A first step in defining your processes and customizing the system is to consider When you begin to customize the system, think about the different types of users who will be using the application and and how their role affects the access they will need.
Users in Agiloft users belong simultaneously to both teams and groups and teams. A user can belong to multiple groups and receive the superset of those groups' permissions, and to a primary team with additional teams. A user's access to the system – the tables, tabs, records, and fields they see, as well as records they can create or edit and menu actions they can perform - depends on group memberships. It is possible to create as many groups as you need, but from a maintenance perspective it is preferable to keep the number of groups small.
A user's primary team determines what look and feel scheme they see – so customers on different teams can see differently branded interfaces with different logos and colors. Staff Teams are generally used to define functional groups to whom tickets will be assigned and emails sent.
In brief, groups determine the content of what members see. End user teams determine look and feel, while staff teams also define working units.
The next sections describes the different sets of users and the default breakdown of users into groups and teams. Groups set the level of access to tables, records, and fields. Team settings affect other parts of the interface such as the color scheme, available views, and the default home page. Teams also define working groups of users and can receive emails that go to every member of the team.
Users in multiple groups receive the superset of those groups' access settings. Users can also belong to multiple teams, but must always have a Primary Team to set important defaults. For easier maintenance, we recommend keeping the number of groups relatively small.