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Configuring Teams

Share project information securely with members of your organisation

Mackenzie Kerridge avatar
Written by Mackenzie Kerridge
Updated over a week ago

What is Teams?

Teams is designed for Administrators and managers to dictate which Users can access what applications and information within your platform. We recommend that you can create Teams based on:

  • Role

  • Organisation

You can create Teams for multiple areas inside your organisation or external stakeholders, so that only the users that need access to information have it. For example, if you have multiple Tenants, you can have a Team which has access to one Tenant and another that has access to a different Tenant.

Example of Teams with Analogies:

Think of Teams like this:

  • Crunchwork = Branch Building

  • Tenants = Building Floors

  • Teams = Keychain for the various levels of building access

  • The Branch manager (call them Michael) has a master key to the building, every floor (or Tenant), every room on those floors, and everything in each room (i.e lockboxes, safes, closets, etc)

  • A brand new employee (call them Kelly), will need much less access, so let’s assume they only need access to one floor (or one Tenant) and every room on that floor.

  • Somewhere in the middle, we have employees like Jim, Pam, Dwight, etc. who might need access to various floors, but not every floor necessarily, again depending on their role in the company.

    • For example, Jim and Pam work in a different department to Dwight and those two departments don’t usually crossover for business privacy reasons, but all three employees should both be able to access the Supplies floor.

    • On the Supplies floor, there might be a paper room, storage room, a computer room, etc, each of which Jim can access.

    • Pam can access the floor but not every room on the floor, for example she only has a key to the Paper and storage rooms.

Given this rough analogy example, I hope you can see that Teams is a powerful tool that offers a lot of flexibility to make nearly any configuration possible. How your business applies and arranges the Teams feature depends on how exactly your business is configured!

If you have any questions, please reach out to

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