This article demonstrates how to add, modify and delete users, groups and permissions for your Teem account from within the admin dashboard.
In order to use User and Group Permissions you’ll need to make sure that the Teem account you’re using to log in has been granted admin-level permissions or has access to view and edit the Users section.
Got all that? Now you’re ready setup and use User Permissions and Groups!
Creating New Users
There are several ways to create new users in Teem. Teem allows admins to create new users using CSV upload, or using one of several SAML and SSO options. Our SAML and SSO articles can help you with automated user creation, or you can read on below to learn about creating users via CSV upload. You can use CSV and SSO or SAML on the same account, and can use this method if you need to have users with different domain names.
Create a New User
Even if you use Single Sign On, you might want to manually add users on occasion. To do this, select Users in the left menu. Then click User Directory. Once you’ve done that, slick on + icon at the upper right side of the screen.
In the New User pop-out menu, you can fill in the user's information, including groups, and change the toggle settings for Active and Administrator accounts.
Note: If a user is designated as an Administrator, they will have unrestricted access to reports, billing, broadcasts, users, etc. In short, they can access everything.
By default, when a user is created, it is not assigned any permissions or automatically assigned to be part of any group. If a user is not part of a group, they will only be able to see the Employee Tools section of the dashboard when they sign in.
Tip: If you've already created a user and want to assign them to a group, click on the tab next to Users labeled Groups.
Once the user's information has been entered, click the Save button and the user will be created and listed on the User Directory page.
Managing Existing Users
To see the users that are a part of the Teem account, select Users in the left menu. Then click User Directory. You will be taken to a section, which will list all of the users for this account and allow you to modify their permissions and details.
To find the user that you want to modify, click the magnifying glass icon at the top of the User Directory. Once you've found it, click on the edit icon.
The page that is brought up is identical to the New User setup, but with the user's information already filled out. All information about the user can be modified.
Once the information has been modified, click the Save button and that information will be updated.
To delete a user from the list of users, click on the menu button (3 vertical dots) next to that user and select Delete User.
Important: This will remove the user and all it’s information. This action will be permanent and the information cannot be recovered.
Distinguishing SSO users from Traditional Users
To help you see at a glance which users are SSO users and which aren't, we've added a link icon to indicate an SSO user.
Now that you have your users all setup, let’s go over how to create, edit and delete user groups!
Managing User Groups
Here's a step-by-step overview for creating, editing and deleting user groups and their associated permissions.
Creating a User Group
To create a user group, first go to Manage → Users in the left menu. Once here, click on the Groups & Permissions option. Then select the + icon at the top right of the page to create a group.
This will pop out the New User Group menu.
In this menu you can create a group, give it a description and toggle permissions at a very granular level. Each of these permissions comes with a tooltip description, but a full description for each permission is also included at the bottom of this article.
Once the permissions are set and the information for the group is entered, click on the Save button. You'll be taken back to the Groups & Permissions page where you’ll see your newly created group listed.
Updating a User Group
Groups can be modified at any time, simply by clicking on the edit icon next to the group name.
The page will pop out the group’s menu with all information filled out and your previous permission selections. Everything on the page can be updated/modified. Once the permissions have been updated, click on the Save Changes button.
Deleting a Group
A group can be deleted by clicking on the Delete icon. A browser prompt will come up to verify that the user wants to delete the permission group. When Delete is clicked, the group will be deleted.
Adding Users to a Group
To add users to groups, first go to Manage → Users on the left menu. Select the User Directory and search for the user you want to add to the group. Select the user’s name, then scroll to the Assigned Groups section at the bottom of the pop out menu, and type the name of the group you wish to add them to. The predictive text should pull up the group you’re looking for once you begin typing. Select the group you’re adding the user to, then click Save Changes.
When creating permission groups, it is essential to understand what permissions you will be giving your users. This section gives a detailed view of what the permissions mean. You'll notice that there are different types of permissions, such as Organization and Deployment. Here is a breakdown of what the different permissions mean:
Edit Organization - Allows a user to edit the company information.
Edit Users - Allows for the management of users. This user will be able to edit user permissions, deactivate and re-activate accounts, delete accounts and modify users' information.
Edit Groups - Allows for the management and editing of groups. This user will be able to change permissions and settings for groups.
Edit Contracts and Visitors - Allows a user control over the contracts that visitors sign via LobbyConnect. This will not allow the user to traverse through any other portion of your company's account. They will have to access the contracts available from here. The user is allowed control over the visitor types that appear on the LobbyConnect devices and allows them to edit the fields shown in the visitor types. They are allowed to add devices that have the permissions needed to save LobbyConnect check-ins to the visitor log. And are allowed to edit the entries and security contacts listed within the Visitor Watchlist section of the dashboard.
Edit Deployment- Allows a user to manage the devices in the organization.
Edit Device Alerts - Allows a user to edit the settings and contact email for device monitoring alerts, which are sent when a device goes offline.
Edit Organization Structure - Allows a user to view and modify the organization layout of campus, buildings, floors, spaces, etc.
Edit Themes - Allows a user to view and edit conference room display themes.
Edit Broadcast Alerts - Allows a user to schedule Broadcasts.
Edit Analytics Data - Allows a user to add devices that have the permissions needed to contribute the device's data to the Insights section of the dashboard.
View Organization Insights - Allows a user to view Insights, Teem's advanced analytics tool.
Edit Report Settings - Allows a user to edit settings for the Insights section of the dashboard.
View Workplace Analytics - Allows a user to view the Workplace Analytics tab of the Legacy Reports section.
View Workforce Analytics - Allows a user to view the Workforce Analytics tab of the Legacy Reports section.
View Visitor Analytics - Allows a user to view the Visitors tab of the Legacy Reports section.
Make Purchases - Allows a user to complete a purchase (enclosures, iPads, accessories) through the Teem website by adding items to the online shopping cart and completing the checkout process.
Now that we’ve covered both users and groups you should be able to successfully implement both within your Teem deployment!
We at Teem hope you find this article helpful and have a great day! Please don't hesitate to reach out to us at email@example.com or by phone at 415-830-6989, if you have any questions!