Teams

Teams group users together (a Sales team Berlin, an Installation crew north) so you can attach a whole group to a project at once, and so who-sees-what follows your structure. This page covers how teams show up in your day-to-day CRM work. Team setup itself (creating teams, splitting them into leaders and members, the team calendar) lives in the Settings guide Create and structure a team. This page assumes your teams already exist.

Before you start

• If you don't see any team options, contact your Reonic account manager.
• Set up your teams first in Settings > Company settings > Users & Teams. See Create and structure a team for the full walkthrough.
• The choice that matters on every team is the leader versus member split, because it drives who sees assigned work.

Assign a team to a project

1. Open the project you want to assign.
2. Set the Key Account first: the single person who owns the customer relationship. There is exactly one per project, it's the name on the offer and installation documents, and it's the basis of sales reporting.
3. Add any co-handlers as additional assigned users.
4. Attach the team to bring its structure to the project.
5. Click Save.

Note: Attaching a team grants access to the team leader, not automatically to every member. The leader then re-assigns the work down to specific people as needed.

How team visibility works

The leader-versus-member split decides who sees assigned work:

• Team leaders receive access to whatever is assigned to their team. They can open the work and re-distribute it to specific members.
• Team members don't receive assigned work automatically. They see it when they have a separate path to it: as the Key Account, as an individually assigned user, or through their own role.

Users with restricted view rights (external or restricted users) see a project only when it is assigned to them, so an external team member sees it once you assign them individually. For users with broad view rights, teams are purely a structural grouping and the leader-only behaviour does not change what they already see.

Things to know

• Assignment drives reporting, not just access. The Key Account is the unit sales reporting attributes the deal to, so keep it accurate. Setting a new Key Account replaces the previous one. There is no co-Key-Account.
• A team can be attached alongside another. Adding a team keeps any team already assigned. To swap, remove the first, then add the second.
• Team setup is admin-only and lives in Settings. Creating teams, adding people, and setting leaders are all on the Settings side. See Create and structure a team.
• Members aren't notified automatically. When the leader receives the team's work, distributing it to individual members is a manual step.

Need help?

Contact Reonic support.

Last updated on August 4, 2026