Teams

👥 Teams overview

Teams group GermainUX users and control their access to dashboards, monitored data, Session Replays, and alerts.

Teams make it easier to apply visibility settings to multiple users based on their responsibilities—for example, business users, application owners, support teams, or technical administrators.

📋 Roles and Teams

Roles and Teams control different aspects of access:

A user may require both the appropriate Role and Team membership to access a dashboard and its underlying data.

⚙️ Team Types

GermainUX supports two Team types:

The Team type affects the information available when users drill into data through Drill-through and Analysis dashboards.

A user who belongs to multiple Teams inherits the Team types and dashboard access associated with all those Teams.

👀 View Teams

Go to:

Germain Workspace -> Left Menu -> Settings → System -> Auth Settings -> Teams

The Teams page displays the Teams currently configured in GermainUX.

✨ Create a Team

1. Go to System -> Auth Settings -> Teams.

2. Click Add New Configuration.

3. Configure the Team fields.

4. Click Finish.

Choose a name that clearly identifies the Team’s function, business unit, application, or data-access scope.

👥 Add Users to a Team

Users can be added to a Team in either of the following ways.

📄 From the Teams Page

1. Go to System -> Auth Settings -> Teams.

2. Select the Team.

3. Add the required users.

4. Save the Team.

👥 From the Users Page

1. Go to System -> Auth Settings -> Users.

2. Select one or more users.

3. Use the available bulk action to update their Roles and Teams.

4. Assign the selected users to the required Team.

5. Save the changes.

Users can belong to more than one Team. Their resulting access combines the dashboard and data visibility provided by all assigned Teams.

🔒 Grant Dashboard Access to a Team

A GermainUX administrator can specify which Teams are authorized to access each dashboard.

When configuring dashboard visibility:

1. Select or edit the dashboard.

2. Identify the Teams that require access.

3. Add those Teams as dashboard owners or authorized Teams.

4. Save the dashboard.

5. Test access with a user from each Team.

Only grant access to Teams whose members require the dashboard and its underlying data.

📌 Pinned Dashboards

Teams can have pinned dashboards associated with them.

When users are added to a Team, they inherit the dashboards pinned for that Team. This provides Team members with immediate access to the dashboards most relevant to their responsibilities.

If a user belongs to multiple Teams, the user may inherit pinned dashboards from each Team.

📊 Business and Technical Data Visibility

Team type affects the level of information users can view when investigating a metric.

Dashboard access and Team type work together: access to a dashboard does not necessarily grant access to every underlying technical detail.

📝 Edit a Team

1. Go to System -> Auth Settings -> Teams.

2. Select the Team.

3. Update its name, type, or users.

4. Save the changes.

5. Validate the resulting dashboard and data access.

Changing a Team from Business to Technical may expose additional diagnostic information to every member of that Team. Review the Team’s membership before changing its type.

Remove a User from a Team

1. Go to System -> Auth Settings -> Teams and select the Team, or go to System -> Auth Settings -> Users and select the user.

2. Remove the Team assignment.

3. Save the changes.

4. Confirm that the user can no longer access the Team’s restricted dashboards and data.

Removing a user from one Team does not remove access inherited from another Team.

✅ Validate Team Access

Test Team configuration with a non-administrator account.

Confirm that the user:

💡 Recommended Practices