Teams in Tribe CRM help you control how relationships and activities are shared within your organisation. They are useful when some data should only be visible to specific groups, while other data can be shared more widely. You might use teams when different departments or regions work in the same CRM but should not see each other’s activities or relationships. By following this guide, you will understand what teams are, how data shielding works, and how to set up teams for common scenarios.
Table Of Contents
What Are Teams In Tribe CRM?
How Are Teams Different From Roles And Rights?
Sharing Relationships With Everyone And Activities Within A Team
Sharing Relationships And Activities Within A Team Only
How Managers Can Access Data Across Teams
What Are Teams In Tribe CRM?
A team is a group of employees within your organisation, such as Sales or Support. Teams allow you to limit the visibility of relationships, activities, and own entities to specific groups of users. This helps ensure that sensitive or team-specific data is only accessible to the people who need it.
How Are Teams Different From Roles And Rights?
Roles and rights define what a user is allowed to do, such as creating or editing customers or activities. Teams define which data a user is allowed to see.
For example, roles control whether a user can work with sales opportunities at all. Teams control whether a user can see sales opportunities created by other teams. In many setups, teams and roles work together to manage both access and visibility.
Sharing Relationships With Everyone And Activities Within A Team
In this setup, all users can see all relationships, but activities and own entities are only visible within the user’s team.
Step By Step Instructions
Click Configuration.
Select Teams.
Click + Team and enter a team name.
Activate the Data Shielding slider.
Select All Relationships Are Visible To Members Of This Team. Activities And Own Entities Are Shielded For Members Outside This Team.
Click + Add Team Member and add the relevant employees.
Relationships are shared across the organisation, regardless of which team created them. Activities are automatically linked to the employee’s team and are only visible to that team.
Did you know?
The Team field is filled automatically in the background. Users do not need to select a team when creating activities.
Sharing Relationships And Activities Within A Team Only
In this setup, both relationships and activities are only visible within the team that created them.
Step By Step Instructions
Click Configuration.
Select Teams.
Click + Team and enter a team name.
Activate the Data Shielding slider.
Select Relationships, Activities And Own Entities Are Shielded From Members Outside This Team.
Click + Add Team Member and add the relevant employees.
All new relationships and activities are automatically linked to the employee’s team. Members of other teams cannot see this data.
Note: Using this setup can result in duplicate relationships if multiple teams create the same contact or organisation independently.
How Managers Can Access Data Across Teams
Managers often need insight into data from multiple teams. Tribe supports several approaches.
Manager Is Member Of Multiple Teams
The manager switches between teams to view and create data. Reports must be created per team.Manager Is Not Assigned To A Team
The manager can see data from all teams and create combined reports. When creating data, the manager must select the correct team manually.Manager Has Administrator Rights
The manager can view all data without selecting a team and can switch teams when needed. Data can be created either by selecting a team first or by choosing a team during creation.
Note: Team settings are stored in the user’s browser. After changing team settings, users must refresh their browser to apply the changes.
Quick Summary
Teams in Tribe CRM control which relationships and activities are visible to different groups of users. You can choose to share relationships organisation-wide or restrict both relationships and activities to specific teams. By setting up teams correctly, you ensure data is shared only where appropriate while still supporting collaboration.