Use Teams to create work groups in your company. Choose a Team Leader who can approve requests from users who are part of the team, send communications and more.
Create a Team
From the Home page, click Company > Organization > Team > Add.
Enter a name for the Team.
Choose a Team Leader (optional).
Click Add to create the Team.
Add users to a Team
To add new users to a Team, go to Company > Organization > Team > select the Team > click Add Person.
Select the users you want to add to the Team from the list.
Click Add.
💡 You can also add a user to a Team from the user's settings.
Edit a Team
To edit a Team, go to Company > Organization > Team > select the Team > click on Edit Team.
Edit the Team name or Team Leader.
Click Save.
💡 You can also add or edit the Team Leader by selecting a user who is not yet part of the Team. The user will be automatically added to the Team.
Delete a Team
⚠ For security reasons, a Team can only be deleted when it is empty.
The procedure can be completed by an Administrator or a Power User. The Team Leader can only complete the procedure if there are no Administrators or Power Users among the users.
To delete a Team, go to Company > Organization > Team> select the Team.
Click the red ✕ symbol next to the users, where it is available.
If there is a Team Leader (yourself or another user), click Edit Team;
from the drop-down menu, select None;
click Save;
delete the Team leader with the red x symbol.
If there is an administrator or a Power User (other than the Team Leader):
go to Company > Settings > Users > select the user;
click the Other teams drop-down menu;
uncheck the Team you need to delete;
click Apply;
click Save.
Back to Company > Organization > Team> select the Team.
Click Delete Team.
🔗 Useful links
►Find out how to change user settings.