Teams Configuration

Teams Configuration

Alert
Only Administrator role can perform this action.

To configure these settings, start by going to the settings in the left-side menu and selecting the "Configurations" option.

Configurations Option

Then click on the "Teams" option in the side menu which appears under General Category.

Teams- Configuration Side Menu

You will arrive at the Teams page upon your first visit, where you will see the layout as shown below.

Teams Page

Add Teams

To add a team for your company, enter the team Name in the designated textbox.
The fields for Department and Team Lead are optional, so you can fill them in if you'd like. To select both optional, use the dropdown list that contains the relevant data of your company. 

After entering all the necessary details, simply click on the blue "Add" button to set up your team in the account.

Team Add button
If successful, you will see a success message.


You can now view the details of your Team in that section.

Team Details View

Edit Teams

If you need to edit any details of a team; such as changing the name, updating the Team Lead, or making any other relevant changes, click on the edit button which is represented by a pencil icon.

Team Edit button

After making your updates, click on the green button with the right arrow icon to save your changes. Once saved, you will see a success message confirming that the changes were made successfully.
Team Update Changes apply button

You can see the update success message as below.


Delete Teams

To delete a team, use the delete button, and after confirming, it will be removed from the list.

Team Delete Button

If the deletion is successful, you will see the message below.


Remember, you cannot delete teams that are already assigned to employees.


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