Teams are available on Nutshell Growth and above.
In Nutshell, administrators can set up teams. A Nutshell account can have multiple teams, and your colleagues can be on multiple teams simultaneously.
Take a tour in Nutshell:
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
Click Settings
Under Administration, click Users & teams
If you haven't created any teams, click +Create a new team
Name your team in the upper left
Choose default permissions in the upper right*
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).
Create a new team or choose an existing team
Click +Add existing user to this team
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).
Create a new team or choose an existing team
Click New user
Enter a First name, Last name, and email address, and select the user's role (Learn more about creating roles in Nutshell)
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 user 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