How to add or edit my Teams?

This article will walk you through how to add a new team or edit an exisiting team.

What are teams for? 

Teams allows you to group users and locations within your organization. A Team is assigned specific locations in the Dashboard. Each user assigned to a team will only have visibility into the location(s) assigned to their team. 

How to Create and Manage Teams

Only users listed as "admins" can create teams on the dashboard. 

Add a new Team:

  • Go to the People Screen using the menu on the left side of the screen.

  • Click the Teams view

  • Click the + Add button and select Add team

  • Input the Team Name, Location(s), and People

  • Click the blue Save button in the bottom right corner of the screen.

Edit an existing Team:

  • Go to the People Screen using the menu on the left side of the screen.

  • Click the Teams view

  • Use the Teams table to find the Team you want to edit.

  • Click on overflow menu icon at the far right end of the row for that Team and select Edit.

  • Implement your desired edits

  • Click the blue Save button in the bottom right corner of the screen.

Tip: If you manage a large portfolio, use the search and filter features to refine table results and find what you’re looking for in just a few clicks.