Team Management

Organize your teams. Stay in control

Organize your teams. Stay in control

Create teams and hierarchies, grant the right access, and partition data and assets. With clear guardrails and auditability, every user gets what they need while sensitive work stays protected.

A dashboard showing organized teams with clear hierarchies, access controls, and partitioned data, visualizing effortless team management and security.

Team Management

Organize your teams. Stay in control

Organize your teams. Stay in control

Create teams and hierarchies, grant the right access, and partition data and assets. With clear guardrails and auditability, every user gets what they need while sensitive work stays protected.

Team Management

Organize your teams. Stay in control

Organize your teams. Stay in control

Create teams and hierarchies, grant the right access, and partition data and assets. With clear guardrails and auditability, every user gets what they need while sensitive work stays protected.

Manage users, teams, and access with confidence

Structure your org in Hoop using teams and roles, then apply fine-grained permissions and partitions to keep focus tight and data safe.

Set up teams and hierarchy

Create teams and sub-teams to mirror your org.
Assign default ownership for routing and reporting.
Filter views and dashboards by team for faster coaching.

A dashboard showing team hierarchies, roles, and partitioned data access controls, with clear audit trails.

Assign roles and permissions

Use role-based access to control create, edit, delete, and export rights by object and tool. Grant approval and publish rights only where needed.

A user permissions form with checkboxes for create, edit, delete, export, approve, and publish rights across different objects and tools.

Partition data and content

CRM records

Limit object visibility and editing to the right users and teams.

Assets

Partition lists, forms, emails, pages, and workflows to reduce cross-team noise.

Inbox and conversations

Route channels to teams with scoped access and clear ownership.

A dashboard with segmented CRM records, partitioned asset lists, and an inbox routing conversations to different teams.

Governance and security

Single sign-on and multi-factor authentication.
Audit logs for key changes to users, roles, and assets.
Approval steps for publishing and sensitive actions.

A dashboard showing audit logs, user roles, and approval workflows, emphasizing secure actions and single sign-on.

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