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Resolves and manages sales and dealer teams: which organisation is the "team" for a given profile, which teams exist for the configured team organisation type, and who belongs to them. Reached from server-side JS as the teamManager service, and used throughout the leadman, team-lib and sales-data apps to scope leads, metrics and search results to a user's team. The active team organisation type and which groups count as team groups are configured on TeamApp.
Group: Managers
Properties
| Property | Returns | Description |
|---|---|---|
| selectedGroups | List<Group> | The groups configured on the team app as counting as team groups for the current tenant. When set, team member lookups are further restricted to profiles with a membership in one of these groups. |
| teamOrganisation | Organisation | Resolves the selected team organisation for the currently logged-in user. Prefers the user's team-selection cookie if one is set, then falls back to the same logic as teamOrganisation: User Administrator membership, then membership in the configured team organisation type, then the first primary non-root membership, then Administrator membership. Returns null if there is no current user or no team can be found. |
| teamType | OrgType | The organisation type used to identify teams, as configured on the team app for the current tenant. Falls back to the default team org type if none has been explicitly selected. |
Methods
searchUsers(String q, List<Organisation> teams, Group role, List<Group> selectedGroups) · teamOrganisation(Profile p) · getTeamOrganisation() · getTeamType() · getSelectedGroups() · allTeams() · allTeams(OrgType teamType) · teamMembers(Profile curUser, OrgType teamOrgType) · allTeamMembers(OrgType teamOrgType) · allTeamMembers(OrgType teamOrgType, List<Group> teamGroups) · teamsForUser(Profile curUser, OrgType teamOrgType) · changeGroupState(String groupName, boolean selected) · setSelectedOrgTypeName(String orgTypeName)
searchUsers(String q, List<Organisation> teams, Group role, List<Group> selectedGroups)
Returns: List<KSearchHit>
Searches the profile search index for users matching a free-text query, optionally restricted to a set of team organisations and to a specific role or set of groups. Matches on first name, surname, nickname, username, email and phone using a prefix match on each search term. This is an expensive lookup that queries Elasticsearch.
| Parameter | Description |
|---|---|
q | free-text search query, tokenised and matched as a prefix against name, username, email and phone fields; may be blank to skip text filtering |
teams | organisations to restrict the search to, or null/empty to search across all teams |
role | if given, only profiles with a membership in this group are returned; takes precedence over selectedGroups |
selectedGroups | if role is null, restricts results to profiles with a membership in any of these groups |
teamOrganisation(Profile p)
Returns: Organisation
Finds the best team organisation for the given profile. If the profile is the current user this delegates to getTeamOrganisation so the user's cookie-based team selection is honoured; otherwise it falls back, in order, to the user's User Administrator membership, then their membership in the configured team organisation type, then their first primary non-root membership, and finally their Administrator membership. Returns null if the profile is null or no team can be found.
| Parameter | Description |
|---|---|
p | the profile to find a team organisation for |
getTeamOrganisation()
Returns: Organisation
Resolves the selected team organisation for the currently logged-in user. Prefers the user's team-selection cookie if one is set, then falls back to the same logic as teamOrganisation: User Administrator membership, then membership in the configured team organisation type, then the first primary non-root membership, then Administrator membership. Returns null if there is no current user or no team can be found.
getTeamType()
Returns: OrgType
The organisation type used to identify teams, as configured on the team app for the current tenant. Falls back to the default team org type if none has been explicitly selected.
getSelectedGroups()
Returns: List<Group>
The groups configured on the team app as counting as team groups for the current tenant. When set, team member lookups are further restricted to profiles with a membership in one of these groups.
allTeams()
Returns: List<Organisation>
Finds all teams using the team organisation type configured for the current tenant. This is an expensive lookup that queries the organisation search index.
allTeams(OrgType teamType)
Returns: List<Organisation>
Finds all organisations of the given team organisation type. This is an expensive lookup that queries the organisation search index for every org of that type, up to 10000 results.
| Parameter | Description |
|---|---|
teamType | the organisation type identifying teams; if null an empty list is returned |
teamMembers(Profile curUser, OrgType teamOrgType)
Returns: List<Profile>
Finds all profiles who are members of any team that the given user belongs to, for the given team organisation type. This is an expensive lookup: it resolves the user's teams then loads the full member list of each one.
| Parameter | Description |
|---|---|
curUser | the profile whose teams are used to find fellow team members |
teamOrgType | the organisation type identifying teams |
allTeamMembers(OrgType teamOrgType)
Returns: List<Profile>
Finds every profile that is a member of any team of the given team organisation type, across all teams, with no further group restriction. This is an expensive lookup capped at 100 results.
| Parameter | Description |
|---|---|
teamOrgType | the organisation type identifying teams |
allTeamMembers(OrgType teamOrgType, List<Group> teamGroups)
Returns: List<Profile>
Finds every profile that is a member of any team of the given team organisation type, further restricted to profiles who also belong to one of the given groups. This is an expensive lookup capped at 100 results.
| Parameter | Description |
|---|---|
teamOrgType | the organisation type identifying teams; if null no teams are found and an empty list is returned |
teamGroups | if given, restricts results to profiles with a membership in one of these groups |
teamsForUser(Profile curUser, OrgType teamOrgType)
Returns: List<Organisation>
Finds the distinct organisations of the given team organisation type that the given user is a member of.
| Parameter | Description |
|---|---|
curUser | the profile whose team memberships are looked up |
teamOrgType | the organisation type identifying teams; if null an empty list is returned |
changeGroupState(String groupName, boolean selected)
Returns: void
Adds or removes the named group from the team app's configured set of team groups for the current tenant.
| Parameter | Description |
|---|---|
groupName | the name of the group to add or remove from the configured team groups |
selected | true to add the group to the configured team groups, false to remove it |
setSelectedOrgTypeName(String orgTypeName)
Returns: void
Sets the organisation type used to identify teams for the current tenant, on the team app.
| Parameter | Description |
|---|---|
orgTypeName | the name of the organisation type to use as the team org type |
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