Editions Vol. 1
Teams

Teams: Control User Access to Jurisdictions, Clients, and Topics

Teams let admins define exactly what each group of users can see — which jurisdictions they access, which clients they work on, and which topics they track.

Granular Access Control for GR Organizations

Large government relations teams don't all work on the same files. A federal team shouldn't wade through state-level noise. A client-focused practice group shouldn't see work that belongs to a different account. Page Teams gives admins the tools to match the platform to how your organization actually operates.

What You Can Configure

  • Jurisdiction access — Define which governments each team can see. Grant access to all jurisdictions in a country, or select specific legislatures. A team focused on federal policy sees only federal; a state team sees only their states.
  • Jurisdiction monitoring — Within the accessible set, configure which jurisdictions the team actively monitors. Separates "can access" from "actively tracking" so the inbox stays clean.
  • Client scoping — Teams are linked to specific clients. Users only see intelligence for the accounts assigned to their team, keeping workspaces focused and client data appropriately separated.
  • Shared topics — Topics are configured at the team level. Every member of a team works from the same topic configuration, so nothing falls through the cracks when someone's out.
  • Member assignment — Add users to one or more teams. Admins can switch to any team to see exactly what that team sees — useful for verifying access configuration or troubleshooting.

Setting Up a Team

Teams are created through a step-by-step wizard in Settings: name the team, set jurisdiction access and monitoring, select clients, configure shared topics per client, assign members, and review. Editing an existing team follows the same flow.

Why It Matters for GR Teams

For organizations managing multiple clients, jurisdictions, or practice areas, a single undifferentiated workspace creates noise and risk. Teams solve this structurally — not by asking users to self-manage their views, but by giving admins controls that reflect how work is actually divided. The right people see the right intelligence, and nothing more.

teams access control jurisdiction management government relations client management

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