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Redtail - Creating Redtail Teams

Go to https://accounts.redtailtechnology.com/ and login with your Redtail credentials.

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To begin the Redtail client permissioning, go to Manage Your Account and click Manage Database Users & Teams.

 

We will need to create two teams. One for All Redtail Records and one for inStream Clients. Click Create New Team.

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Select the team members who should be included in this first team, All Redtail Records, and click Create New Team.

 Next, create the inStream Clients team by clicking Create New Team.

 

Select the team members who should be included on the inStream Clients team, and click Create New Team.

Next, go to your Contacts list so we can begin the team permissioning. Select all of the clients to be permissioned to the All Redtail Records team.

Click the Options drop-down from the Results Options and click Bulk Permission Change.

 

From the drop down menu, choose the Selected Database Team option, and choose the All Redtail Records team. Make sure to check the box to Replace existing permissions.

Redtail_-_Client_Permissions4.png

Click OK to accept the permissioning of the new team.

Redtail_-_Client_Permissions5.png

Next, go back to your Contacts list and select all of the contacts to be permissioned to the inStream Clients team.

Click the Options drop-down from the Results Options and click Bulk Permission Change.

 

From the drop down menu, choose the Selected Database Team option, and choose the inStream Clients team. Make sure to check the box to Replace existing permissions.

Redtail_-_Client_Permissions7.png

Click OK to accept the permissioning of the new team.

Redtail_-_Client_Permissions5.png

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