How to create a team of users

To create a team follow these steps:

  1. Note - you have to be a superuser to do this.
  2. Click on the Config menu.
  3. Click on Manage staff teams.
  4. Click on the Create new team button.
  5. Name the team and click on OK.
  6. You'll now see your team on the right side of the screen and your users on the left side of the screen. Drag users from the list on the left into the team to ad them to the team. Remember users can be in more than one team.

The benefits of adding users to a team are twofold:

  • firstly reporting can be based upon teams; and
  • Jobs can be held by a team. Follow these instructions to achieve this.

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