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Teams

Teams are groups of users used to control access and notifications across logs and records. Teams can be used in two ways: on logs to grant access, optionally filtered by category, and on records to notify users and give full access to a specific Records. Teams replace Notification Groups and existing setups continue to work with no changes.

How to use Teams

Add a Team to a log

  1. Open the log
  2. Click Edit
  3. Go to Users & Teams
  4. Click Add Teams
  5. Select a Team
  6. Click Update

Team members will gain access to the log. If the Team has categories assigned, members will only see issues that match those categories.

Add a Team to a record

  1. Open an issue, checklist, or note
  2. Find Teams to Notify
  3. Add a Team

Team members will receive notifications and have full access to that record. Category filters do not apply to Teams added directly to a record.

Category-based access

Teams can be assigned categories to limit which issues users can see on a log. Users see only issues that match assigned categories, but still see all notes and event markers. They do not see checklists unless the Team is added directly. Sub-categories are included automatically and if a user is in multiple Teams, access is combined.

Access rules

Direct log access overrides Teams. Users with full permissions see everything. Users always see issues they created. Teams with no categories behave like Notification Groups.

Limited issue view

If an issue moves outside a Team’s categories, it appears as a non-clickable row. Users can still see basic details like title, status, priority, and categories, but not the description or full record.

To regain access, update Team categories, add the user directly to the log, or add the Team to the issue.

Create or edit a Team

  1. Go to Manage → Teams
  2. Click Add Team or select an existing Team
  3. Add users
  4. Optionally assign categories
  5. Save

Teams without categories have full access wherever they are assigned.

Use Teams in templates

  1. Open a log template
  2. Click Edit
  3. Go to Teams
  4. Add Teams
  5. Save

Teams will be added automatically to new logs created from the template.

Best practices

Start with broad category access, then refine. Add coordinators directly to logs for full visibility. Categorize issues early to avoid visibility gaps. Use record-level Teams for sensitive or targeted access. Keep Teams simple and clearly defined.