What's the difference between teams and permission groups?

Teams

Teams are linked to the internal reports that Receptive generates. Users can be assigned to teams such as 'Sales', 'Customer Success', or 'Product'.

Linking your users to a team in Receptive means you can filter the reports based on those teams. This enables you to see what members of a specific team have requested or prioritized.

To add someone to a team, or to change the teams a user is assigned to, click on the drop-down menu and select Settings.

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On the right-hand navigation, select Manage Team. This shows you the list of your team members. You can then edit the teams that each user is assigned to by clicking in the relevant box and entering the name of the team.

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When you invite a new team member, you can assign them to the relevant team(s) as part of that process.

To filter by teams, head over to Reports on the left-hand navigation.

On the right-hand side you'll see a box of different filters. Select Advanced.

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Scroll down until you find the User Filters section. Here, you need to click on Internal Users and then use the drop-down menu to select the team you wish to filter by.

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Permission Groups

Permission groups slow you to limit the access of your team members within Receptive.

For example, you might want a Sales permission group, the members of which can only suggest or import requests. Contrast that with the Product permission group which allows its members to change the status of requests or moderate comments.

It's a simple way of ensuring that your team members can only do what they need to do when they use Receptive.

To manage permission groups, navigate to Settings > Manage Team as described above.

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Clicking on any of the permission groups will take you to a page with a list of the permissions you have available.

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To edit the permissions of a certain group, simply click on the relevant group's name and you can edit what the members of that group are allowed to do.

To create a new group, press the button at the bottom.

If you want to change the group that a team member is assigned to, return to Settings > Manage Team and click on the name of the user.

This brings up their profile. Click on Edit and then use the drop-down menu to choose the appropriate permission group.

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Any questions? Email support@receptive.io or use the form here.

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