Teams and Organisations

Teams and Organisations

Teams and Organisations

Fluency's team functionality empowers you to structure your processes using team, project, and tag-based organization for effective process oversight. This means you can assign specific processes to only the teams you want to see them, enhancing security and keeping all your processes organised.

By default, processes are scoped to just you. This aligns with 'Zero Trust' security principles, ensuring that only those who need to see a process can access it.

Creating and Managing Teams

Creating a New Team

Click on the "Teams" tab in the main menu. Click on the "Create Team" button. You can name your team and assign it specific roles and permissions.

Customise Your Team
Once created, you can add descriptions, assign team leaders, and configure specific permissions for different roles within the team.



Adding a Team to a Process

Open the process you want to assign to a team. Click on the "Assign Team" button, select the appropriate team from the list, and save your changes.

Adding Multiple Teams to a Process

If you need to add multiple teams to a single process, click on the "Manage Teams" option within the process settings. Choose the teams from the available list and assign them to the process.

Managing Team Members and Permissions

Inviting New Team Members
Within your team's page, click on the "Invite Members" button. Input the email addresses of the members you want to invite. Assign role-based permissions to each member to define their access and capabilities within the team.

Ensuring Members Have Paid Seats

Navigate to the payment section in your account settings. Ensure that each new team member has a paid seat allocated to them.

Need Assistance?

If you need help setting up teams, feel free to contact us We're here to assist you in getting started and making the most of Fluency's team functionality.

By using Fluency's team features, you can streamline your process management, enhance security, and maintain organised workflows across your organization.

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