How to Organize Your Team Access in Cintra Bureau

Modified on Sat, 7 Dec, 2024 at 5:56 PM

Cintra Teams empowers Bureau Managers with greater control over user access. This guide will walk you through creating teams and assigning user permissions within Cintra Cloud.

What is Cintra Teams?

Cintra Teams allows you to categorize 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.

Benefits of Using Cintra Teams

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.

Creating a Team in Cintra Bureau

Here is how to create a team in Cintra Cloud:

Click on the 'Teams' menu item within Cintra Cloud.
On the Teams page, locate the 'Create Team' button found in the top right corner and click it.
A 'Create Team' modal will appear. Here, enter a clear and descriptive name for your team that reflects its purpose or members (e.g., "London Payroll Team," "Team A").
In Cintra Teams, you can create a team structure. To add a new team as part of an existing team (like a sub-team), select the parent team from the dropdown menu when creating the new team.
Select the Bureau users you want to include in this team. Additionally, you can choose to grant them read-only access.

Note: Read-only permissions assigned at a parent team level can be overridden at a child team level if needed, providing granular control.

Once you have added your team, click the 'Create Team' button to finalise the process.

Editing a Team in Cintra Cloud

Here's how to edit a team in Cintra Cloud:

Navigate to the 'Teams' page within Cintra Cloud. Locate the specific team you want to modify from the list displayed.
Look for three dots on the right side of the team's row. Click on those dots to reveal a sub-menu. From the sub-menu, select the 'Edit Team' option.

A modal window titled 'Edit Team' will appear. Here, you can modify the team name, assigned organisations, assign users, or change read-only permissions as needed.
Once you've made the desired changes, click the 'Save' button to finalize the editing process.

Deleting a Team

to delete a team click

Look for three dots on the right side of the team's row. Click on those dots to reveal a sub-menu. From the sub-menu, select the 'Delete Team' option.
A confirmation window will appear. Double-check that you are deleting the intended team. You can still cancel at this point.
If you're absolutely sure, click 'Yes (Delete)' to permanently delete the team. This action cannot be reversed.