Inside the app, a Team is a collection of co-workers/users. You can use a Team in this way: when you create a Contact, you can set it to be visible to a specific team (and administrators) instead of all users/co-workers. Thus, Teams can simplify the task of assigning and managing access to Contacts.

Note: Teams feature is available in the Pro and Enterprise plan of the app.
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Follow these steps in order to create a team in Pobuca Connect:

1. Sign into the app > Navigate to Settings > Select Teams.
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2. Click on the plus (+) icon.

3. Provide a unique name to the team and click on Create.

4. In the next screen click on the plus (+) icon to add members.
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5. Choose the members by selecting their role on the team. (from ‘Add to team’ menu)
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The available (default) security roles for users inside a team are: 

a. TeamAdministrator: this role grants the user full access and management within the team and the contacts which are visible to the team

b. Editor: this role grants the user full access to create, edit and delete contacts which are visible to the team 

c. Contributor: this role grants the user full access to edit and delete contacts which are visible to the team and which the user had created himself. It also grants the user read only access to contacts which are visible to the team and which are created by other users 

d. Reviewer: this role grants the user read only access to contacts which are visible to the team

For more information about roles click here

6. Once you have chosen which members will be included in the team, select the activated tick button to save your changes.

7. The following pop up will appear.

8. Click on 'Continue' to complete the process.

How to set a contact to be accessed only by a specific team (and administrators):

When creating a new contact, you can specify if this contact is going to be accessed only by a specific team (and administrators). To do so, on the ‘Visible to’ section at the create form of a contact, choose ‘Specific team’ and select the one that will have access to this contact. Don't forget to save.
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