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esealpha
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Member since ‎Feb 22, 2022
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esealpha on March 09, 2024
Use of Teams
I am trying to create a custom sidebar for account records, which is easy enough. However, I don't want all the integrations and other options showing for everyone. So, I decided to make a "super admins" custom sidebar. Again, it's easy enough. read more
Reply Discussion Enterprise
0 upvote
4 Replies
esealpha
Contributor
March 11, 2024
Yes and no. I created a new team with members from other teams. B/c they are members of other teams, they are "extra" members of the new team. Conseq...read more
JMayhew6 on January 23, 2024
Addressing Extra and Main Team member limitations
I want to suggust to the HS product team that you address some of the limitations to Team membership. I recently learned that if a user is listed in a team as an 'Extra' team member, that this limits certain functions. For one thing, they canno read more
Reply Idea Users & Teams & Permissions
6 upvotes
1 Reply
esealpha
Contributor
March 11, 2024
I'm entirely in agreement. I just tried to assign a custom sidebar to a Team I created with members from several other teams. Unfortunately, that mak...read more
esealpha on March 09, 2024
Use of Teams
I am trying to create a custom sidebar for account records, which is easy enough. However, I don't want all the integrations and other options showing for everyone. So, I decided to make a "super admins" custom sidebar. Again, it's easy enough. read more
Reply Discussion Enterprise
0 upvote
4 Replies
esealpha
Contributor
March 11, 2024
Yes and no. I created a new team with members from other teams. B/c they are members of other teams, they are "extra" members of the new team. Conseq...read more
esealpha on March 09, 2024
Use of Teams
I am trying to create a custom sidebar for account records, which is easy enough. However, I don't want all the integrations and other options showing for everyone. So, I decided to make a "super admins" custom sidebar. Again, it's easy enough. read more
Reply Discussion Enterprise
0 upvote
4 Replies
esealpha
Contributor
March 11, 2024
Yes and no. I created a new team with members from other teams. B/c they are members of other teams, they are "extra" members of the new team. Conseq...read more
Solved
esealpha on February 26, 2024
Workflow for Task assignment and followup
I've created a workflow that assigns a Task to a user based on a selection. The Task has a 7-day reminder set. So, what I am wondering is if I've gone about setting up the follow-up to the task properly.
Reply Discussion Enterprise
0 upvote
4 Replies
esealpha
Contributor
February 27, 2024
Thats the plan.
Solved
esealpha on February 26, 2024
Workflow for Task assignment and followup
I've created a workflow that assigns a Task to a user based on a selection. The Task has a 7-day reminder set. So, what I am wondering is if I've gone about setting up the follow-up to the task properly.
Reply Discussion Enterprise
0 upvote
4 Replies
esealpha
Contributor
February 27, 2024
Thats the plan.
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