Your Team on Plauti Server
The Team is used to add users in Plauti Server to collaborate on tasks, such as starting jobs or keeping an eye on the job status.
- Plauti Cloud can have several Teams
- Plauti Server has one Team
- Plauti Desktop does not use Teams since it's installed locally for one user.
The team is connected to Salesforce Orgs and Dynamic 365 Environments via one or more Connections. Team members need access to your Orgs and environment to be able to join a team.
At bottom left you'll find Team Management. Here you can manage and view the details of your team. All team members have access to Team Management, but it depends on a user's role to what extent they can make changes.
Read more about managing the team on the Team Management page.