Manage User Teams
Kate G avatar
Written by Kate G
Updated over a week ago

Overview

Once you’ve created user teams, you can add or remove members, update the team profile, or delete the team at any time. In this article, we’ll go over everything you need to know to manage teams.


Find a Team

Click Management in the top menu.

In the left menu, click Access Control and select Teams in the submenu.

Use the search fields at the top to find your team. All matching results will appear below.

Click the pencil icon to the right of the team to view its profile and make changes.


Edit a Team Profile

Open the desired team profile and make the desired edits in the top section. To remove the Team image click the trashcan icon in the top right. Use the Upload button to add a new image from your device.

You can edit the Team Name by simply entering a new label in the field.

To remove tags, click the X. You can add one or more new tags.

When done, click Save in the section corner.


Add a Team Member

Open the desired team profile and click Add Members.

The Add Team Members window will open. Use the checkmarks to select the users you want to add to the team. To find users, use the top search bars.

You can search based on the following:

  • Teammate - A user’s name.

  • Location - Users that are assigned to specific locations.

  • Tags - Tags assigned to a user profile.

Click Add when you’re done.

Your changes are automatically saved.


Remove a Team Member

To remove team members, open up the desired team profile and scroll to the Team Member section.

Click the X to remove any team member.

To find a specific team member, use the search bar at the top of the section.

Your changes are automatically saved.


Delete a Team

Use caution when deleting teams, this cannot be undone.

You can delete a team directly on the Teams page by clicking the X to the far right of the team row.

You can also delete a team by opening the team profile and clicking Delete team.

Either way, you will be prompted to confirm your decision. Click Delete in the new window to remove the team permanently.

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