Add a Team

To add a new team

1. On the main menu, click Users. The list of users with their name, respective role, creation date, and creator name displays on the main page.

2. Click the Teams tab at the top of the users list to switch to the Teams page. The teams list displays all the teams that have already been created.

   

3. Click the Add Team button in the upper right. The Create Team page opens.

   

4. Enter a Team Name then select the users to add to this team.

   You can search the list for a specific user's first or last name or the email address. The list populates as you type and provides results on partial search terms.

5. Click Save Team.