Teams in Cintra Bureau

Cintra Teams provides Bureau managers with greater control over user access. This guide explains how to set up teams, then assign members and permissions.

TABLE OF CONTENTS

• What are teams?
• Create a team
  • Assign organisations and team members
• Edit a team
• Delete a team

What are teams?

Teams let you categorise your users based on location, department, or any other relevant criteria. This functionality ensures that Bureau users only see the information and data relevant to their specific team(s) and assigned customers.

Teams offers you:

• Enhanced Security: Restrict access to sensitive data by granting permissions only to authorised users within specific teams.
• Increased Efficiency: Streamline workflows by allowing users to focus on the data relevant to their work.

Create a team

1. In the Settings side menu in the Bureau tab, click Teams.
2. Click Create Team.
3. Enter a clear and descriptive name for your team that reflects its purpose or members, e.g. London Payroll Team.
4. If your new team is to be a child of an existing one, select the parent team from the Parent Team field.
5. If you want to provide a contact number that will be visible to clients, enter the number (including international dialling code), into the Client visible team number field.

Assign organisations and team members

1. To select which organisations this team's members will have access to, click Add organisations, select each relevant organisation, then click Assign, then Save. 
2. To add team members, click Add users, select each user you want to add to the team, then click Assign, then Save.
3. Once you've added members, click the toggle beside any user who should only have read-only access. 
   • Read-only permissions assigned at a parent team level can be overridden at a child team level.

5. Once you have added your team, click Create Team button

Edit a team

1. In the Settings side menu in the Bureau tab, click Teams.
2. Click the ellipsis icon beside the team you want to edit:
3. Click Edit Team.
4. You can now edit the team's parent team, contact number, organisations, or team members. For more information, see Add a team above.
   
   

Delete a team

• In the Settings side menu in the Bureau tab, click Teams.
• Click the ellipsis icon beside the team you want to edit:
• Click Edit Team.