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Team Management

Learn how to manage teams, set permissions, and organise users effectively

Understanding Teams

Teams in Intelliprint help you organise users and control access to features and resources:

Team Structure

  • Group users by department or function
  • Assign team administrators
  • Set team-specific settings and defaults
  • Track usage and costs by team

Team Benefits

  • Simplified user management
  • Granular access control
  • Cost centre tracking
  • Team-specific templates and settings
  • Separate billing and reporting

Creating & Managing Teams

Creating a New Team

  1. Go to Teams in the main navigation
  2. Click "Create New Team"
  3. Enter team name and description
  4. Configure team settings
  5. Add team members and assign roles

Team Settings

  • Default mail settings
  • Approval workflows
  • Credit limits and alerts
  • Template access
  • Reporting preferences

Team Billing

  • Separate credit allocation
  • Usage tracking by team
  • Cost centre assignment
  • Billing reports

User Roles & Permissions

Account Owner

  • Full account access
  • Manage billing and subscriptions
  • Create and manage teams
  • Set organisation-wide policies

Team Administrator

  • Manage team members
  • Configure team settings
  • View team reports
  • Manage team templates

Standard User

  • Send mail
  • Use templates
  • View own history
  • Track own mailings

Approver

  • Review mail before sending
  • Approve/reject mailings
  • View team history
  • Monitor team usage

Pro Tip: Create custom roles with specific permissions to match your organisation's workflow and security requirements.

Security & Access Control

Security Features

  • Two-factor authentication (2FA)
  • Single Sign-On (SSO) integration
  • IP address restrictions
  • Session management
  • Activity logging

Access Policies

  • Password policies
  • Login attempt limits
  • Device management
  • Access schedules

Compliance Settings

  • GDPR compliance controls
  • Data retention policies
  • Audit trail configuration
  • Security reporting

Ready to Set Up Teams?

Learn how to configure team-specific settings and templates.

Template Management Guide