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Teams Permissions

In this documentation, you’ll find guidance on how to manage teams on Real-Time Manager (RTM).

Learn how to add, delete, or set permissions.

Before start managing your settings, make sure you have the necessary permissions according to the following instructions.

  1. Accessing Teams Permissions
  2. Adding teams
  3. Modifying team permissions
  4. Deleting teams

1. Accessing Teams Permissions

You must be the Account Owner or have the Edit Users permission to perform these settings.

Follow these instructions to access Teams Permissions:

  1. Log in to Real-Time Manager.
  2. On the upper-right corner of the page, select the avatar menu. This is the Account menu.
  3. Click in Teams Permissions.

2. Adding teams

You can create teams before or after adding users as they are independent actions.

Take these steps to add a new team:

  1. Log in to Real-Time Manager and select Teams Permissions, as described in Accessing Teams Permissions.
  2. On the Teams Permission screen, click Add team.
  3. Type a name for the new team in the field Name for Team.
  4. In the Permissions section, you’ll see the Available Permissions and Chosen Permissions selection boxes.
  5. Click in the permission you want to grant to the team in Available Permissions and then on the arrow to move it to Chosen Permissions.

By selecting permissions, you grant access to the functions set for that permission to users on that team only.

Permissions are independent from each other. For example, the Edit Users permission doesn’t enable a team to view users. In that case, you must activate View Users as well.

Activating your Configurations

At the bottom of the screen, you’ll find the following options:

  • Active: this button enables or disables a team on the system.
  • Cancel: with this option, you return to the Teams Permissions page and discard any edits.
  • Save: once you finish your settings, click the Save button.

When you save your configurations, you’ll return to the Teams Permissions screen, where you’ll see the list of teams, their permissions, and whether they are Active or not.

3. Modifying team permissions

You can modify the team permissions in Real-Time Manager whenever you like.

  1. Log in to Real-Time Manager and select Teams Permissions, as described in Accessing Users and Teams.
  2. On the Teams Permissions screen, select the desired team.
  3. Change permissions through the selection boxes.

The selection process is the same as for the selection boxes described in Adding teams.

Activating your Configurations

At the bottom of the screen, you’ll find the following options:

  • Active: this button enables or disables a team on the system.
  • Cancel: with this option, you return to the Teams Permissions page and you also discard any edits.
  • Save: once you finish your settings, click the Save button.

When you save your configurations, you’ll return to the Teams Permisssions screen, where you’ll see the list of teams, their permissions, and whether they are Active or not.

4. Deleting teams

Before deleting teams, you must remove all users from the team.

Follow these instructions:

  1. Log in to Real-Time Manager and select Teams Permissions, as described in Accessing Users and Teams.
  2. On the Teams Permissions screen, when hovering the mouse cursor over teams, you’ll see the trash can icon being enabled. Click the trash can to delete a team.
  3. When you click the trash can, a message will appear asking you to confirm the deletion. To confirm, type the required word in the text box.
  4. After that, click the Delete button to confirm the deletion request. You’ll then return to the Teams Permissions screen, where a confirmation message is displayed.

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