Teams and Project Groups

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Teams allow you to group projects under an organizational entity, such as a department, agency, working group etc. Assigning a project to a specific Team will allow team-based reporting that shows aggregated results of all projects contained within the Team.
Team Lead is a specific user type that has the admin rights over the projects assigned to their 'Team'. Their permissions include the ability to assign site users to projects with specific project user roles (e.g., Project Lead, Project Author).
Team Page functions as a site sub-page assigned to a specific team, here your team can edit the page to showcase projects and include team related information.
Project Groups allow you to group similar projects, enabling aggregate project group data.

👥 Teams

Set Up a Team

Open the Dashboard
Click on 'Settings' and under Site > Teams
From here select 'Add Team'
Type in the name and 'save'

Nominate a Team Lead

Team Leads are a special type of user role that grants administrative permissions to a User for all projects assigned to that team.

To assign a User to be a Team Lead:

Navigate to the Site Users section of the Members area.
Select on the target username to open the User Profile.
Under the Access section, select the Select Team that appears next to the Team heading.
Tick the checkbox and confirm by selecting the check button to assign to the User as a Team Lead.

💡 Any User can be assigned to the Team Lead role.

To remove the Team Lead role from a User:

Navigate to the Site Users section of the Members area.
Select on the target username to open the User Profile.
Under the Access section, select the username that appears next to the Team heading.
Untick the checkbox and confirm by selecting the check button to remove the User as a Team Lead.

Assign Project Team

A project can be assigned to a Team by editing the team project attribute, which can be done in two ways:

Project Dashboard

Navigate to the Projects area of the Dashboard.
Select on the Settings link on the desired project to open the Project Settings.
Edit the Team attribute and select either the Save button to save changes as an unpublished page version Publish Changes (or Submit to Workflow) button to put them into effect.

Project Page

Navigate to the target Project Page and select the Settings function in the Toolbar.
Follow the Details link to open the Project Settings.
Edit the Team attribute and select either the Save button to save changes in an unpublished page version or Publish Changes (or Submit to Workflow) button to put the changes into effect.

Role Permissions

When setting up Project Teams, it's important to understand the different user permissions options. The following will detail what Team Leads and Team members have access to:

	Team Leads	Team Members (i.e. Project Leads & Project Authors)
Create new project pages	✅	❌
Access projects	✅Can access any projects already assigned to their team	✅ Can access if assigned to project
Access project sub-page or news page	✅Can create and access if falls within their project team	✅ Can create and access if assigned to project ❌Unable to see drafts from other members
Reporting	✅ Can access for any projects within their team	✅ Can only access for projects they have been assigned to

❗When setting up a New Project, it's important that Team Leads allocate their Project to the Project Team. If a Team Lead does not assign the project to a Team, or accidentally assigns the project to a different team, when launched, the project page will not be found. A Site Admin can update the Team in the Project Settings so the page will appear for them again.

🗂️ Project Groups

Projects that share a common initiative, program, theme or other relationship can be associated together using a Project Group. This enables a specific Project Group Report that shows the aggregated results of all projects contained within the group.

Set up a Project Group:

Open the Dashboard
Click on 'Settings' and under Site > Project Groups
From here select 'Add Project Group'
Type in the name and 'Save'

To assign a project to a Project Group:

Project Dashboard

Navigate to the Projects area of the Dashboard.
Select the Settings link on the desired project to open the Project Settings.
Edit the Project Group attribute and select either the Save button to save changes as an unpublished page version or Publish Changes (or Submit to Workflow) button to put them into effect.

Project Page

Navigate to the target Project Page and select the Settings function in the Toolbar.
Follow the Details link to open the Project Settings.
Edit the Project Group attribute and select either the Save button to save changes in an unpublished page version or Publish Changes (or Submit to Workflow) button to put the changes into effect.