Teams

Teams

Organize Emburse Cards users into teams so Reviewers can view card and transaction activity for all users in a team. Users can belong to more than one team. Only Admins can create, edit, or remove teams.

Reviewers And Teams

Team membership determines what card and transaction activity a Reviewer can see. The permissions in the Reviewer profile can expand access beyond a single team.

All Reviewers can see the card and transaction activity for all users in the same team.

If a Reviewer has Has Access to All Transaction Activity selected in their settings, they can view transaction activity for all users, even if the users are not in the same team.

Create And Add Users To Teams

Create a team to group users for review workflows. After you create the team, add members so Reviewers can see the related activity.

1.

Go to the People page.

2.

In the upper-right corner, select More, then select Manage Teams.

3.

Select + Team.

4.

Enter a team name.

5.

Select Add Member, then select the users to add to the team.

6.

Select Save.

Edit Teams

Edit a team when you need to change the team name or update membership. Changes apply immediately to team-based visibility.

1.

Go to the People page.

2.

In the upper-right corner, select More, then select Manage Teams.

3.

Select the edit (pencil) button next to the team you want to update.

4.

Update the team name and/or team members.

5.

Select Save.

Remove Teams

Remove a team when it is no longer needed. Deleting a team removes the grouping, but does not delete users.

1.

Go to the People page.

2.

In the upper-right corner, select More, then select Manage Teams.

3.

Select the delete (trash) button next to the team you want to remove.

4.

Select Delete to confirm the deletion.

Deleting a team cannot be undone.

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