Work with teams

It is possible to create multiple teams and assign them to a file. This means that only the people who are part of the team (with no role or the role "Contact") will have access to the file. A user with the role "Administrator" will always have access to all these files.

To add a Team, click on the three dots next to the file and then select Change 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 do you add a user to a Team?

• To do this, go to Settings in your Lucy environment.
• Click the three dots on the right of the user and then select Edit Team.
  You can also create a Team here by following the same steps as described above.

• You also have the option to delete a Team from this screen.
• A user can be assigned to multiple Teams.
• If one or more teams are assigned to a file, then only the users in that team can view and access the file (except for users with the Administrator role).
• It is possible to add or remove users from a Team in bulk.
• When creating a user you can also assign them to a Team.