Add and Manage Teams

Teams can be used in the Item Timeline to send a message to multiple staff members at once. This is helpful when teams collaborate on an agenda item and all need to be notified of updates or requests. This article will show you how to add, edit, inactivate, and delete a team.

Add a Team

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Settings option:
   

3. Click the User and Global Settings tile:
   

4. Click the Teams tile:
   

5. Click the New Team button:
   

6. Fill in the Add Team fields:
   

   • Team Name (required): Enter a name for the team

   • Members: Select members by clicking inside the Select Members field or by typing in members' usernames to search for them automatically

   • Active: Check the Active checkbox if you wish for the team to be active

     Note:

     When a team is inactive, it will be hidden within the system.

7. Click the Add New Team button:
   

8. You can now view and edit your team in the Teams list:
   

Edit a Team

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Settings option:
   

3. Click the User and Global Settings tile:
   

4. Click the Teams tile:
   

5. Click the Edit tool (purple pencil icon) next to the team you wish to modify:
   

6. Update the Team Name field, if desired:
   

7. Click the red X icon next to a member's name to remove that user from the team, if desired:
   

8. Click the empty text field next to existing team members and choose a username from the dropdown list to add a new member, if desired:
   

9. Check the Active checkbox to label the team as active, if desired:
   

   Note:

   When a team is inactive, it will be hidden within the system.

10. Click the Save Changes button:
    

11. You can now view your edited team in the Teams list:
    

Inactivate a Team

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Settings option:
   

3. Click the User and Global Settings tile:
   

4. Click the Teams tile:
   

5. Click the Active toggle switch next to the desired team to change the team from active to inactive:

   Note:

   When a team is inactive, it will be hidden within the system.

6. The team will now appear inactive in your Teams list:
   

   Note:

   You can also inactivate or activate a team using the Edit feature.

Delete a Team

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Settings option:
   

3. Click the User and Global Settings tile
   

4. Click the Teams tile:
   

5. Click the Delete tool (red trash can icon) next to the team you wish to delete:
   

6. Select the Delete Team button on the Delete Team pop-up that appears to confirm the deletion:
   

7. The deleted team will no longer appear in the Teams list: