Manage Team Details, Membership, and Permissions

This article covers the Teams management experience in the AuditBoard platform, which allows you to grant your users access to AuditBoard features and objects based on group assignments.

This article covers the following topics:

• Overview
  • Team Owners
  • Access levels for AuditBoard object categories
• How to enable the updated Teams management experience
• Permission requirements
• How to access the Teams list view
• How to create a new Team
• How to manage an existing Team
  • Edit user membership
  • Edit module permissions
  • Edit category permissions
  • Edit Team details and Owners
• How to delete a Team

Overview

In the AuditBoard platform, Teams are user groups that define object permissions (in addition to those granted to users by their role) and module visibility that member users have. This concept simplifies how you grant your users access to different parts of your AuditBoard instance and relieves your administrators from having to manage these settings on a per-user basis.

A user can be a member of more than one Team at a time. When this condition applies, all permissions granted by those Teams are additive:

• Module and page access granted by one Team overrides any access denials another Team has in place for the same entities.
• A higher object category access level granted by one Team overrides a lower access level or denial another Team has in place for the same entities.

Team Owners

Team Owners have administrative control over the Team’s identifying details and membership. By default, the user that initially creates the Team is designated as an Owner, but other Team members can become Owners too. All Teams must have at least one Owner.

Access levels for AuditBoard object categories

A category is an object type in the AuditBoard platform that a Team can grant member users access to. Available categories include:

• OpsAudit Categories
• Risk Categories
• Policy Types
• Framework Categories
• Request Categories
• Inventory Types
• WorkStream Categories
• Issue Types
• File Module Folders
• Inventory Profile Types
• Narrative Types

A Team further defines a user’s access to these categories based on these levels:

• Admin - Users can perform all possible actions, including creating and deleting objects.
• Manager - Users can interact with the object, such as using its features and editing its details, but can’t create new objects or delete existing ones (some exceptions apply).
• View Only - Users can only view the object.

How to enable the updated Teams management experience

The updated Teams management experience is automatically enabled for all new customers as of February 28, 2025.

If you are an existing customer and you want to use this updated experience, contact Support or Implementation to gain access.

Permission requirements

Your AuditBoard user account must have either of the following permissions to make changes to Teams in your AuditBoard instance:

• You are an Owner on the Team you want to edit.
  • Owners can edit their Team’s identifying details and user membership.
• You have the Platform Administrator role.
  • Platform Administrators can edit the permission configurations, identifying details, and user membership of all Teams.

How to access the Teams list view

To access the Teams list view in the AuditBoard platform, click the Settings module > Users & Roles tile > Manage section > Teams.

Like other table experiences in the AuditBoard platform, the Teams page has High Performance List View capabilities.

How to create a new Team

To create a new team:

1. In the Teams list view, click + Team in the upper right corner of the screen.
2. Give your Team a descriptive name and a unique identifier (UID). If desired, you can further explain the Team’s purpose using the Description field.
3. Click Create when finished.

Your new Team is now available for management in the Teams list view.

How to manage an existing Team

Team Owners can manage the configuration of their assigned Team, while users with the Platform Administrator role can manage the configuration and permissions of all Teams in your AuditBoard instance.

To get started, click the Name link of the Team you want to edit in the Teams list view.

Edit user membership

The Team Members tab in your Team detail view allows you to manage the Team’s membership:

To add new users:

1. Click + Add Users in the upper right corner of the screen.
2. Use the dropdown to browse or filter for users you want to add to the Team. Check the boxes of all users you want to add.
3. Click Add Users when finished.

To remove users from the Team, check their boxes in the Team Members list view and click Remove Users in the lower left corner of the screen. Note that since all Teams must have at least one Owner, you can’t remove a user from a Team if they are the only Owner left - assign another user as an Owner first if you want to do this.

The Team members list view also allows you to manage the details of individual users. Click the User Name link for a user to open their detail view and management options.

Edit module permissions

The Module Permissions tab in your Team detail view allows you to control module and feature visibility (including functionality shared throughout the platform) for your Team members:

1. In the Modules section, use the toggles to enable or disable module visibility as needed. Enabled modules appear in the Permissions section as expandable dropdowns.
2. In the Permissions section, expand the dropdown for the enabled module for which you want to configure permissions. The features and functions within that module display with their own toggles.
   • Use the Search field to quickly locate individual permissions based on keywords.
   • Use the Expand All and Collapse All controls on the right side of this section to quickly expand and collapse all dropdowns in this section.
3. Enable and disable these toggles as you require to refine what your Team members can see within that module.

If you elect to disable a module for which you have already configured permissions, the Permissions section saves your existing configuration in case you enable the module again later.

Edit category permissions

The Category Permissions tab in your Team detail view provides an additional, but centralized way to manage how many AuditBoard object categories your Team members can access and what level of control they have over each.

To modify category permissions for a Team:

1. Navigate to the category you want to modify and click it to expand its contents. Applicable objects for that category are listed with available access levels you can grant.
2. Change the value of the access level dropdown for an object to control what actions Team members can perform with it.

Edit Team details and Owners

The Details tab in your Team detail view allows you to edit information about the Team, such as its name, description, and UID. You can also easily see which users have the Owner role for the Team and assign it to other Team members.

How to delete a Team

If you decide that an existing Team is no longer useful or redundant, you can delete it by checking its box in the Teams list view and clicking Delete in the lower left corner of the screen.