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Teams

It refers to the collaborative working groups in which the users will take part in the application. Example; Anatolia Region, such as the Sales Team.

*Note: Users in the same team can view all transactions performed by each other. They can also perform editing and deletion operations.*

Users in different teams cannot see each other's transactions. They need to be authorized to see it.

More info about Authorization->

How Are Teams Formed?

A new team can be created by going to the Teams tab from the Security Settings menu on the Settings page and clicking the "Add New" button.

Main Menu > Settings > Security Settings > Teams > Add New

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How Are Teams Organized?

Editing can be done by going to the Teams tab from the Security Settings menu on the Settings page and clicking the "Edit" button for the relevant team.

Main Menu > Settings > Security Settings > Teams > Edit

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How to Add User to Team?

From the Settings page, from the Security Settings menu, go to the Teams tab and click the "Edit" button for the relevant team. In the window that opens, the user name to be added is selected, the "Add User to Team" button is clicked, and the user addition process is completed by clicking the "Save" button.

Main Menu > Settings > Security Settings > Teams > Edit > Select User > Add User to Team > Save

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How to Remove User from Team?

From the Settings page, from the Security Settings menu, go to the Teams tab and click the "Edit" button for the relevant team. In the window that opens, the "Remove" button next to the user to be removed from the team is clicked and the "Save" button is clicked to complete the removal of a user from the team.

Main Menu > Settings > Security Settings > Teams > Edit > Select User > Remove > Save

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Fields in User Addition Form

  • Name: Indicates the name to be given to the team.

  • Manager: This is the field where the manager of the team is determined.

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