How to Add Teams in Our System
Adding teams and managing team members in our system is straightforward. Follow these step-by-step instructions to ensure a smooth experience.
1. Accessing the Settings Module
Navigate to the Settings Module: Begin by going to the Settings module located on the navigation bar.
2. Opening the Teams Tab
Click on the Teams tab: On the Settings page, click on the 'Teams' tab. This will open the Teams page.
3. Adding a New Team
Tap the 'Add Teams' Button: On the Teams page, tap the 'Add Teams' button.
Enter Team Details: You will be prompted to add a 'Team Name' and select a 'Department' from the options 'Sales' or 'Marketing'.
Save the Team: After providing the necessary details, click the 'Save' button. A confirmation message will appear on the screen.
View the New Team: The newly added team name will now appear on the Teams listing page.
4. Adding Users to a Team
Select the Team: Click on the respective team name to add users to it.
For New Teams: Find the 'Add Users' button in the center of the page.
For Existing Teams: Locate the 'Add Users' button in the right corner of the page.
Add Users: Click 'Add Users' to open the list of available users.
Select Team Members: Check the boxes next to the users' names you want to add and click 'Save.'
Confirmation: The selected users will be transported to the team page, which now lists the users in the team.
5. Managing Users
Delete a User: To delete a user from a team, click the 'delete' icon next to the user’s name on the right corner.
6. Editing or Deleting a Team
Edit or Delete Options: There is an 'Edit' and 'Delete' option available from the options button on the right corner of the screen.
Confirm Actions: Upon confirmation, you can complete the desired action to edit or delete the team name.
By following these steps, you can efficiently add new teams, manage team members, and make necessary adjustments in our system. If you encounter any issues, please refer to our support resources or contact our helpdesk for further assistance.