How to manage team access for users

The Users screen in Recordbase allows administrators to manage user access to various teams. Granting team access enables users to view all clients associated with that team, subject to the user's role and referral status permissions.

Follow these steps to Add or Remove Team Access:

1. In the left sidebar, navigate to Administration.
2. Click Users & Roles.
3. Click Users.
4. Search for the user's name in the list and click on their name.
5. Click Teams.
6. Click Edit.
7. To Add team access:
   1. Check the boxes next to the appropriate teams.
8. To Remove team access:
   1. Uncheck the boxes next to the appropriate teams.
9. Click Finish to save and confirm your changes.

By following these steps, you can ensure users have the correct access to teams and clients as required.