Teams
Use the Team Management option to group users into teams for purposes of managing tasks. By default, all Sugar records such as accounts, contracts, and opportunities are assigned to a specific team and can only be accessed by members of that team.
The Teams Home page displays the following information:
- A Search sub-panel where you can enter the team name to search for a specific team. To perform an advanced search using additional fields, click the Advanced link.
- A list of existing teams along with their description.
- To view the details of a team, click the name in the Teams list.
- To delete multiple teams, select them from the list, and click Delete.
- A Shortcuts section that displays the following options:
- Create Team. Click this option to create a new team.
- Teams. Click this option to navigate back to the Teams Home page from a team's Detail page.
- Team Notices. Click this option to view existing team notices that you created for one or more teams in your organization. To edit a notice, click its title in the Team Notice List.