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Managing Teams (User Groups)

Organizing users into Teams within Fabius allows you to group individuals based on your organizational structure (e.g., Sales Development Reps, Account Executives, Customer Success). This setup is key for managing permissions effectively, viewing team-based reports, and applying specific settings or analysis configurations relevant to that group. Administrators typically manage teams under Settings -> Users & Teams -> Teams.
While Fabius might refer to these as “User Groups” in some backend contexts, you’ll primarily interact with them as “Teams” in the user interface.

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Viewing Teams

The main Teams page presents a list or table displaying all the teams defined in your Fabius account. For each team, you’ll typically see:
  • Name: The name given to the team. Clicking the name will take you to that specific team’s detail page where you can manage its members and settings.
  • Total Users: A count of how many users are currently members of the team.
  • Manager: The name of the user assigned as the team’s manager, if one is set.

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Creating a New Team

  1. Look for a button labeled “Create Team” or “Add Team” (usually located near the top of the Teams list).
  2. Clicking this button will open a pop-up window or modal for creating the new team.
  3. Enter a clear and descriptive Name for the team (e.g., “West Coast Sales”, “Enterprise Renewals”, “SDR Team Alpha”). This name will be used throughout Fabius to identify the team.
  4. Click “Create” or “Save”.
  5. The new team will be created and appear in the list. You can then click on its name to go to its detail page and start adding members, a manager, and viewers.

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Editing a Team

To modify an existing team’s details or membership:
  1. Navigate to the team’s detail page by clicking its name in the main Teams list.
  2. Click the “Edit” button to enable editing mode.
  3. You can now modify the following:
    • Team Name: Change the name of the team.
    • Team Members: Use the provided multi-select list or search box to add users to the team or remove existing members.
    • Team Manager: Use the dropdown list to select a single user who will act as the manager for this team. The manager often has special permissions related to viewing team performance or managing team-related settings. You can also choose to leave this blank or select an option to remove the current manager.
    • Team Viewers: Use the multi-select list or search box to add or remove users who should have permission to view this team’s data (typically in a read-only capacity). This allows stakeholders outside the team’s direct management line to monitor progress.
  4. Once you have made your desired changes, click the “Save” button. To discard changes made during the editing session, click “Cancel”.

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Deleting a Team

The specific method for removing a team might differ based on your Fabius setup.
  • Check for a Delete/Disable Option: While editing a team (Step 1 & 2 above), look for a “Delete Team” or “Disable Team” button or icon (often a trash can). If available, clicking this will likely remove the team from active lists.
  • Impact: Deleting or disabling a team usually only removes the grouping. The users who were members remain active in Fabius. However, any reporting, permissions, or settings specific to that team will no longer apply.
  • Alternative (If No Delete Option): If you cannot find a direct delete button, you may need to manually remove all Members, the Manager, and Viewers from the team via the Edit screen. You could then rename the team to indicate it’s archived (e.g., “ZZZ_Old Support Team”) to move it to the bottom of lists.
  • Contact Support: If you need to ensure a team is fully removed and cannot find an option, please contact Fabius support for guidance.
Next: Permissions & Visibility