1.4.2 Teams

Managing Teams

Available with the Following Subscriptions: All Subscriptions
Available for the Following Roles: Company Admin, Company Manager

Teams allow you to group users for easier management of Project Roles. You can manage Teams from the Company Settings page under User Management.


Creating Teams

Follow these instructions to create a Team of users:

  • Click on the "Teams" tab on the list menu.
  • Click the "Create" option at the top of the Teams list menu.

01.png

  • Fill in the Create Team pop-up menu.
  • Click Create Team button to confirm action.

02.png

 

Adding Users to a Team

Follow these instructions to add a user to one of your Teams:

  • Click the Add button at the top of the Users list menu.

03.png

  • Fill pop-up menu box with the names of intended users.
  • Click Add Users to confirm action.

04.png

 

Removing Users from Team

Follow these instructions to remove a user from one of your Teams:

  • View the list of Users on the list menu.
  • Click the X button next to the user's name.

05.png

 

  • On the pop-up menu, select the Yes, Remove to confirm action.

06.png

 

Deleting a Team

Follow these instructions to delete one of your Teams:

  • Hover mouse pointer over the team's name on the Teams list menu.
  • Click on the three dots menu next to the team name.
  • Click the Delete option on the dropdown menu.

07.png

  • Select Yes, Delete Team to confirm action.

08.png

 

Editing Team Name and Description

Follow these instructions to edit the name and/or description of one of your Teams:

  • Hover mouse pointer over the Team's name on the Teams list menu.
  • Click on the three dots menu next to the team name.
  • Click the Edit name and description option on the dropdown menu.

09.png

  • On the pop-up menu, add Team Name and Description.
  • Click Confirm to accept changes.

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