It is possible to create different teams and assign them to a file. This means that only the people who are part of the team (with no role or with the Contact role) have access to the file. A user with the Administrator role always has access to all files.
To add a team, click on the three dots next to the file and then select Edit Team.
By clicking in the field, you can see which Teams currently exist. You can add a new one by typing the desired name and then clicking the Create Team button.
How to add a user to a Team:
- To do this, go to Settings in your Lucy environment.
- Click on the three dots to the far right of the user, then select Edit Team. You can also create a new Team here by following the same steps described above.
- You can also delete a Team from this screen.
- A user can be assigned to multiple Teams.
- If one or more Teams are assigned to a file, only the users who are part of that Team can view and open the file (except for users with the Administrator role).
- It is possible to add or remove a Team in bulk.
- When creating a user, you can also assign a Team.
