Administration

What is the difference between teams and security roles?

Teams organize people and work assignment; roles grant permissions.

Updated Jul 21, 2026 ยท Version 1
Teams group users for workflow assignment, visibility, and approval routing. Security roles grant capabilities such as viewing entities, designing forms, reviewing conflicts, or administering the system. A team can carry one or more roles, and a user can also receive roles directly. Keep the two concepts separate so workflow membership does not accidentally become broad system access.