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All Courses > Org and Team Management

Org and Team Management

Setting Team Profiles

We know that not every team is alike, so using Team Edition, you can customize default filters for individuals in your organization by creating defaults tailored to your teams. To leverage team-specific defaults, first, create teams.

Step 1: Create Teams

After you’ve established your organization’s profile and added users, you can begin creating teams. As an Org Admin or a Team Admin, access Profile > Admin > Teams and “Create a New Team”. You can now add users to your new team.

 

Step 2: Customizing Defaults for Teams

After you have created your teams, simply choose the teams for which you want to customize defaults, then update Topics, Regulatory Sources, News & Premium Content and/or Document Types. Once you have your teams and team defaults established, each individual user’s defaults are set according to their team(s)’ defaults.