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You are now at the third unit of the “Make UI” course within the Make Foundation.
Note: The Teams feature is only available on the Teams subscription plan. You will still have access to this on a non-Teams plan, but you will not be able to create additional teams.
Even if you do not have a Teams subscription, this is still worth learning.
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Team
If you’re working collaboratively under the same organization, then it’s ideal to use teams.
Working in teams allows sharing access to scenarios, templates, connections, webhooks, keys, devices, data stores, and data structures.
There are many roles available that you can assign within teams – we’ll cover them shortly in this unit.
User
A user can be a member of any number of teams within the same / multiple organizations.
A user can also have multiple roles within a team; a user can be the admin of one team, while being a member of another.
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The advantage of using teams in a collaborative environment can be illustrated as follows:
- Let’s say a business has three separate teams, all looking to use Make for their own purposes. These are: Marketing, HR and Support
- The Marketing team uses Make for internal and external communications
- The HR team uses Make for processing internal data
- The Support team uses Make for responding to user queries
Teams are important for several reasons. Each team has separate scenarios, separate connections, and separate data.
Team members can:
- Collaborate
- Only access scenarios and data for their team(s)
- Be assigned roles based on their specific needs
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Within the support team they may want to define users to different roles; some users will need to create and make edits, or even run existing scenarios, while others only want to view the output data.
The following roles for teams are:
- Team Admin – full access to all data within the team, rights to add/remove team members, and rights to assign roles on their team
- Team Member – full access to all data within the team, but can’t manage other team members / delete the team
- Team Monitoring – read-only access to the team, scenarios, and templates
- Team Operator – read-only access to all data within the team. Can activate or stop scenarios and set up scenario schedules
- Team Restricted Member – full access to all data within the team, but cannot publish scenarios
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Note: This feature is only available on Teams and Enterprise plans.
To create a new team, navigate to the My Organization menu and select the Teams tab. Click + Add a new team, input a name, and click OK.
Once you have created your team, navigate to the Org users tab and click +Invite a new user. Fill out your new user data, including their email, name, and role. Note that if you select any role other than Admin, you will be able to select which team they belong to. When you click Save, this will send the user an invite to your team.
Note: The user must accept the invite sent to their email to join your organization. For further information visit the help center.
Added users will appear in the Org users list. If you would like to remove a user, select the dropdown next to their role and select none.
Once you have set up your team, you can navigate to it by clicking your organization name (e.g., Make Academy 1). This will open a dropdown menu that will provide you with a list of all your created teams. The scenarios, connections, and webhooks will change based on which team you have selected.
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This concludes the overview of teams / users / dashboard and roles.
By now you should have an understanding of:
- The concept of using teams
- How to add teams and users
Great work! Let’s keep the momentum going, and move to the final unit: Templates.