Sub-Teams
in this lesson
With sub-teams, you can organize your team membership into distinct groups and control the flow of information between those groups.
Topics on this Page:
What is a Sub-Team?
Sub-teams allow you to organize your team membership into distinct groups that make sense for your organization.
Sub-teams manage people and their permissions to access team data. To manage and organize data, use folders within the team workspace instead.
For example, a sheriff’s office may want to create specialty sub-teams (such as a canine sub-team, evidence sub-team, etc) to more accurately reflect their organizational structure. Individual members can be assigned to a single sub-team or multiple sub-teams, depending on their role in the organization.
Flow of Permissions
Subteams have controls for managing data permissions in both upwards and downwards directions. The parent team can set the workspace access level for a child team (ranging from none to admin). A child team can prevent a parent team from having downward visibility altogether.
Downward Visibility:
- Controlled by the sub-team (child).
- On or off. If on, each member of the parent team has the same permission level on the child team as they do on the parent team.
- Default is ON.
Upwards Visbility (Permission on Parent):
- Controlled by the parent team.
- Maximum permission levels applies.
How to Create a Sub-Team
In the team admin page on the membership tab, click the Create Sub-Team button below the Sub-Teams list.
The Create Sub-Team dialog will appear. Enter a name for the sub-team and select a permission level for the sub-team on the parent account. Then click "create".
The permission level on the parent team designates if sub-team members can see maps in the parent team and what they can do with those maps.
If you do not want members of the sub-team to be able to access maps on the parent account, select “None” from the dropdown menu. This will prevent sub-team members (who are not ALSO direct members of the parent team account) from seeing maps or other data that is saved to the parent team account.
If you would like sub-team members to be able to access maps on the parent account, select the desired level of access. A thorough explanation of permission levels can be found in the Permission Levels for Team Members chart on the Team Accounts page.
Access the new subteam from the list.
Managing Sub-team Users
If downward permissions are enabled, there is no need to add members of the parent team directly to the sub-team.
There are two ways to add team members to a sub-team:
- Team members can be invited directly to a sub-team by an Admin user.
- Team members can be moved or copied from the parent account or another sub-team by any Admin user.
Invite team members directly to a sub-team
Generate a code to invite users to the subteam. Invite users to the subteam the same way as you invite users to a parent team, except navigate to the subteam membership page first.
The section for generating signup codes and managing members can be found in the Inviting Team Members section of the Team Accounts page.
Move or copy team members from parent account or another sub-team
Any Admin user can move or copy team members to an existing sub-team from the parent account or another sub-team.
To move a team member from the parent account to a sub-team, click the box next to the member’s name in the Member Accounts list on the Membership tab. Select as many members as you would like.
The Move and Copy icons at the top of the Member Accounts list will turn orange, indicating that you can choose one of these actions for the selected member(s).
Move removes the user from the original team and adds them to the team you choose from the list in the next step.
Copy keeps the user in the original team AND adds them to the team you choose from the list.
Follow the prompts to choose which team to move or copy the user(s) to.
Managing Sub-Teams
Sub-Team Admin Page
Admins from the parent team or direct admins of the subteam can manage users and permissions for the subteam.
To access the sub-team admin page from the parent account, click on the sub-team name in the Sub-Teams list. This will open the admin page for that sub-team. By default the Membership tab for the sub-team will be displayed.
You’ll notice that the sub-team’s name appears after the parent account’s name along the top of the admin page. This indicates the team account hierarchy. You can navigate between the parent account and the sub-team by clicking the team name here or you can use the Select Team dropdown menu to change the team admin page you are viewing.
You can use the toggle to control downward visibility into the sub-team.
By default, downward visibility is turned on. Turning off downward visibility will prevent members of teams higher than the sub-team from accessing sub-team maps and data.
For example, you might want to turn downward visibility off for an evidence sub-team in order to protect potentially sensitive information saved to that sub-team.
Subteams are managed in the same manner as the parent account. Use the tabs on the sub-team admin page to navigate the subteam and perform different actions. You can edit the subteam’s name, create new subteams under that subteam, manage and invite new members, create shared workspaces with other agencies, link trackable devices, and more. Please see the relevant section of the Team Accounts chapter of the user guide for more information on how to complete specific actions.
Sub-Team Maps, Layers and Data
You can save and access maps, layers, and data on a subteam the same way you would for the parent team account.
