Teams and Team Membership
Teams Explained
A Team is simply a group of People. Each person can be a member of one or more Teams, or no Teams.
Teams are used to control access to documents. All members of the Team will have access to documents as set for the Team itself. This saves the need to set access control for each individual Person on fileplan.
Adding a Team
Any Administrator can add new Teams. To do this, click People, then the Teams tab and Add Team. Enter the values for the Team's Name, Description and whether the Team is a Guest Team. Once you are done, click Update. Note that once a Team has been created, its status as a Guest Team cannot be changed.
Guest Teams
These are special Teams used ensure only Guest user access control will be available to all members of the Guest team.
Adding People to a Team
To add People to a Team, click People, then the Teams tab. Select the Team you would like to add People to and click the button Add People. Select the People who are not already members of this Team to add. Once you are done, click Add Selected People. Note that you cannot add People who are Guests to a Team which is not designated as a Guest Team.
Deleting a Team
Teams can be deleted, which will remove the Team entry from all People to whom the Team was assigned. To do this, select the Teams tab on the People page. Find the desired Team and then click the corresponding button Delete.
Deleting a Team must be done with careful consideration where the Team is used to control access to documents.
Related Articles
Restricting Access to a Library
Restricting Access to a Library To change the permissions for access to a Library click Libraries, select the Library to edit then click Access Control. To add a Team's access to a Library, enter the name of the Team at (1) and click Add Team. Once ...4 July 2017 - Web App Updated
We are pleased to announce Version 1.4 of the fileplan web application went live on 4 July 2017 for all users. This release has a number of great new features. There is no need for additional actions, just log in to access the new features. We ...What are People?
People Explained Each user of fileplan must be created as a Person. Every Person has a Role which determines what functions the user can perform in fileplan. People can be assigned to an Organisation if desired. People can also optionally be assigned ...Restricting Access to a Folder
Access Control for Folders Users who have been granted Full Control permissions to a Library by a fileplan administrator have the ability to control access to particular folders in that Library for all users. When permission is assigned to a folder, ...Restricting Access to Folders
Access Control for Folders Access Control is the means by which users can grant or restrict access to objects in fileplan. When permission is assigned to a folder, those permissions apply to all documents in that folder. Users who have been granted ...