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