Teams are a label for grouping users. These can be created and edited.
Once teams are created, they become part of the permanent record and cannot be deleted, only edited or unused.
To create or edit a team:
Static Campaigns
- Access Admin in the top-left menu, click the Workforce tab, and then the Teams tile.
- To create a team, click the
button. - Click Save changes.
- To add members to the team, click the Users tab.
- To assign users to the team, click the
button to locate the user accounts necessary.
This presents a filter search screen for teams in your deployment.
This presents the Add Team dialogue box.
Mandatory information includes a Code for the team and a Name.
This creates the team record. The Basic Info screen is shown and contains the code and name.
For details about adding and removing users, see The User Record.
