& Construction
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Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
& Manufacturing
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Professional CAD/CAM tools built on Inventor and AutoCAD
Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
Transcript
00:09
If you're an admin on a production,
00:11
you can use the managed teams panel to create and edit new teams to suit your needs.
00:16
Note that teams can be created for you to add multiple
00:18
users to a folder or a production in bulk more efficiently,
00:22
and they can also be used as distribution lists when sending playlinks.
00:27
To create a team, simply click the new team button in the team's column.
00:32
In the pop up dialogue that appears, you'll be asked to give the team a name,
00:36
which can be anything you like.
00:41
Note that you may also be asked whether this team
00:43
is a production wide team or a company wide team,
00:47
but only if you happen to be a company level.
00:50
Most admins who use Flow Capture are production admins,
00:53
so you'll likely only see production as an option.
01:00
When creating a team,
01:01
you'll also be asked to provide the default permission set for that team.
01:07
Whenever you assign that team to a folder,
01:09
all members on that team will be granted
01:12
that permission set for the folder in question.
01:14
So it's important to keep track of this default permission set.
01:18
We always recommend
01:19
that when you create a new team,
01:21
you include the default permission set in the team name itself,
01:24
so that it's easy to remember when you're assigning your teams.
01:32
Lastly, you'll also be given the option to apply a color to that team,
01:37
if you
01:37
wish.
01:40
When creating a team,
01:41
if you happen to have a contact selected in the contacts column,
01:45
they will automatically be added to that team upon creation.
01:50
You'll also be able to see how many members are on
01:52
that team as it will be listed below the team.
01:54
Once a team
01:59
has been created, you can edit the name,
02:02
color, or default permission set by clicking the edit team button
02:07
with that team selected.
02:10
It's important to note that if you change the default permission set for a team
02:15
for any folders that that team has been assigned to,
02:18
the user permissions for the team members will
02:20
be updated to reflect that new permission.
Video transcript
00:09
If you're an admin on a production,
00:11
you can use the managed teams panel to create and edit new teams to suit your needs.
00:16
Note that teams can be created for you to add multiple
00:18
users to a folder or a production in bulk more efficiently,
00:22
and they can also be used as distribution lists when sending playlinks.
00:27
To create a team, simply click the new team button in the team's column.
00:32
In the pop up dialogue that appears, you'll be asked to give the team a name,
00:36
which can be anything you like.
00:41
Note that you may also be asked whether this team
00:43
is a production wide team or a company wide team,
00:47
but only if you happen to be a company level.
00:50
Most admins who use Flow Capture are production admins,
00:53
so you'll likely only see production as an option.
01:00
When creating a team,
01:01
you'll also be asked to provide the default permission set for that team.
01:07
Whenever you assign that team to a folder,
01:09
all members on that team will be granted
01:12
that permission set for the folder in question.
01:14
So it's important to keep track of this default permission set.
01:18
We always recommend
01:19
that when you create a new team,
01:21
you include the default permission set in the team name itself,
01:24
so that it's easy to remember when you're assigning your teams.
01:32
Lastly, you'll also be given the option to apply a color to that team,
01:37
if you
01:37
wish.
01:40
When creating a team,
01:41
if you happen to have a contact selected in the contacts column,
01:45
they will automatically be added to that team upon creation.
01:50
You'll also be able to see how many members are on
01:52
that team as it will be listed below the team.
01:54
Once a team
01:59
has been created, you can edit the name,
02:02
color, or default permission set by clicking the edit team button
02:07
with that team selected.
02:10
It's important to note that if you change the default permission set for a team
02:15
for any folders that that team has been assigned to,
02:18
the user permissions for the team members will
02:20
be updated to reflect that new permission.
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