.
Click Clone from Team.
Choose the team you want to copy permissions from.
Review the list of changes. Additions and removals are shown separately.
Click Apply Changes.
Click Save to confirm.

Cloning replaces the current permissions with those of the selected team. Changes are not saved until you click Save.

View team users (quick view)

Tick one or more teams in the list.
Click View Users in the toolbar.
A dialogue opens showing which users belong to the selected teams.

View team permissions (quick view)

Tick one or more teams in the list.
Click View Permissions in the toolbar.
A dialogue opens showing which permissions are assigned to the selected teams.

Users tab

The Users tab lists all users. Each row shows the user's name, email, team memberships, company assignments (if applicable), and last login date.

Filter and search users

Use the filter panel on the left:
- Team — select a team to show only its members.
- Status — show all users, active users, or inactive users.
- Multi-Team Users — show users who belong to multiple teams or only a single team.
Use the search bar to find users by name or email.
To remove all filters, click Clear Filters.

View user details

Select a user's name in the list.
A detail panel opens on the right showing:
- The user's name, email, and status (active or inactive).
- Last login date.
- Member since date.
- User ID and source.
- Team memberships with a Manage Teams button.

Manage team assignments for a user

Select a user to open the detail panel.
Click Manage Teams.
Tick or untick teams to change the user's assignments.
Click Save Changes.

Users must belong to at least one team. You cannot remove a user's last team without assigning them to another.

Manage team assignments in bulk

Tick the checkboxes next to multiple users in the list.
Click Manage Teams in the toolbar.
Tick or untick teams. A filled checkbox means all selected users belong to that team. A partially filled checkbox means some of the selected users belong to it.
Click Save Changes.

Manage company access for users

Tick one or more users in the list.
Click Manage Companies in the toolbar.
Tick or untick companies to change access.
Click Save Changes.

If a user has no specific company assignments, they have access to all companies by default.

Field reference

Team fields

Field	Description
Team Name	The name of the team. Required. Maximum 30 characters.
Description	A short description of the team's purpose. Optional.
Team Icon	An icon displayed next to the team name. Choose from the icon picker or click Random.
Team Colour	A colour used to identify the team. Choose from the colour picker or click Random.

Team filters

Filter	Options
Team Status	All Teams, Default Teams, Custom Teams, No Members
Member Count	20+ Members, 10–19 Members, 5–9 Members, 1–4 Members, No Members
Recently Modified	Last 7 Days, Last 30 Days, Last 90 Days

User filters

Filter	Options
Team	Any available team
Status	All Users, Active, Inactive
Multi-Team Users	Multiple Teams, Single Team

Permission statuses

Status	Meaning
Enabled	All sub-permissions for this permission are turned on.
Partial	Some sub-permissions are turned on.
Disabled	No sub-permissions are turned on.

Warnings and messages

Message	When it appears
Team "[name]" created successfully	After you create a new team.
Team updated successfully	After you save changes to a team.
Team "[name]" deleted successfully	After you delete a team.
[number] member(s) will be added when you save	After you add members in edit mode. Changes are staged until you save.
[number] member(s) will be removed when you save	After you select members to remove in edit mode. Changes are staged until you save.
Are you sure you want to delete this team? This action cannot be undone.	When you attempt to delete a team.
[number] users have only this team	During team deletion, if affected users belong to no other team. They will be moved to the General Users team.
Default team names cannot be changed	When you try to edit a default team name that cannot be renamed.
Users must belong to at least one team	When you try to remove a user's last team assignment.
Cannot remove last team	When you try to untick the only remaining team for a user.
No users selected — Please select at least one user to add	When you try to add members without selecting any.
Confirmation required — Please complete all confirmation steps	When you try to delete a team without completing the confirmation steps.
Failed to delete team. Please try again.	When a team deletion does not complete.
Failed to save team assignments. Please try again.	When team assignments for a user cannot be saved.
Failed to save company assignments. Please try again.	When company assignments for a user cannot be saved.
This will modify your current permissions	When cloning permissions, showing how many will be added or removed.
No changes — permissions are identical	When the team you are cloning from has the same permissions as the current team.
Are you sure you want to save these permission changes?	When you save permission changes, confirming the update.
No members in this team yet	When viewing the members tab of a team with no members.
No users found matching your filters	When no users match the current search or filter.
No teams found matching your filters	When no teams match the current search or filter in a dialogue.
No permissions found — Try adjusting your search query	When no permissions match the filter text.
All users are already members of this team	When all available users already belong to the team.