Creating a Team

Creating a Team

Teams can be used to create a group of users who typically work together. Creating a team allows multiple users to quickly be added to a project through a single action rather than being added individually. 

1. Click on the system cog icon to open the system admin page.

1. Navigate to the Teams tab. 
2. From the tool bar select the Add button. 
3. In the dialog box enter the name of the new team and enter a description of the team including tasks or responsibilities. Save the team.

Adding members to the team

To add members to the newly created team:

1. Select the team by checking the box in the left most column, then selecting Actions from the toolbar and Add users to teams.
2. In the dialog box, search for users and select all users who will be members of the team by checking the box in the leftmost column. 
3.  To confirm the selections, highlight the team row in the table and view the members in the Members tab of the right pop out panel. 

Adding a team to a project

To allow all members of a team access to a specific project or projects, the team can be added to the project (s). 

1. Select the team by checking the box in the left most column, then selecting Actions from the toolbar and Add to projects.
2. In the dialog box search for and select each project the team should be added to, and then click Add. 
3. To confirm the selections highlight the team row in the table and view the Projects tab of the right pop out panel.