How to create and edit Teams

The Teams feature allows you to separate the users in your organisation into teams.

To create and edit Teams, you need to be an Account Owner.

1. Click on the 'Admin' button in the navigation bar.

    

   

    

2. Click on 'Teams' in the navigation bar.

    

   

    

3. Click on 'New Team' in the top right.

    

   

    

4. Name your Team, add team members, and click 'Save'.

    

    

5. To assign a Team Manager, click on the toggle next to the user's name.

    

   

    

• To add a user to a Team, click on the Team and then click on 'Add Member' button at the bottom of the list of users.

• To remove a user from a Team, click on a Team, click on the three dots next to the user you wish to remove and click 'Remove'.

• To make someone a Team Manager, see step 4 above.

• Click 'Save' to save your changes.

• To delete a Team, click on the three dots next to the Team you wish to delete and click 'Remove'.