Teams

Create and manage user teams from the Teams page. A Team is a group of users that share roles and similar user properties.

1. Click to configure this screen to your preferences.

   

   1. Search for column headers.

   2. Use the Team Data drop-down menu to select column headers for display. Click the carat to expand the data type drop-down list. Click the box associated with a data field to select it. Click the box associated with a data type to select all fields in that data category.

   3. Drag and drop selected columns to Sort them. Column headers sorted from top to bottom will display left to right accordingly.

   4. Click the Column View drop-down to select a previously saved template if needed.

   5. Click Create New View to save selections as a template to be used again at a future time. Click Save View to make updates to a previously created view that has been updated.

2. Use the Sort By drop-down to sort results by a selected data entity.

3. Use keywords to Search for a particular team.

4. Notice the default column headers including Name, Users, and Alerts.

5. Click to delete a team.

6. Use the directional arrows to expand or collapse additional team details.

7. Notice the team details. Click a data field to visit the Team Profile.

8. Click to create a new team.

   

   1. Enter a Team Name.

   2. Enter a Description.

   3. Click Add to save your changes and create team.
      Note: Click on the newly created team to visit the Team Profile to continue setup.

   4. Click Cancel to discard your changes and return to the previous screen.