Managing Your Teams in PyQueryHub

Teams in PyQueryHub are essential for collaboration and controlling who can access and manage different aspects of your company's account and data. There are two main types of teams you'll work with:

  1. Your "Admin Team": This is your primary, company-wide administrative team.
  2. Custom Teams: These are additional teams you can create for specific projects, departments, or to collaborate on reports with more focused permissions.

1. Your "Admin Team" (Company-Wide Management)

When your company's account is created in PyQueryHub, an "Admin Team" is automatically set up.

  • Purpose: This team is designed for users who need full administrative control over your entire company account. Members of this team can manage all settings, users, billing (if applicable), data integrations, and essentially every aspect of your company's presence in our application.
  • Name: The name of this crucial team is always "Admin Team" and it cannot be changed.
  • Company Link: It is directly linked to the company specified when your account was created.

Managing Members of the "Admin Team"

You can manage the "Admin Team" by going to the "Teams Settings" section (usually found in your main navigation or account settings) and clicking the "Edit" link next to the "Admin Team" entry.

  • Inviting Members to the "Admin Team":

    • When you invite someone to the "Admin Team," you are granting them full administrative rights over your entire company account. Exercise caution and only invite trusted individuals who require this level of access.
    • Role: Members invited to the "Admin Team" are automatically assigned the 'Administrator' role. There is no option to choose a different role for members of this specific team.
    • To invite a member, enter their email address and send the invitation. They will receive an email to join.
    • User Limits & Subscription: Your ability to invite members is subject to the total user limit of your company's subscription plan. If you've reached your limit, you may see an error ("You have reached the maximum number of Users allowed for your plan.") and will need to upgrade your plan or remove other users.

  • Removing Members from the "Admin Team":

    • You can remove members from the "Admin Team" if they no longer require full administrative access.

2. Custom Teams (Project & Report Collaboration)

Beyond the main "Admin Team," you can create "Custom Teams" to organize work and collaborate with users who need more specific, limited permissions, particularly around creating, editing, and viewing reports.

Creating a Custom Team

  1. Go to the "Teams" section.
  2. Click the "Create Team" button.
  3. A dialog will appear. Enter a descriptive Team Name for your new custom team (e.g., "Sales Report Group," "Marketing Analytics Team," "Q4 Project Collaborators").
  4. Click the "Create" button.

You, as the creator, will be the owner of this custom team. You can then proceed to manage its settings and members.

Managing Members of Custom Teams

Access the settings for a custom team by clicking the "Edit" link next to its name in the "Teams" list.

  • Inviting Members to Custom Teams:

    • When inviting members to a Custom Team, you will assign them a role that defines their capabilities within that specific team.
    • Available Roles for Custom Teams:
      • Editor: Members with this role can create new reports, edit existing reports, and view reports associated with this specific team.
      • Viewer: Members with this role can only view reports associated with this specific team. They cannot create new reports or make any changes.
    • You cannot assign the 'Administrator' role to members of Custom Teams. Administrative functions for the overall company are handled by the "Admin Team."
    • Enter the invitee's email address, select either 'Editor' or 'Viewer', and send the invitation.
    • The overall user limit based on your company's subscription plan still applies.

  • Changing Roles in Custom Teams:

    • You can change a member's role between 'Editor' and 'Viewer' as their responsibilities change.

  • Removing Members from Custom Teams:

    • You can remove members from a custom team when they no longer need access to that team's specific reports or collaborative space.

Other Actions for Custom Teams

  • Update Custom Team Name: You can change the name of custom teams as needed.
  • Delete a Custom Team: As the owner, you can delete a custom team if it's no longer needed. This action is permanent.

3. Viewing All Your Teams

The main "Teams" page will list all teams you are part of: your "Admin Team" and any "Custom Teams" you own or have been invited to. For each, you'll see its name, owner, and an "Edit" link to access its specific settings page.

4. Understanding Roles and Permissions Summary

  • Administrator (Only in "Admin Team"):
    • Scope: Full control over the entire company account.
    • Typical Actions: Manages all company settings, users across all teams, billing, data integrations, and has all permissions available in the application.
  • Editor (In Custom Teams):
    • Scope: Limited to the specific Custom Team they are a member of.
    • Typical Actions: Can create, edit, and view reports within that team.
  • Viewer (In Custom Teams):
    • Scope: Limited to the specific Custom Team they are a member of.
    • Typical Actions: Can only view reports within that team.

5. User Limits and Your Subscription

Your company's subscription plan determines the total number of unique users that can be active across your entire account (this includes members in the "Admin Team" and all "Custom Teams"). If you attempt to invite a user beyond this limit, you will be prompted to upgrade your plan or manage your existing user list.

If you have any questions about managing your teams, the roles and permissions, or your subscription limits, please contact our support team.