Managing Teams & Permissions
Set up your team structure in Podscan to share work and keep everyone organized. Whether you're 3 people or 300, here's how to manage it all.
Team Basics
Every team has:
- A team owner (that's you when you create it)
- Team members (your colleagues, contractors, freelancers)
- A unique name
- Shared collections and alerts (with varying access permissions)
Role Types
Podscan has two main roles:
Administrator can:
- Add/remove people
- Create team alerts
- Manage billing
- Change settings
- Do everything editors can
Editor can:
- View shared content
- Create personal alerts
- Add to collections
- Share findings
- Submit corrections
Adding Team Members
To add someone:
- Go to "Add Team Member"
- Enter their email
- Choose their role
- Send invitation
They'll get setup instructions by email.
Teams vs Organizations
You can have multiple teams:
- Marketing Team
- Research Group
- Client Teams
- Regional Teams
Each team sees only their own items. Any user can be part of several teams.
Switching Teams
The team switcher shows:
- Your active team
- Other available teams
- Quick team creation
Switch anytime from the top menu.
Team Settings
Control your team's setup:
- Notification rules
- Firehose configuration
- Team members
Find these in Team Settings.
Common Team Setups
Small Company:
- One team
- Everyone's an administrator
- Shared everything
Large Company:
- Multiple teams
- Mix of roles
- Separate collections
- Custom permissions
Best Practices
- Name teams clearly
- Review permissions monthly
- Remove inactive members
- Document team rules
Keep it simple at first - you can always add complexity later.
Security Tips
Protect your team by:
- Using strong passwords (and encouraging them via policy)
- Enabling two-factor auth on every account
Safety first!
Need to set up a complex team structure? Our team can help plan it out.
Updated on: 06/11/2024
Thank you!