Teams Settings

The Teams settings allow you to create both personal and shared team types and associate users to it. You can also set or remove a user as supervisor for a team.

See Also

My Teams

Steps:

  1. To navigate to Teams Settings, on the left pane menu, click Settings and then under General Settings, click Teams.

  2. To create a new team:

    1. In the left panel and on the toolbar, click Add.

    2. In the snippet and in the Team Name field, enter the team name.

    3. In the Description field, enter the description for the new team.

    4. From the Team Type dropdown list, select the team type as Shared if you want it to appear in the lookup windows when associating workflow objects or select as Personal do not want to display in lookup windows.

    5. Click Save.

  3. To edit an new existing team:

    1. In the left panel and from the listing grid, select the team that you want to edit and then on the toolbar, click Edit.

    2. In the snippet, edit the desired details and then click Save.

  4. To delete an existing team:

    1. Select the desired team that you want to delete and then on the toolbar, click Delete.

      2. You cannot remove a team to which work flow objects are associated.

  5. To add team member to a team:

    1. In the left panel, select the team to which you want to add the team member.

    2. In the snippet, and from the User Name lookup dropdown, select the desired user whom you want to add and then click Save.

    3. To make a team member as a supervisor, from the listing grid, select the desired team member and then on the toolbar, click Add Supervisor.

    4. To remove a team member as a supervisor, from the select the desired team member and then on the toolbar, click Remove Supervisor.

  6. To remove team member from a team:

    1. In the left panel, select the team from which you want to remove the team member.

    2. In the right panel and from the listing grid, select the desired team member whom you want to delete and then on the toolbar, click Delete

      3. You cannot remove a team member who is supervisor. For that, first remove supervisor role and then delete.