Team Management

Teams provide a way to organize and route tasks. You can assign tasks to an entire team, in which case any member of that team can complete the task. Visit the Teams page for more detailed information.

From the list of tasks in the Laserfiche home screen's Tasks tab, team members can choose the tasks they want to complete, and managers can assign tasks to members directly.

Teams Page

Within Process Automation, navigate to the Teams page. From this page, team managers can:

Creating a Team

  1. On the Teams page, click New in the top left corner.
  2. Enter or select a team name, description, and task visibility level for the team. The task visibility level determines which team members can view tasks not assigned to them.
  3. Click Next.
  4. (Optional) Click Add to add users to the team. Use the search field to find users.
  5. Click Create.

Exporting and Importing a Team

If you want to copy your teams between different accounts, you can export teams as XML files from one account and import them into another account.

Exporting a Team

  1. On the Teams page, select the team that you want to export.
  2. Click Export icon in the top right corner of the pane listing the teams.

Importing a Team

  1. On the Teams page, click Import in the top left corner.
  2. Click Choose file to select the XML you want to import.
  3. Click Import.

Adding a Team Member

  1. On the Teams page, click on a team. You will see a list of current team members
  2. Click the Add team member icon in the top right corner of the list of members.
  3. Enter a search phrase that matches the user you want to add.
  4. Select the desired user when it appears below the search query text box.
  5. Assign a Team Member Resource Access Role.
    1. Analyst: Can view the team's resources and data submitted in those resources.
    2. Team Developer: Can create and edit the team's resources
    3. Team Manager: Can edit the team, it's projects, and determine resource access.
    4. Viewer: Can view but not edit the team's resources. Viewers cannot see data submitted in resources.
  6. Click Add.

Removing a Team Member

  1. On the Teams page, click on a team.
  2. Select the team members that you want to remove from the team.
  3. Click the Delete icon in the top right corner.

Modifying a Team

You can modify the name, description, and task visibility of a team. The task visibility determines who on the team can view tasks not assigned to them.

  1. On the Teams page, select the checkbox next to the team you want to modify.
  2. Click the Edit icon.
  3. Modify the name, description, or task visibility of the team.
  4. Click Save.

Deleting a Team

  1. On the Teams page, select the teams you want to delete.
  2. Click the Delete icon in the top right corner.
  3. Click Yes in the confirmation dialog that appears.

Assigning Roles to Team Members

  1. Double-click on a team on the Team Management page.
  2. Select the team member of interest.
  3. Click the Update Roles icon in the top right corner.
  4. You can assign security roles to the team member by checking or clearing the appropriate boxes in the Update Roles dialog.
  5. Click Update.