Article

What is the difference between a role and a team?

Body


A role is created in the Permissions tab, and defines content access governing what a user is allowed to view, print, and download. They can also control feature access such as redaction, inviting users, and publishing content.

A Team is created in the Users tab and can be used for two purposes:
  • Set granular permissions to:
    • Tracker Saved Views
    • Tracker rows
    • Individual Dashboards within the Dashboards tab (Acquire and Pipeline)
    • Individual Findings in the Findings tab (Acquire)

  • Filter for Roles or Teams within specific reports in the Analytics tab
 

 

Title
What is the difference between a role and a team?
URL Name
What-is-the-difference-between-a-role-and-a-Team

Summary

This is an article that clarifies the distinction between roles and teams within a system. A role is created in the Permissions tab and defines content access, while a Team is created in the Users tab and is used for setting granular permissions.

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