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Team Management

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What you’ll get out of this

• Team isolation that keeps your data separate from other teams
• Smart permission levels that give people access to what they need
• Enterprise security that actually works without being a pain
• Team insights that show who’s doing what and how well

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Overview

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Team Structure

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Multi-Tenant Architecture

• Team Isolation: Complete data separation between teams
• Resource Management: Team-specific resource allocation
• Billing Separation: Independent billing per team
• Custom Branding: Team-specific interface customization

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Team Hierarchy

• Owner Level: Ultimate administrative control
• Manager Level: Team operations and user management
• Staff Level: Limited operational access
• Guest Level: Read-only or restricted access

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User Management

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Adding Team Members

// Invite a new team member
const invitation = await crm.team.inviteUser({
  email: "[email protected]",
  role: "staff",
  permissions: ["customers.read", "orders.write"],
  departments: ["sales", "support"],
  expiresIn: 7 // days
});

// Accept invitation
const member = await crm.team.acceptInvitation({
  token: invitation.token,
  userData: {
    firstName: "John",
    lastName: "Doe",
    phone: "+1-555-0123"
  }
});

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User Lifecycle

• Invitation Process: Email-based team invitations
• Onboarding: Guided setup for new team members
• Profile Management: User profile and preferences
• Deactivation: Secure user deactivation process

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Bulk Operations

• Bulk Invitations: Invite multiple users simultaneously
• CSV Import: Import user lists from spreadsheets
• Role Assignment: Batch role and permission updates
• Department Management: Organize users by departments

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Access Control

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Role-Based Permissions

• Predefined Roles: Standard role templates
• Custom Roles: Create organization-specific roles
• Permission Matrix: Granular permission management
• Inheritance: Role-based permission inheritance

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Permission Categories

• Customer Management: Customer data access and modification
• Order Processing: Order creation and management
• Payment Handling: Payment processing and refunds
• Reporting: Access to analytics and reports
• Administration: Team and system administration

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Access Restrictions

• IP Allowlisting: Restrict access by IP address
• Time-Based Access: Limit access to specific hours
• Location Restrictions: Geographic access controls
• Device Management: Control access by device type

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Team Settings

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Organization Profile

• Company Information: Basic company details
• Contact Information: Primary contact details
• Billing Information: Payment and billing setup
• Branding: Logo and color scheme customization

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Security Settings

• Password Policies: Enforce strong password requirements
• Two-Factor Authentication: Require 2FA for team members
• Session Management: Control session timeouts and limits
• Login Restrictions: Failed login attempt policies

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Notification Settings

• Team Notifications: System-wide notification preferences
• Alert Thresholds: Configure alert triggers
• Communication Channels: Email, SMS, and push notifications
• Escalation Rules: Define escalation procedures

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Monitoring & Analytics

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Team Activity

• Login Tracking: Monitor user login patterns
• Action Logs: Track user actions and changes
• Performance Metrics: User productivity analytics
• Usage Statistics: Feature usage by team members

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Security Monitoring

• Failed Login Attempts: Monitor security threats
• Permission Changes: Track role and access modifications
• Suspicious Activity: Automated threat detection
• Compliance Reporting: Generate security reports

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Team Performance

• Productivity Metrics: Team performance indicators
• Goal Tracking: Monitor team objectives
• Collaboration Stats: Team interaction analytics
• Resource Utilization: Track resource usage

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Advanced Features

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Single Sign-On (SSO)

• SAML Integration: Enterprise SSO support
• OAuth Providers: Google, Microsoft, GitHub integration
• Active Directory: Corporate directory integration
• Custom Providers: Support for custom SSO solutions

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API Management

• API Keys: Team-specific API access keys
• Rate Limiting: Team-based API rate limits
• Usage Monitoring: API usage tracking and analytics
• Access Control: API endpoint permission management

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Compliance Features

• Audit Trails: Complete user activity logs
• Data Retention: Configurable data retention policies
• Privacy Controls: GDPR and privacy compliance
• Regulatory Reporting: Generate compliance reports

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Best Practices

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Team Organization

• Clear Roles: Define clear role responsibilities
• Minimal Permissions: Follow principle of least privilege
• Regular Reviews: Periodically review user access
• Documentation: Maintain role and permission documentation

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Security Management

• Strong Authentication: Enforce strong authentication methods
• Regular Updates: Keep security policies current
• Training Programs: Provide security awareness training
• Incident Response: Maintain incident response procedures

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User Experience

• Onboarding Process: Streamlined new user onboarding
• Self-Service: Enable user self-service capabilities
• Support Resources: Provide comprehensive help resources
• Feedback Collection: Gather user experience feedback