Manage Team Permissions for Customer Data

Manage Team Permissions – Overview

You can control what Customer data your Teams have permission to view.

Right now, you can control whether your Teams may view a Customer’s:

• Email
• Phone

when they:

• receive Schedule emails
• log into their account

Default Permissions

By default, Teams may NOT view the Email or Phone.

How to Change Team Permissions

Note: Changes you make to your Team permissions applies to ALL of your Teams.

1. Go to People > Teams
2. Click the Permissions button (displayed only when you’ve added Teams to your account)
3. A window will open where you can choose which Customer data the Team can view