Kameleoon provides a flexible way for Super Admins to organize users into teams, manage permissions, and ensure streamlined collaboration across projects.
The process for creating and managing teams begins when the Super Admin enables the feature from the “Account Settings” pop-up. Once enabled, the Super Admin can access the Teams page, where they can create, edit, delete teams, and add users to teams. Additionally, users can be assigned to a team during their creation or editing process via the Users page.
Limitations
- Only the Super Admin can create, edit, or remove teams.
- A user can belong to only one team at a time.
Feature activation
To enable the feature, go to Customer account settings > Account access.
There, you will find an option labeled Enable team creation and management with an ON/OFF toggle (default is OFF). Please enable this option.
Teams page
Once the feature is enabled, Super Admins can manage teams from the Teams page. This page provides an overview of all teams.
Each team entry includes:
- An Edit button to modify team details.
- A 3-dots menu with options:
- Manage team members: Opens a side panel where users can be added or removed using checkboxes.
- See users list: Redirects to the Users page, filtered by the selected team.
- Rename: Opens a side panel to rename the team.
- Delete: Opens a confirmation pop-up to permanently delete the team.
A search bar is available to quickly find teams by name.
Sidebar filters allow filtering of teams by projects, users, and tags.
New team creation
The New team button opens a pop-up for creating a team with two steps:
- Enter team name, select the associated project(s) and click Next.
- Set permissions for each selected project, then click Save to create the team.
Team roles and permissions
When adding users to a team, Kameleoon automatically applies a predefined set of roles and permissions based on the team’s configuration. This ensures that all team members have consistent rights within the team and across the associated projects.
- New users added to a team will automatically inherit the roles and permissions assigned to the team, saving time for the Super Admin.
- If an existing user with already set permissions is added to a team, their current rights are preserved, and the rights from the team are applied on top of the existing permissions.
Users page
The Users page now includes an additional TEAM column to display the team each user belongs to.
In the 3-dots menu for each user, the Assign team option opens a pop-up where the Super Admin can edit the user’s team and permissions using the team’s predefined template.
