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Manage Teams in Valuecase
Manage Teams in Valuecase

Reflect your company's organizational structure with our Team Management feature.

Niclas Aunin avatar
Written by Niclas Aunin
Updated over a week ago

Teams are ideal for large go-to-market organizations to structure their teams within Valuecase.

  • Template Management: Assign specific templates to teams. For instance, only the UK Sales Team can access the UK Sales Template.

  • Restrict visibility: Users see only the spaces belonging to their teams

  • Organize members: Admins can easily get an overview of all Valuecase user by team.

In this article, we'll share insights on how to setup teams, how to assign Templates to teams, a detailed description of the visibility rules for each permission type and best practices.

Please note: Team Management feature is available with our enterprise plan. Contact us if you like to get access.

Setup teams and assign users (Admin permission required)

To get started you need to create teams and assign users. By default you will always have the team "Everyone in [your company name]". Every user in your account is part of it, and by default all Templates can be used by all people organization-wide.

Create a new team

Here are the steps to setup teams:

  1. Go to Administration > Team Management.

  2. Click '+Create team' in the upper right corner.

  3. Provide a team name and add members from the user list.

  4. To finalise, click 'Create team'.

Add a member to an existing team

You can always add more members to an existing team:

  1. Navigate to a team and click the team name.

  2. Click '+ Add Member'.

  3. Select users and confirm the addition.

Note: Before adding members to a team, you must first create an account in the User Management section. When inviting a new user, you'll also get the option to assign them to a team.

Remove Members and Delete Teams:

  • Remove Members:

    • Use the 3-dot menu in the Team Overview and select 'Delete from Team.'

    • After removal, that person will no longer have access to Spaces belonging to the respective team.

  • Delete Teams:

    • Click the 3-dots next to the '+Add Members' button and select 'Delete.

    • Only the team will be deleted, not the user accounts, spaces, or templates associated with the team.

    • If they are not part of any other team, they will be assigned to the default 'Everyone' team to ensure they are not lost.

Manage Templates and Spaces

Teams are a great way to steer visibility. There are two main benefits of assigning teams to Templates:

  • Standardization: Make sure people can only select from Templates that are relevant for them during space creation.

  • Visibility control: Spaces in the space list will only be shown to users that are part of the respective team or added as a collaborator.

Assign Templates to teams

  • Assign Templates to Teams:

    • During template creation, select a team from the dropdown in the first field of the template creation dialogue.

    • To edit an existing template, use the 3-dot menu in the template list, select 'edit name & description'.

    • You can select one or multiple teams.

Space creation

Teams impact space creation in two ways:

  • Select Team(s): When adding information about your buyer, you can now also select Team access. Simply click on the dropdown next to 'Team Access.'

  • Template Selection: When selecting a template, you will only see templates from teams you are part of.

Editing Teams for Existing Spaces:

To edit teams for a space, go to the space list at and click on the 3-dot menu next to the space you wish to modify.

Filtering for Spaces by Team:

You can easily filter for spaces that are part of a specific team. Just click on the 'Team Filter' (second filter from the left) and select one or more teams in the dropdown. Users with Admin permissions can view all teams; everyone else can only filter for teams they are part of.

Summarising access and visibility capabilities

Teams ensure that individuals only see spaces in Valuecase to which they have access. Here's how we implement visibility settings:

  • Access to Spaces & Templates: Users can only view the spaces and templates of their respective teams.

  • Creating Spaces & Templates: Users may only use templates from their teams to create spaces.

  • Assigning Spaces & Templates to a Team: Users can assign spaces and templates to teams they are not part of, facilitating operational flexibility, such as during a handover.

  • Space Ownership & Collaboration: Space ownership and internal collaboration override team assignments; owners will always retain access.

  • Administrator Role: Admins have access to all spaces and templates.

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