Teams: Create teams and add your sales reps

In Nutshell, administrators can set up teams. A Nutshell account can have multiple teams, and your colleagues can be on multiple teams simultaneously. 

Common usages

• Restricting user permissions (learn how to restrict what users can view in Nutshell.)
• Assigning a lead to multiple users at once. If you need to assign a lead to more than one user at a time, put those users into a team and then assign the lead to the team
• Organizing your sales team
• Setting sales quotas for your reps (learn how to set sales quotas here) 

How to create a team in Nutshell

1. Click Setup
2. Click Users & teams
3. If you haven't created any teams, click Create a new team...
4. Click Name your team
5. Choose default permissions*
6. Click Create team

*Note: You can set the default permissions for new members. You can choose User can view all data, User can see all data in the team, or User can only see their data.

Add existing users to Nutshell teams

Use the steps below to add existing users (users who can log in to Nutshell).

1. Go to Setup > Users & teams
2. Create a new team or choose an existing team
3. Click Add existing user to this team...
4. Click the user, and your settings will automatically save

Add new users to Nutshell teams

Use the steps below to add a new user (a user not currently enabled in Nutshell).

1. Click Setup > Users & teams
2. Create a new team or choose an existing team
3. Click New user
4. Enter a First name, Last name, and email address
5. Click Create or Create and send invite

Restrict what users can view

Finally, you'll want to set permissions for each member of your team. (Learn more about restricting what users can view in Nutshell.) You can drag and drop each sales rep into the following tiers:

• Users that can view all data
• Users that can view all data in the team
• Users that can only view their own data