ADM – ST – Users and Permissions

In this video lesson, you’ll learn how TEAMS manages user accounts and why correct setup is essential for security, compliance, and data protection. You’ll also understand the importance of unique logins, inactive users, and structured permissions across departments.

You’ll be guided through:

• Overview of the User Management Screen
• How to Add a New User and enter required details
• Why every user must have a unique login and unique email
• Why users must never be deleted and how to correctly make them inactive
• How to assign Roles and Permissions based on departments and job roles
• How cross-department access works for staff who perform tasks across multiple areas
• How to store staff documents, communication logs, and compliance evidence in the user record

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.