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Advanced Team Management: Taking Control of Project Access and Collaboration
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Updated 2 months ago

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   New Feature: Team Management in Civio Engage
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#### Teams Now Available

We're excited to introduce team management capabilities, giving you more control over how your organisation collaborates on engagement projects. Teams help you organise projects, manage permissions, and enhance security for sensitive work.

What's New?
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#### Regular Teams

- Team members get access to all team projects
- Maintains existing system-level permissions
- Perfect for standard project collaboration

#### Restricted Teams

- Only team members and administrators can access content
- Ideal for internal or confidential projects

Key Benefits
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1. **Better Organisation**
    Group related projects and team members together for streamlined management
2. **Enhanced Security**
    Protect sensitive projects with restricted teams and granular access controls
3. **Clear Responsibilities**
    Define specific roles within each team to maintain clear workflows
4. **Flexible Access**
    Maintain administrator oversight while controlling general access to content
5. **Streamlined Collaboration**
    Make it easier for teams to work together on related projects and initiatives

Getting Started
---------------

#### Before You Begin

Plan your team structure by identifying which teams you need and deciding if any projects require restricted access. For detailed guidance, see our [Understanding and Managing Teams](/articles/11792463455375-Understanding-and-Managing-Teams) article.

### Quick Setup Guide

1. In the left-hand menu, click **People**
2. Select the **Teams** tab
3. Click the **+** icon to create a new team
4. Fill in the required details:

    - Team Name
    - Summary (optional)
    - Team Type (Regular or Restricted)
5. Click **Save** to create your team

When creating a Restricted team, remember that only team members and administrators will be able to access the team's projects and content.

### Next Steps

1. Add team members and assign their roles
2. Move existing projects to appropriate teams
3. Set up team-specific workflows
4. Configure team permissions

#### Need Help?

Our support team is ready to assist you in creating the perfect team structure for your organisation. Contact us for guidance and best practices.

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