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User Guide

OneTeam Services - Permissive by Design​


Within the scope of what is appropriate for you to see, your are generally allowed to make changes. In other words, the platform is designed to be permissive, but keep in mind when using OneTeam all changes you make are recorded in an audit trail. 

About this user guide

For clients (of consulting firms,) the dashboards and workflows are simple and designed to guide you through the process.​ Select from the menu on the left, under Client Users, for guidance on the key features you will use.

For those who work for the consulting firm, there are additional menus and features available to you, and the full extent of admin features that you have access to will depend on your role. You can check the role that you've been assigned by clicking on My Profile in the top menu. Refer to the left menu for step-by-step instructions to perform common admin and configuration tasks.

Roles in OneTeam Services​

Client User

Most people belonging to a client will be assigned to the this role. Client Users can make changes to projects that the are associated with (however they can't create other users or add them to projects).

Client Admin

This is a special role, which is not used in every implementation. If the consulting firm would like clients to be able to onboard their own people, then this role allows the user to create other users and assign them to the Client User or Client Admin role.

Team Member

Engagement Team Members that work for the consulting firm are assigned to this role. People in this role have full access to engagements that they have been added to by an Engagement Manager.

Engagement Manager

Essentially this is a super admin role, which is only ever assigned to people from the consulting firm. People in this role can create clients and engagements. The can create users and add them to engagements.

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