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.
In this article, we’ll go over how to create a new user team and add members to it.
Want to know how to edit membership and remove teams? See the article Manage User Teams.
Create a Team
Click Management in the top menu.
In the left menu, click Access Control and select Teams in the submenu.
Click Create team on the far right.
You have the option to add an image to represent the team on the left. Click Upload to add an image from your device. The image will display as a small icon.
Next, you will need to enter the Team Name. This is how the team will be identified in the system.
Finally, you have the option of creating Tags for the team. Tags will be displayed on the team profile and can be used to search and locate teams. Start typing and select the appropriate tag. You can add multiple tags.
To create a new tag, type the label and then select Add new tag.
When you’re done, click Create in the bottom right.
Add Users to a Team
Once you’ve created a team, it’s time to add users. 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 the right in the bottom section, 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.