The purpose of adding a team is to group users with similar roles or responsibilities, enabling streamlined management of permissions, access, and collaboration within the system. This ensures that tasks, workflows, and data are organised and accessible according to the specific needs of each team, enhancing efficiency and coordination across the organisation.
Information: To read more on how to Create an Employee, click here: Create Employee.
Information: To read more on how to Invite Employees, click here: Invite Employees.
Information: To read more on Application Roles and Authorisations, click here: Application Roles and Authorisation.
Information: To read more on User Access Request, click here: User Access Requests.
To navigate to the Teams feature, follow the steps:
- Navigate to the main header bar, click on the Settings drop-down menu, and select User Management.
- Click Team and then click on the (+) add button to add a team.
User Management – Team – Add a Team
- Fill in the details and click Save.
Add Team – Save
- To view, edit or delete a team, click on the three-dot button and choose as per your requirements.