What is a Team?
A Team is a grouping of Staff Members. Creating a Team allows you to assign a group of Staff Members to a Project, for example.
The names of Teams can only be seen by the Super Admin, Admin, Project Manager, and Office Manager.
How do I create a Team?
Navigate to Flyout Menu > Manage Teams.
Click the +Add Team button.
A modal will appear in which you can set up your new Team.
Name: The name of your Team. This is the only required field.
Description: Provide a description of the Team.
Color: Use the Color Picker to choose a color for the icon for the Team.
Assign Users: Choose the Staff Members you would like to add to the Team.
How do I manage a Team?
In Flyout Menu > Manage Teams, you can click the Options menu button to interact with the Team.
Manage: You will be directed to a user assignment page, in which you can easily drag and drop users into the Team.
View: This will bring up a modal with a summary of the Team (name, description and icon color).
Edit: This will bring up a modal, in which you can change the name, description and icon color.
Delete: Remove the Team from the platform. This will not delete any users in the Team. Note: You cannot undo this action.