👥 Managing Team Memberships
This article explains how to manage team memberships for users in ValueStreamer, including assigning teams, setting roles within each team, and selecting a home team.
🔍 Content
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How it works
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Roles in the team
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Tips & Best Practices
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FAQ
🛠️ How it works
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Click the ⚙️ gear icon in the top right to open System Settings.
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In the sidebar, go to User Management.
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Find the desired user and click their name to open the profile.
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Switch to the Memberships tab.
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From here, you can:
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➕ Add new teams via the + icon
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🎚️ Set the user’s role in the team
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💾 Save with Apply Changes
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🧑💼 Roles in the team
Role | Description |
---|---|
👤 Team Member | Standard role with read and write access |
🛠️ Team Admin | Additional rights to manage team data and views |
👀 Guest | Limited access, not visible on boards or lists, but with some write permissions |
🚫 Non-Member | Read-only access, cannot actively participate in tasks |
ℹ️ Guests are useful for temporary access, e.g., for external consultants or training purposes, and for managers who need to maintain KPIs in sub-teams.
ℹ️ Notes
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✔️ Every user must belong to at least one team.
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🏠 Each user can have only one home team.
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🔄 Users can belong to multiple teams at the same time.
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📌 Team memberships affect where tasks can be assigned.
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⚡ Changes take effect immediately on boards, visibility, and filters.
✨ Tips & Best Practices
💡 Best Practice: Use clear team names (e.g., DE_Sales_Central
) to maintain clarity in large tenants.
⚠️ Warning: If no home team is set, display issues may occur in the profile or capacity planning.
✨ Tip: Set the home team strategically when a user belongs to multiple teams—it controls standard capacity and display defaults.
❓ FAQ
Can a user belong to multiple teams?
→ Yes, there is no limit to memberships—but only one home team is allowed.
What happens if a user has no team?
→ They won’t appear on boards and cannot be assigned tasks.
What does “Guest” mean exactly?
→ Guests can’t see all content but may have write permissions in specific cases (e.g., commenting, participation).