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Managing Teams

Overview

In Mythradon, you can organise Users into Teams to streamline collaboration and control access to records within an Entity. Teams help enforce security, manage visibility, and support assignment processes.

Teams also play a critical role in the Email-to-Case process, enabling automatic routing of incoming Cases to the appropriate Users based on Team membership and Position.

Creating a Team

To create a Team:

  1. Go to Administration → Teams from the Menu Button
  2. Click the Create Team button
  3. Complete the required fields
  4. Click Save

Once created, the Team becomes available throughout Mythradon anywhere a Team can be assigned.

Team Fields

Field Description
Name The name of the Team, used for selection and display throughout the platform.
Roles The Access Roles associated with the Team. Members of the Team inherit the permissions defined by these Roles. Multiple Roles can be assigned.
Position List Defines the positions available within the Team, such as Salesperson, Manager, etc. Positions add another layer of structure and are particularly useful in Email-to-Case routing rules.
Layout Set Optional layout override. When a Team is set as a User's Default Team, this Layout Set determines which page layouts they see-allowing tailored interfaces per team.
Working Time Calendar Users will inherit this calendar through their Default Team setting.

The image below illustrates how Positions are configured within a Team.

Team Detail View Positions - Light Team Detail View Positions - Dark

See also