This can be done in multiple ways.
Roles is the default and easiest way, this is directly built into teamdesk, and works everywhere.
You may also create your own groupings of users to supplement Roles. The works in most security places and the most important places.
We (WatersWebWorks) do this by adding a Table Called "TEAMS/GROUPS" and making a Many-Many Relation to User Properties. This allows us to assign a person to multiple "TEAMS/GROUPS"
We then use a Custom Formula in all the security areas to limit access.
We will be making Tutorials on Security in the near future.
If you are unfamiliar with Roles and cannot wait for the Tutorials (maybe a couple months, sorry), I would be happy to give you a very quick review of how they work, maybe 30 min, just email me at
Setting up Teams is much more complex. You will need to be very familiar with relations. If you are confident with relations and user properties table, I can show you the way to use them in security really quick.
If you are a bit "fuzzy" on relations.. (don't worry, we all are, I certainly am, and I made the tutorials,); I recommend you check out the new series of Tutorials we just made about relations first. You absolutely will need it to make Teams/Groups work.
The Relations Tutorial Series is not 100% done.. we have a couple more to make, the will be finished in the next week or so, unless life gets in the way! Probably before you can finish watching the current ones, unless you can manage to watch them all back to back without going into a coma!!
You can find the videos herehttps://www.teamdesk.net/videos