Creating a team

You can create a team.

About this task

To create a team:

Procedure

  1. From the tree in the application rules side panel, choose Security > Teams. The Teams window displays in the work area.
  2. Choose the Create New icon. The Team Details window displays.
  3. Enter information in the applicable fields. Refer to Table 1 for field value descriptions.
  4. Choose the Save icon.
    Table 1. Team details window.

    Team details field value descriptions
    Field Description
    Team ID Enter the team name.
    Parent Team ID Select the name of the team that is the parent team for this team. If this team is part of a multilevel hierarchical team structure, this must be the name of a team that is in the next higher level within the structure.
    Description Enter a brief description of the user team.
    Enterprise Access
    Default Enterprise Access Select Default Enterprise Access to restrict users who belong to this team to be able to only view the Enterprises belonging to the default Enterprise access list.
    Inherited Enterprise Access Select Inherited Enterprise Access to restrict users who belong to this team to be able to only view the Enterprises based on the access configuration for the parent team.
    Restrict Access To A Specific List Of Enterprises Select Restrict Access To A Specific List Of Enterprises if you want to create a list of Enterprises that users associated to the team can view.

    Choose the Create New icon from the Accessible Enterprises table and search for the applicable Enterprises in the Organization Search pop-up window. Choose the Create New icon to add an Enterprise.

    Choose the Delete icon to remove an Enterprise from the Accessible Enterprises list.

    Note: The restricted list always includes the primary Enterprise of the organization you are configuring the team for.
    Document Type Access
    Default Document Type Access Select Default Document Type Access to allow this team to only be able to view the document types belonging to the default access list. The default access list is based on the document types associated with a particular business application.
    Inherited Document Type Access Select Inherited Document Type Access to restrict users who belong to this team to be able to only view the document types based on the access configuration for the parent team.
    Restrict Access To A Specific List Of Document Types Select Restrict List To A Specific List Of Document Types if you want to specifically determine the document types the team has access to.

    When you select this option select the business application whose associated document types you want to set access rights to from Applications.

    Then select if you want to allow Access To All Document Types For This Application or Restrict Access To A Specific List Of Document Types. If you select the latter, the Accessible Document Types table displays displaying all of the accessible document types available for the business application. Select the Accessible check boxes for the applicable document types.

    Note: At least one document type must be included in a data security group for each business application.
    Ship Node Access
    All Nodes Select this radio button to allow the team to access all the ship nodes.
    Note: This radio button is not available for an organization whose role is Node.
    User's Node If the user is a node user, selecting this radio button enables the team to access the node to which the node user belong.

    If the user is an enterprise user, selecting this radio button allows the team to access all the nodes whose parent organization is the user's enterprise, an enterprise that is hierarchically lower than the user's enterprise, or both.
    Restrict Access To Specific Nodes Select this radio button to restrict the team's access to only specific nodes, and save the setting.

    On saving, the Create New icon is displayed in the Accessible ShipNode panel. Click the Create New icon, and search for the nodes from the ShipNode Search dialog box.

    Note: The ShipNode Search dialog box displays only those nodes that are accessible to the administrator creating the team.

    Select the node and click the Create New icon to make this node accessible to the team. The selected node will be displayed in the Accessible ShipNode panel.

    To remove a node from the Accessible ShipNode panel, select the node and click the Delete icon. A confirmation dialog box is displayed. Select OK to confirm the deletion of the node.
    Nodes Accessible To Team Creator Select this radio button to allow the team to access all the nodes that are accessible to the creator of the team.

    Notes:

    • If the creator of the team is a HUB user (Organization = DEFAULT), the team can access all the ship nodes.
    • If the creator's access to certain nodes changes, the team's access to those nodes will also change automatically. Also, the team's access to the nodes ceases when the creator is deleted from the Applications Manager.