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:
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Go to the People Screen using the menu on the left side of the screen.
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Click the Teams view
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Click the + Add button and select Add team
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Input the Team Name, Location(s), and People
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Click the blue Save button in the bottom right corner of the screen.
Edit an existing Team:
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Go to the People Screen using the menu on the left side of the screen.
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Click the Teams view
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Use the Teams table to find the Team you want to edit.
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Click on overflow menu icon at the far right end of the row for that Team and select Edit.
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Implement your desired edits
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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.