How to Configure Teams and Permissions

How to Configure Teams and Permissions

Objective

  1. To better understand how to configure Teams and Permissions in Dash

Environment

  1. Relay Dashboard
  2. The Relay Pro App

Procedure

Notes
Please Note: Only a virtual user in the System Admins Team can create new teams, and adjust permission levels across teams.
  1. Log into dash.relaypro.com
  2. Under Account, click the Teams Tab
  3. Click Create New Team
  4. Name your Team
  5. Choose which level of permissions this team should have. For more information on the permission levels, reference this article. 
  6. Click Add Members, and choose the users that should be in the team
    1. Reminder: Which team a Virtual User is placed in will determine which level of permissions they will have
  7. Click Save Edit

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