Getting started with Base Teams for Enterprise

The Enterprise plan was designed to answer the needs of big companies with extended team structure, and many employees on different tiered levels.

Creating your Teams hierarchy

1. Add your colleagues

To create your Teams hierarchy and begin visualizing your organization in Base, start by putting your boss or top-level manager at the top of the tree. To learn how to add a user, click here.

2. Build your hierarchy, name your Teams

Next, you'll want to begin adding peers and subordinates to your tree and start building out Teams of Base users. Add your boss' subordinates underneath them on the tree, and their own subordinates beneath them. You'll begin to see your tree structure forming. To create multiple branches of Teams on your tree, you can add peer managers on the same hierarchy level, and build out their employees beneath them.

While adding users to your account, you can set custom Team names for your managers. Team names can be used to filter your reports, providing highly customized data for analyzing your organization's sales performance.

New_Hierarchy.png

3. Set their permissions

You can opt to set each user's data access permissions as you add them to the tree, or come back later once you've built out the organizational hierarchy. To learn about the different user roles and permissions in Base, click here.

4. Verify

Once you've selected the permissions for each user, you can verify what they have access to by simply clicking on a user's name. You'll see other user names highlighted, indicating whose data can be viewed and accessed by the individual based on the filter type you've selected - Leads, Contacts, or Deals.

It's that easy - you've just configured data access permissions for your account users, and created a visual hierarchy of Teams for your company!