Teams
- Betsy Harbison
The Teams page contains information about groups of users that are associated with one or more teams. A team is a group of users that share roles and similar user properties that you manage through the Teams page. Shared properties include resources, workflows, and role assignments, which determine a team member’s capabilities on the platform.
To access the Teams page, follow the steps below:
Step 1: Navigate to Users in the Management category in the left-hand navigation panel.
Step 2: Click the PLUS icon next to Users to open a drop-down menu.
Step 3: Click Teams in the drop-down menu to open the Teams page.
Partial view of the Teams page, including the Teams table and the Add Team button.
Teams Features
Teams Table
The Teams table displays a list of existing teams associated with your account, including the following information:
Teams Table Column Name | Description |
|---|---|
Name | The name of the team. |
Users | The number of users on the team. |
Alerts | Indicates whether any alerts are associated with the team. |
Workflow | The number of workflows associated with the team. |
Arrow Icon | Click on the grey triangle in any row to view additional details for a specific transaction, or click on the grey triangle in the table header to view additional details for all transactions. |
To remove a team from the table and delete it from your profile, follow the steps below:
Step 1: Click the three dots on the right-hand side of the row of the specific team to open the team-management lightbox.
Step 2: Remove the team by clicking DELETE in the lightbox, or cancel by clicking outside the lightbox to return to the Teams page.
To access the profile for a specific team, click on any information in the row to open the Team Profile page.
Add a New Team
To add a new team to your Teams page, follow the steps below:
Step 1: Click ADD TEAM in the top right-hand corner of the page to open the Add Teams lightbox.
Step 2: Enter the team name and an optional description in the lightbox.
Step 3: To save the new team to your Teams page, click SAVE, or discard the information you have entered and return to the Teams page by clicking CANCEL.
Step 4 (optional): To add users to the new team, click on any information in the row to open the Team Profile page, and follow the directions on that page for adding users to the team.
Customize Your Teams Table View
You can customize your view using the options found at the top of the table.