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Team Settings

Configure team-wide settings, defaults, and collaboration preferences for your organization.

Team Defaults​

Set default values for new team members:

  • Default Role: Auto-assigned role for new users
  • Default Teams: Teams new users join automatically
  • Default Permissions: Base permission set
  • Default Timezone: Team timezone for scheduling

Collaboration Settings​

Configure team collaboration features:

  • Mentions: Enable @mentions in comments and notes
  • Activity Feed: Show team activity in dashboard
  • Sharing: Control how data is shared between teams
  • Visibility: Set default visibility for created items

Assignment Rules​

Configure automatic assignment:

  • Round Robin: Distribute leads/tasks evenly
  • Territory-Based: Assign based on location
  • Skill-Based: Match based on team member skills
  • Load Balancing: Consider current workload

Team Calendar​

Manage team-wide calendar settings:

  • Working Hours: Standard team working hours
  • Holidays: Organization-wide holidays
  • Meeting Defaults: Default meeting duration and settings
  • Calendar Sync: Sync with external calendars

Communication Preferences​

Set team communication defaults:

  • Email Templates: Shared team email templates
  • Email Signatures: Standard team signatures
  • Response Times: Expected response time SLAs
  • Auto-Responses: Out-of-office templates

Data Management​

Configure team data handling:

  • Data Retention: How long to keep records
  • Archive Rules: When to archive old data
  • Duplicate Detection: Auto-merge duplicate contacts
  • Data Quality: Validation rules for data entry

Task Management​

Set task defaults for the team:

  • Default Priority: Standard priority level
  • Default Status: Initial status for new tasks
  • Due Date Defaults: Default timeframes
  • Task Templates: Reusable task templates

Workflow Settings​

Configure team workflow preferences:

  • Auto-Start Workflows: Workflows that run automatically
  • Workflow Permissions: Who can create/edit workflows
  • Execution Notifications: Who gets workflow alerts
  • Error Handling: How to handle workflow failures

Managing Team Settings​

  1. Go to Settings → Team Settings
  2. Update any section you want to configure
  3. Click Save Changes
  4. Changes apply to all team members

Permission Requirements​

Who can access Team Settings?

  • Owner: Full access to all team settings
  • Admin: Can modify most team settings
  • Member: Read-only access
  • Viewer: No access

Best Practices​

  1. Document Standards: Share team guidelines and standards
  2. Review Regularly: Update settings as team grows
  3. Communicate Changes: Notify team of setting updates
  4. Test Settings: Verify new settings with small group first

Common Use Cases​

New Team Setup​

  1. Set team defaults for quick onboarding
  2. Configure assignment rules for fair distribution
  3. Set up shared templates and signatures
  4. Define working hours and holidays

Growing Teams​

  1. Review and update assignment rules
  2. Add more team-specific templates
  3. Adjust visibility and sharing rules
  4. Scale workflow permissions

Remote Teams​

  1. Set clear response time expectations
  2. Configure timezone-aware scheduling
  3. Enable async collaboration features
  4. Set up comprehensive notifications

Support​

Need help with team settings? Contact us through Settings → Support.

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