Backoffice Teams: what are they for and how do they work?
Why create Backoffice Teams
Backoffice teams are used to give access to a group of administrators to a specific Course, Itinerary, or Project Space.
This is really useful if you have spaces contracted with external clients and you want to give them access to manage specific content on your platform, but you don't want them to have access to others.
For example, you can create a backoffice team for ABC Company, so that the associated administrators only have access to the Content Marketing course, and the Space Project "ABC Company Marketing Program".
When these administrators access the Daily Management Courses section, only the "Content Marketing" course will appear in the list, which they will be able to edit.
This is really useful if you have spaces contracted with external clients and you want to give them access to manage specific content on your platform, but you don't want them to have access to others.
For example, you can create a backoffice team for ABC Company, so that the associated administrators only have access to the Content Marketing course, and the Space Project "ABC Company Marketing Program".
When these administrators access the Daily Management Courses section, only the "Content Marketing" course will appear in the list, which they will be able to edit.
The same happens in Spaces, they will only see the "ABC Company Marketing Program" project available. They will be able to view the associated users, see the reports and download project data, among other things.
While the other sections of daily management and configuration of the platform will appear as inaccessible.
Let us now see step by step how to assign an administrator user to a backoffice team.
Create and assign backoffice groups
1. Go to Daily management > Administration > Backoffice teams.
2. Click on the button "Create new backoffice team".
3. Name the team, add a description if necessary and assign admin users. You can search for existing administrators or create new ones.
Admin users must have the role of "Platform Manager" or "Collaborator" to have access to Spaces.
4. Go to the course, path or space group to assign the Backoffice Team to a project.
5. In the "Actions" column select the "Edit" option.
6. Add the backoffice team.
That's it, now that Backoffice Team will have access to that group and its associated projects.
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