Overview
A user team is a way to group users together, usually based on departments or job roles. Once you create a user team, you can assign tasks to the entire team.
Teams Queue
To view your Teams in NikoHealth, navigate to the Teams queue:
Management > Access Control > Teams
From here, you can view and manage any existing Teams, or create a new Team.
At the top of the Teams queue, you can use the filters to search through existing teams by Team name, Team members, and Tags.
Create a New Team
To create a new Team, navigate to the Teams section:
Management > Access Control > Teams
In the Teams queue, click on the Create Team blue button in the upper right corner.
Complete the information about the new Team you're creating. You must give the Team a name. You also have the option to add a Team image and Tags. See more on using Tags with Teams below.
When you’re done, click Create and your new Team should now exist in the Teams queue.
Using Tags with Teams
You can add Tags to a Team. Tags will be displayed on the Team profile and can be used to search and locate Teams. One Team can be given multiple Tags.
To add a Tag to a Team you're creating, start typing on the Tags line. Any existing Tags that match the words you're typing will populate. If you're giving this Team an existing Tag, select it from the list. If the Tag you're adding to this Team is new, type out the Tag name and click "Add new tag".
Add Users to a Team
Once you’ve created a team, it’s time to add users. Locate the team you're adding Users to in the Teams queue. Click on the Pencil icon to edit the Team.
You will be taken to the Edit Team screen. Click on the blue Add Members button to start adding NikoHealth Users to this Team.
A box will pop up to Add Team Members. You can search through existing Team Members by name, location, or Tags. Check the box next to each Team Member that you'd like to add to this Team. You can select multiple Team Members.
When you're done selecting Team Members, click the blue Add button.
Manage Existing Teams
Once you’ve created Teams, you can add or remove members, update the Team profile, or delete the Team at any time. To make changes to an existing Team, navigate to the Teams queue:
Management > Access Control > Teams
Click the pencil icon to the right of the team to view its profile and make changes.
This will take you to the Team profile. From the Team profile, you can edit the Team image and name, add or remove Team Tags, or Delete the team completely. You can also add or remove team members.
In the bottom section, you can view the Team's members, as well as Add or Delete any members.