Access Control Lists (Teams)

What a Team Is

A Team defines a shared set of permissions for all users assigned to it.

Key Settings

• Name: the team name displayed in the UI.
• Company: the owning company.
• Permission settings: the configuration of permissions for this team, including per- model entries whether all records or only specific records are accessible, and per-field
  access levels (none, read, or update).
• Permitted areas: for superuser teams, limits which application areas the superuser can
  access. Valid areas include analytics, setup/system, calls, leads, billing, security, and others.

Team Membership

Users are assigned to teams through permission records. A permission links a user (and their collaborator profile) to a team. Collaborators can belong to multiple teams.

Company Overrides

When company override is enabled, the team provides custom branding (company name, colors, logo) that replaces the default company branding for users on that team.

Lead Scoping

Teams can restrict which leads their members see by filtering on offers, schedules, buyers, traffic sources, and other criteria. When set, members only see leads matching those filters.