Teams in Transfer-PCM allow multiple users to collaborate on file transfers, projects, and domains. Team members can share access to transfers, work together on projects, and manage shared resources while maintaining proper access controls and permissions.
How to Access Teams
- Main Navigation: Click "Teams" in the top navigation menu
- Dashboard: Access teams from the dashboard sidebar
- Direct URL: Navigate to /teams in your browser
- Team Menu: Access team-specific features from the team dropdown
How to Use Teams
Creating a New Team
To create a new team:
- Go to the "Teams" page
- Click "Create Team" or "Add Team"
- Fill in the team details:
- Team Name: Give your team a descriptive name
- Description: Add details about the team's purpose
- Team Type: Choose team type (Business, Project, etc.)
- Privacy Settings: Set team visibility and access
- Click "Create Team" to save
Team Management
Once created, you can manage your teams:
Team Actions
- Edit: Modify team name, description, and settings
- Manage Members: Add, remove, or modify team members
- Team Settings: Configure team permissions and access
- Delete: Remove the team (requires confirmation)
Team Organization
- Team Structure: Organize teams by department or project
- Member Roles: Assign different roles to team members
- Access Control: Control what each member can access
- Team Analytics: Track team performance and activity
Adding Team Members
You can add members to your team in several ways:
Invite by Email
- Go to the team details page
- Click "Add Member" or "Invite Member"
- Enter the member's email address
- Select their role and permissions
- Send the invitation
Member Roles
- Owner: Full control over the team and all resources
- Admin: Can manage team members and settings
- Member: Can access shared resources and create transfers
- Viewer: Can only view shared resources
Permission Levels
- Full Access: Can create, edit, and delete transfers
- Limited Access: Can view and download transfers only
- Project Access: Access to specific projects only
- Read-only: View-only access to team resources
Team Features
Shared Resources
Teams can share various resources:
Shared Transfers
- Team Transfers: Transfers created by team members
- Shared Access: All team members can access shared transfers
- Collaborative Editing: Multiple members can edit transfers
- Activity Tracking: See who made changes and when
Shared Projects
- Team Projects: Projects accessible to all team members
- Project Collaboration: Work together on project organization
- Project Analytics: Track project performance across team
Shared Domains
- Team Domains: Custom domains shared by the team
- Domain Management: Team admins can manage domains
- Usage Tracking: Monitor domain usage across team
Team Communication
Team Notifications
- Activity Alerts: Get notified of team activity
- Transfer Updates: Notifications when transfers are modified
- Member Changes: Alerts when team membership changes
- System Notifications: Important team-wide announcements
Team Messaging
- Internal Chat: Communicate with team members
- Transfer Comments: Add comments to transfers
- Project Discussions: Discuss project-related topics
What to Expect
Team Creation
- Teams are created instantly
- You can start inviting members immediately
- Team settings can be configured at any time
- Team resources are available to all members
Member Management
- Invitations are sent via email
- Members can accept or decline invitations
- Roles and permissions can be changed anytime
- Member activity is tracked and logged
Collaboration Features
- Real-time collaboration on transfers
- Shared access to team resources
- Activity tracking for all team members
- Team analytics and reporting
Team Roles and Permissions
Role Definitions
Each team member has a specific role with defined permissions:
Team Owner
- Full Control: Complete access to all team features
- Member Management: Add, remove, and modify team members
- Team Settings: Configure all team settings and permissions
- Resource Management: Manage all team resources
- Billing Access: Access to team billing and subscription
Team Admin
- Member Management: Add and remove team members
- Resource Access: Full access to team resources
- Settings Management: Modify team settings
- Analytics Access: View team analytics and reports
Team Member
- Resource Access: Access to shared team resources
- Transfer Creation: Create and manage transfers
- Project Access: Work with team projects
- Limited Settings: Modify personal settings only
Team Viewer
- Read-only Access: View team resources only
- Download Access: Download shared transfers
- No Creation Rights: Cannot create new resources
- Limited Analytics: View basic team statistics
Permission Management
Resource Permissions
- Transfer Permissions: Control who can create, edit, or delete transfers
- Project Permissions: Manage access to team projects
- Domain Permissions: Control domain management access
- Pixel Permissions: Manage tracking pixel access
Data Permissions
- Analytics Access: Control who can view team analytics
- Export Permissions: Manage data export capabilities
- Billing Access: Control access to billing information
- Settings Access: Manage configuration access
Team Analytics
Team Performance Tracking
Monitor how your team performs:
Team Metrics
- Member Activity: Track individual member activity
- Transfer Statistics: Combined transfer data for the team
- Project Performance: Track project success across team
- Resource Usage: Monitor team resource consumption
Collaboration Analytics
- Collaboration Rate: How often members work together
- Shared Resource Usage: Track use of shared resources
- Communication Patterns: Analyze team communication
- Productivity Metrics: Measure team productivity
Team Reports
- Team Summary: Overview of team performance
- Member Reports: Individual member activity reports
- Project Reports: Project-specific analytics
- Resource Reports: Usage and consumption reports
Common Issues and Tips
Team Management Issues
- Invitation Problems: Check email addresses and spam folders
- Permission Conflicts: Ensure proper role assignments
- Access Denied: Verify member permissions and team settings
- Member Removal: Handle member removal carefully to preserve data
Team Collaboration Tips
- Set clear roles and permissions from the start
- Use descriptive team and project names
- Regularly review team member access
- Monitor team analytics to optimize collaboration
- Establish clear communication guidelines
Best Practices
- Start with minimal permissions and add as needed
- Regularly audit team member access
- Use projects to organize team work
- Monitor team performance and productivity
- Keep team settings updated as needs change
Advanced Team Features
Team Automation
- Auto-assignment: Automatically assign transfers to team members
- Workflow Rules: Set up automated team workflows
- Notification Rules: Configure automatic team notifications
Team Integration
- API Access: Manage teams programmatically
- Webhook Support: Get notifications for team events
- Third-party Integration: Connect with external team tools
Team Security
- Access Logging: Track all team access and changes
- Security Audits: Regular security reviews
- Data Protection: Secure handling of team data
- Compliance Features: Meet regulatory requirements
Team Communication
Internal Communication
Teams can communicate through various channels:
Team Chat
- Real-time Messaging: Instant communication between members
- Channel Organization: Create channels for different topics
- File Sharing: Share files directly in chat
- Message History: Search and review past conversations
Transfer Comments
- Transfer Discussions: Comment on specific transfers
- Feedback System: Provide feedback on team work
- Collaboration Notes: Add notes for team members
Team Notifications
- Activity Alerts: Get notified of team activity
- Custom Notifications: Set up personalized alerts
- Email Notifications: Receive updates via email
- Mobile Notifications: Get alerts on mobile devices
Team Projects
Collaborative Projects
Teams can work together on projects:
Shared Project Management
- Team Projects: Projects accessible to all team members
- Project Collaboration: Work together on project organization
- Project Analytics: Track project performance across team
- Project Permissions: Control who can modify projects
Project Workflows
- Approval Workflows: Set up approval processes for transfers
- Review Processes: Implement review and feedback systems
- Quality Control: Ensure quality standards are met
- Project Tracking: Monitor project progress and completion
Team Limits and Plans
Plan Features
- Free Plans: Limited team features
- Premium Plans: Enhanced team collaboration features
- Enterprise Plans: Advanced team management and security
Team Limits
- Member Count: Number of team members allowed
- Team Count: Number of teams you can create
- Shared Resources: Limits on shared transfers and projects
- Storage Limits: Team storage allocation