Team management: How to create and sync teams and add members to them

Create teams, add users and devices into them, and sync teams from Active Directory and Entra ID. Efficiently customize data protection for different departments.

In this article, you will learn:

 

Introduction: Why use teams

Teams allow you to organize and manage users and devices and apply different policies to them. This way, you can customize data protection for different departments that have different data security and compliance needs. For example, you might have stricter policies for departments that handle sensitive data compared to departments that don't.

 

How to create a team

You can create teams to efficiently customize data protection for different departments.


  1. Go to Users > Teams tab.
  2. Click Create team.
  3. Enter the name of the new team and choose its parent team from the drop-down menu.

You cannot add new teams into the Unknown team or into teams synced from Active Directory or Entra ID, so you will not see these in the drop-down menu.

 


How to add users and devices to teams

  1. Go to Users > Teams tab, and click the team to which you want to add new members.
  2. Click the Actions drop-down menu and select Add member.
  3. You can select the desired users and devices from the user tree or search them by name in the search bar.

If you select a team, all the users and devices from the team and all its child teams will be added. The child teams themselves will not be added.

 

 

How to sync users and teams from Active Directory (on-premises only)

This information applies only to Safetica hosted on-premises.

Safetica can be synchronized with your Active Directory. To sync user accounts and devices to your Safetica user tree, you need the companion Safetica Maintenance Console:

  1. Open Safetica Maintenance Console and click Profile.
  2. Click server settings and go to the Active Directory section.
  3. If required, fill in the username and password of an account with access to all the domains you want to use.
  4. Click Add and select the nods you want to synchronize
    • Department – if you have departments defined in your Active Directory, you can choose which to import into the Safetica user tree. lick Add and select the nods you want to synchronize.
    • AD node – import selected nodes from your Active Directory. All the domain users and devices from these nodes will be loaded into Safetica user tree (in the same structure and teams as you have in your AD).
    • Security group – if you have security groups defined in your Active Directory, you can choose which to import into the Safetica user tree. 
  5.  By default, Safetica synchronizes with Active Directory every 4 hours; you can also do that manually by clicking Synchronize now.

Selected devices and user accounts will appear in the Active Directory team.

Teams imported from Active Directory are highlighted with a blue tree icon and cannot be edited in any way (can't be removed, moved, renamed, and you can't add/remove users or child teams).

 

How to sync users and teams from Entra ID

To sync users and teams from your Entra ID, you must add your Microsoft 365 tenant.