Add, Edit, and Delete Teams and Team Members

A System Administrator can add, edit, or delete teams and team members at any time by completing these steps:

  1. From the top-left corner of the application, click the Menu icon to access the Navigation menu and select Settings > Teams.

     AddTeams-1.png

  2. To create a new team, complete these steps:
    1. Click the Plus icon.
    2. Enter a name for your team.
    3. Select members for your team. You can select multiple members if they will fall under the same role.
    4. Select the role for the member(s).
    5. Click Add to add the members under the Members field.
    6. Click Add to add the new team or Cancel to delete the entry.

     AddTeams-2.png

  3. To edit a team, complete these steps:
    1. Click on the name of the team. Do not click the circle icon next to the name.
    2. Revise the fields as needed.
    3. You can click the drop-down under a member name to revise the member’s role on the team.
    4. You can click the circle icon next to the member name to remove the member from the team.
    5. Click Save when you are finished or Cancel to undo all changes.

     AddTeams-3.png

  4. To delete a team, click the circle icon next to the name and click Confirm.

     AddTeams-4.png

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