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Teams

Structuring your company staff into departments or groups makes collaboration and data sharing smooth. This guide demonstrates how to create and manage teams and use them to organize access to CRM records.

Interactive demo — click through at your own pace.

In this video guide, you’ll find out how to:

  • create teams in EspoCRM
  • add users to one or multiple teams
  • assign security roles to control what each team can access
  • set up the team’s position list
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