When should you use a team vs a user?
What is a User?
A user is one individual / login account that uses the software.
They can access only the parts of the software that they have been given access to and tasks assigned to their account OR a team that they are part of.
What is a Team?
A team is a group of users that can have tasks assigned to them.
How are they different?
- When a task is assigned to a user, they are the only ones who can see and complete the task.
- If a task is assigned to a team, the entire team can view and complete the task.
If you add new users to the team, they gain access to the task. If you remove users from the team, they will no longer see those tasks.
Why do we use Teams versus Individual Users?
Adding and removing users from a team is a faster and easier way to ensure tasks are up to date.
- It can be difficult to ensure work is being completed when someone is out sick or is no longer with the company. Teams allow for forms to be worked on in a group so that forgetting forms is much less likely.
- If you assign tasks to individual users, but have to re-assign them to another user or team, it requires either: deleting existing task and recreate them OR reassigning the tasks to a new user or team.