Clockwork CRMDocs

Teams and permissions

A team is a group of users. Teams decide which parts of Clockwork CRM their members can access, and set who approves their holiday requests. Records such as opportunities, projects, mailing lists, templates, forms, landing pages and knowledge base articles can also be shared with a team.

Administrator Tools → Teams lists your teams, with the Last Modified date, Last Modified By and Created By for each.

Control What it does
Add Team Opens the team form
Bulk Delete Deletes the teams you have ticked
Search for teams... Filters the list by name as you type

The actions on a team's row are Manage Permissions, Edit and Delete. Double-clicking a row also opens it for editing.

Open in Clockwork CRMEnter your Clockwork CRM address at the top of the page to open this in your Clockwork CRM.

The Everyone team

Every Clockwork CRM has an Everyone team. Every user always belongs to it, including users added later.

You cannot rename or delete the Everyone team, or change its members. You can set its line managers and its permissions.

Adding a team

Add Team opens the team form.

The Add Team form

Field What it does
Team Name The team's name. Required
Users in team The team's members. Search for a user and select them to add them
Line managers The users who approve holiday requests from the team's members, and are shown as their managers. A team used only for permissions can be left without any

Select Save to create the team. A new team has no permissions until you give it some.

A user can be in more than one team.

Line managers

A user's line managers are the line managers of every team they are in, including the Everyone team. Line managers of the Everyone team are line managers of every user. A line manager is never their own line manager.

Line managers see their team members' holiday requests on the Approvals tab. See Holidays and absences.

Permissions

Permissions decide which parts of Clockwork CRM a team's members can open. A user can use a part of Clockwork CRM when at least one of their teams has permission for it. Parts a user has no permission for do not appear in their menu, and they cannot open them.

This applies to administrators as well. Administrators always have Administrator Tools, but they need team permissions for the rest of Clockwork CRM like any other user.

Setting a team's permissions

  1. Open the actions on the team's row and select Manage Permissions.
  2. Expand a section, such as Contacts or Marketing, to see its permissions. Each permission is a page or feature in that part of the menu. Hover over one to see its description.
  3. Select a permission to turn it on or off. The tick box on a section's heading turns every permission in it on or off.
  4. Select Save.

The list does not include Administrator Tools, which only administrators can use, or the dashboard, which every user can open.

When you install a plugin, the Everyone team is given permission to the plugin's pages. See Plugins.

Editing and deleting a team

To edit a team, open the actions on its row and select Edit. For the Everyone team, the form shows only Line managers.

To delete a team, open the actions on its row and select Delete, then confirm. To delete several, tick them and select Bulk Delete. The Everyone team cannot be deleted.

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