--- title: "Teams" slug: "teams" tags: ["apply for a role in a job", "assign contact to role", "create a new role for a job", "number of positions of a role", "set up a team", "team permissions", "teams"] updated: 2026-04-21T01:51:04Z published: 2026-04-21T01:51:04Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt > Use this file to discover all available pages before exploring further. # Teams Admin Content When a job is created, you can create a team that defines the people involved in the job. Each role in the team can be assigned permissions to access data and work on the job. In this topic, you will learn how to set up a team with different roles, create and edit roles, assign contacts to roles, and assign different permissions to these roles. These roles can be used to assign tasks and utilise workflows. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwithteams.doc-image-r4ve74od.png) The 12d Synergy Administrator can perform all the actions listed in this topic. Apart from creating a team, the following users can also perform the other actions listed in this topic: - [Job Administrator](/v1/docs/v5permissions#1721-job-administrator) - Any user for whom the [**Can Manage Teams**](https://help.12dsynergy.com/docs/v5permissions) permission is set ### 1.1. How to Set up a Team 1. In the **12d Synergy Client** application, right-click the job for which you want to create a team. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwithteams.doc-image-6tvgm4re.png) > [!NOTE] > If you have the**Can Manage Teams** checkbox selected, then you can set up the team using the **Edit team permissions** option that is displayed in the right-click options for a job. 2. Click the **Edit** option. The **Edit a Job <*job name*>**window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/editjob1(2).png) 3. Select the **Permissions** tab from the left panel. 4. Select the **Job Roles** tab from the right panel. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwithteams.doc-image-p3km0khe.png) | Alphabet | Component | Description | | --- | --- | --- | | **A** | Name of the Roles created | Displays the list of the roles applicable for the selected job | | **B** | Number of positions | Enables you to set the number of positions for the selected role in panel **A** | | **C** | Permission Sets | Displays the permission sets. A permission set is a group of related explicit permissions under one single name. For example, the **Data Writer** permission can include explicit permissions such as viewing, writing, leaving notes, creating folders, and creating files. You can define a permission set by clicking the **D** button. | | **D** | Set info button | Enables you to define permission sets by selecting the related and applicable explicit permissions in the **Permission Set Info** window. | | **E** | Explicit permissions | Displays the list of explicit permissions that can be applied to the roles | | **F** | Add and remove a role | Enables you to add a new or existing role to the job, and remove a selected role in panel**A**. | | **G** | Save button | Saves the changes made to the job roles and permissions | | **H** | Close button | Closes the window | 1. You can do any of the following in this window: - [**Create and define a new role for the selected job**](https://help.12dsynergy.com/docs/workingwithteamsdoc#111-how-to-create-and-define-a-new-role-for-a-job) - [**Apply an existing role for the selected job**](https://help.12dsynergy.com/docs/workingwithteamsdoc#112-how-to-apply-an-existing-role-for-a-job) - [**Set the number of positions of a role for the selected job**](https://help.12dsynergy.com/docs/workingwithteamsdoc#113-how-to-set-the-number-of-positions-of-a-role-for-a-job) - [**Remove a role for the selected job**](https://help.12dsynergy.com/docs/workingwithteamsdoc#114-how-to-remove-a-role-for-a-job) - [**Edit an existing role for the selected job**](https://help.12dsynergy.com/docs/workingwithteamsdoc#115-how-to-edit-an-existing-role-for-a-job) 2. Click the **Save** button. #### 1.1.1. How to Create and Define a New Role for a Job You must be a 12d Synergy Administrator to create a new role. 1. In the **Edit a Job > Permissions > Job Roles**tab, click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwithteams.doc-image-f9xf6vsf.png) button. The **Add role** prompt is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwithteams.doc-image-lzkb4wuk.png) 2. Click the **New** option. The **Define a Role** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwithteams.doc-image-7w9yj7rl.png) 3. Enter the name of the role to be created in the **Role name** box. 4. Click the **Save** button. The role is created and is added to the **Name** panel (A). 5. Select the newly created role from the **Name** panel (A). 6. In the **Permission Sets** panel and/or **Explicit Permissions**panel, select all the relevant permissions that apply to the new role. - You must be a 12d Synergy Administrator to create a new role. - For more details about permissions, [see Permissions](https://help.12dsynergy.com/docs/permissionsdoc). 7. Click the **Save** button. #### 1.1.2. How to Apply an Existing Role for a Job 1. In the **Edit a Job > Permissions > Job Roles**tab, click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwithteams.doc-image-d9ve3dsm.png) button. The **Add role** prompt is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwithteams.doc-image-0ofrwouu.png) 2. Click the **Existing** option. The **Select a Role** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwithteams.doc-image-fxc7pyrv.png) 3. Do one of the following: - Select the required role. - Press the **Ctrl** key and select multiple roles. 4. Click the **Select** button. The role(s) is/are added to the **Name** panel (A). #### 1.1.3. How to Set the Number of Positions of a Role for a Job 1. In the **Edit a Job > Permissions > Job Roles**tab, select the required role from the **Name** panel (A). 2. Enter the number of positions of the selected role in the **Num Positions**box. #### 1.1.4. How to Remove a Role for a Job 1. In the **Edit a Job > Permissions > Job Roles**tab, select the required role from the **Name** panel (A). 2. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwithteams.doc-image-47r31iyq.png) button. The selected role from the **Name** panel is removed from the list. #### 1.1.5. How to Edit an Existing Role for a Job 1. In the **Edit a Job > Permissions > Job Roles**tab, select the required role from the **Name** panel (A). 2. In the **Permission Sets** panel and/or **Explicit Permissions** panel, select all the relevant permissions that apply to the new role. For more details about permissions, see [Permissions](https://help.12dsynergy.com/docs/permissionsdoc). 3. Click the **Save** button. The selected role will now have the newly selected permissions. #### 1.1.6. How to Assign a Contact to a Role 1. In the **12d Synergy Client** application, click the **Team** link in the tree structure of the job for which you want to assign contacts to the team roles. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwithteams.doc-image-tss3fzsu.png) The team is listed on the right panel of the window. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/team1(3).png) 2. In the **Contact** column, click in the cell next to the role you want to assign. A blank cell in the **Contact**column indicates that the corresponding role has not yet been assigned to anyone. You can either click a blank cell to assign a contact or click an already assigned contact to reassign the role to another contact. The **Find a Contact** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwithteams.doc-image-yrat6voq.png) 3. You can search for a contact with any of the following options: - **Quick Find** and **Use** button - **First name** - **Last Name** - **Email** address - **Other Attributes** - Newly added attributes by clicking the**![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwithteams.doc-image-y4h6jufg.png)**icon button**** - **Job Team**tab - **Job Contacts** tab - **Recent** tab - Options for selecting the type of users - You can create a new user by clicking the **Create** button and assigning them to the selected role. - You can also assign the role to yourself by clicking the **Me** button. 4. Click the **Find** button. The **Search Results** are displayed. 5. Select the required contact and click the **Select** button. The selected contact is displayed in the cell against the role selected in **step 2** of this procedure. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/team2(1).png)