---
title: Guide to managing user access via Teams
description: This article applies to Team and Legacy editions. Access to resources within Centercode, whether surveys or software downloads, feedback, or forums, is controlled by the combination of Teams and Roles
---

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# Guide to managing user access via Teams

## Manage access to resources by adding and removing accounts using a multitude of Centercode tools

This article applies to **Team** and **Legacy** editions.

In Centercode, access to resources — such as surveys, software downloads, feedback, and forums — is controlled by the combination of **Teams** and **Roles**. Because you may need to adjust a user's team assignment multiple times throughout a project, Centercode provides several methods for doing so: from initial account creation and triggered automation to manual corrections. This article covers each of those methods.

1. [Recruiting](https://help.centercode.com/en/guide-to-user-team-management#recruiting)
2. [User Summary](https://help.centercode.com/en/guide-to-user-team-management#user_summary)
3. [Team Management](https://help.centercode.com/en/guide-to-user-team-management#team_management)
4. [User Management Actions](https://help.centercode.com/en/guide-to-user-team-management#user_management)
5. [Macro Automation](https://help.centercode.com/en/guide-to-user-team-management#notice_macro)

### Using Recruiting

Recruiting is the first line of assigning users to teams. It's through these resources (Community and Project scope, respectively) that user accounts start their voyage into your Customer Validation program. As the first line of assignment, all subsequent Surveys, Notices, etc. hinge on where the user is placed. [Check out our available self-help resources describing Recruiting here](https://help.centercode.com/en/create-or-modify-a-recruitment?hsLang=en).

### Using the User Summary for ad-hoc Team adjustments

If you know precisely which users whose teams you need to adjust, accessing their User Summaries directly is the easiest and most straightforward method.

[![Image from Gyazo](https://help.centercode.com/hs-fs/hubfs/Knowledge%20Base%20Resources/Knowledge%20Base%20Import/1391b42ebf7a92a5b6813bd70d7d19e3.gif?width=670&name=1391b42ebf7a92a5b6813bd70d7d19e3.gif)](https://centercode.gyazo.com/1391b42ebf7a92a5b6813bd70d7d19e3)

1. Type some identifying information into the platform **Search Bar**  
   *This could include all or part of their name, email address, or Username*
2. **Wait** for the QuickSearch to populate a short list of results
3. Click the name of the user whose team you want to adjust  
   *This will take you to their User Summary*
4. Select the appropriate project/scope in the upper right dropdown menu
5. Select the **Modify access/Modify project access**in the left-hand menu
6. Check on or off the user's teams as appropriate  
   *Note that you will need to expand the Team Types to avoid adding the user to* all *teams of that type*
7. Click **Update community/project access** (depending on scope) to confirm

### Using the Team Management tool

It is also possible to add one or more users to an existing team if you already have a spreadsheet of email addresses.

From the Project homepage:

1. Click **Management \> Users \> Teams**
2. Mouse over the team you want to add users to and click the **Import** button
3. Add email addresses to the **Add users** field, 1 per line
4. You can optionally select additional teams in the **Team** section to add the user to more than one team at a time
5. Click the **Submit** button to confirm

From the Community homepage:

1. Click **Community management \> Teams**
2. Mouse over the team you want to add users to and click the **Import** button
3. Add email addresses to the **Add users** field, 1 per line
4. You can optionally select additional teams in the **Team** section to add the user to more than one team at a time
5. Click the **Submit** button to confirm

### User Management Actions

As a common practice after an application process, where users are screened based on their Qualification Survey responses, managers often turn to automated team adjustments to fine-tune their end-user access to various resources. This is typically done in two ways: via **User Management Actions** or automated **Notice Macros**.

*Note: Please refer to the Macros FAQ if you're unfamiliar with creating Macros. When creating your Macro, consider adding users to a Team and removing from the previous Team.* 

[![Image from Gyazo](https://help.centercode.com/hs-fs/hubfs/Knowledge%20Base%20Resources/Knowledge%20Base%20Import/168e47608cca67498a22f846c1db97f1.gif?width=670&name=168e47608cca67498a22f846c1db97f1.gif)](https://centercode.gyazo.com/168e47608cca67498a22f846c1db97f1)

1. Perform the usual User Management search using appropriate Filters and Views  
   *Skip to Step 4 if you know the results of your Filter and want to apply the adjustment to* all *results*
2. Click **Perform Action** to display your list of results
3. Select the users whose teams you want to adjust
4. In the **Action** drop-down menu, select **Add users to team** and **Submit**
5. To add to an existing team, select the team from the drop-down menu;  
   To create a new team on the fly, select the **Add to new team** option and enter the appropriate details;  
   To add the users to a team while simultaneously removing them from all their *other* teams, select the **Remove users from previous teams** check box
6. Click **Submit** to confirm

![](https://help.centercode.com/hs-fs/hubfs/Knowledge%20Base%20Resources/Knowledge%20Base%20Import/9cef58dcaa5457e9b704d92ae02bd350.png?width=670&height=410&name=9cef58dcaa5457e9b704d92ae02bd350.png)

### Automation via Notice Macro

Automating team assignments via Notice Macros requires a pre-configured Macro that adds users to a target team (and optionally removes them from a previous team) when a Notice is triggered. Follow these steps to set this up:

1. Create or open an existing Notice in your project
2. In the Notice settings, navigate to the **Macros** section
3. Add a Macro action to **Add user to team** and select the target team
4. Optionally, add a second action to **Remove user from team** to revoke prior team access
5. Save the Notice — the Macro will trigger automatically when the Notice conditions are met

 For a full overview of creating and configuring Macros, see the [Notices FAQ](https://help.centercode.com/en/notices-faq?hsLang=en).

### Notes

- To select individual teams for assignment, expand the **Team Types** by clicking their label text — this prevents accidentally adding the user to every team within that type. For example, the **Applicants** Team Type contains three teams: **New Applicants**, **Rejected Applicants**, and **Accepted Applicants**.

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