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:
Access Users in the Management category in the left navigation panel.
Click the PLUS icon next to Users to open a dropdown menu.
Click Teams in the dropdown menu to open the Teams page.
Teams Table
The Teams table displays a list of existing teams associated with your account, including the following information:
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.
Remove Team
To remove a team from the table and delete it from your profile:
Click the Action Button on the right side of the row of the specific team to open the team management dialog.
Remove the team by clicking DELETE.
Access Team Profile
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:
Click ADD TEAM in the top right corner of the page to open the Add Teams dialog.
Enter the team name and an optional description in the dialog.
To save the new team to your Teams page, click SAVE.
(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.
Related Pages
Click the links or items on the Teams page to access any of the following pages: