In Sidely, organizing your users into teams is key to structuring your sales force and sharing out responsibilities effectively. Teams let you group your sales reps, managers or administrators by role and give them the right permissions.
This is managed through the Security groups feature, which helps you control access and manage your teams easily.
Create a user team step by step
Open the settings
Open the Settings menu in Sidely.
Click Account settings, then Security groups.
Create or select a group
For a new team, click Create a security group.
Give it a clear name (e.g. "North Sales Team", "Retail Managers").
Set the team's permissions
In the Permissions tab, grant the appropriate rights:
View / Read / Create / Update / Delete
Customize them by role (e.g. a sales rep can view and create, but not delete).
Add team members
In the Members section, click + to add a user.
Select the members you want in this team.
Save the configuration
Once permissions and members are set, click Save to confirm the creation of your team.
💡 Tip: consider creating a dedicated team for your managers so they get an overall view (reports, targets) without interfering with your sales reps' day-to-day work.
FAQ
1. Does a team always match a security group?
Yes. In Sidely, a team is created and managed through security groups.
2. Can I put a user in several teams?
No, a user can only belong to one security group at a time.
3. Can I change teams after creating them?
Yes, you can change permissions or add/remove members at any time.
4. What's the difference between a "Sales rep" team and a "Manager" team?
Sales reps usually have field permissions (visits, orders), while managers have access to overall views (reports, targets).
5. Do the permissions apply immediately?
Yes. As soon as you click Save, the settings are active for the whole team.