Teams Overview
Introduction
Teams are organizational containers that control who has access to which assignments in Duvo. Every assignment must belong to a team, allowing you to manage collaboration, maintain security, and organize your automation effectively.
What is a Team?
A team determines:
Who can see and use specific assignments
Who can edit assignment SOPs
How assignments are organized across your company
Think of teams like folders—they keep related assignments together and ensure the right people have access to the right automation.
Why Teams Matter
Security: Keep sensitive assignments accessible only to authorized users
Organization: Group assignments by department, function, or project for easy management
Collaboration: Enable multiple users to work together on assignments while keeping others separate
How to Structure Your Teams
There's no single "right" way—it depends on your business needs. Common approaches include organizing by department (Sales, Finance, HR), by function (Customer Support, Reporting), by project (client-specific teams), or using a hybrid approach. Start simple with a few teams that mirror your existing organizational structure, then add more as needed.
Managing Team Membership
Multiple teams: Users can belong to multiple teams simultaneously. For example, a sales operations manager might access both "Sales Team" and "Operations Team" assignments.
Flexible access: Easily add or remove users as roles change without disrupting the assignments themselves.
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