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Teams

Teams enable collaboration across different applications by bringing members together. You can create a Business Unit or Sub-Organization and then add teams within it. For each team member, you can assign permissions, allowing them View or Edit access.


Create Team

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  • Now you will see the Teams page.

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  • In this page, you will find the "Create Business Unit" and "Create Team" buttons, along with a list of your existing business units and teams (if any).

  • To create a team, you must first set up a Business Unit. Click on "Create Business Unit". Contact Support

  • Now you will see a form for creating "New Business Unit". In this form

    • Business Name – Enter name for your business unit.

    • Business Unit Lead – Enter the email address of the Business Unit lead.

      And finally click on the Submit button.

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  • Now you can see the new business unit.

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  • Click "Create Team"

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  • Now you will see the "New Team" form

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  • In this form,

    • Team Name: Enter a name for your team
    • Team Owner: Enter the email address of the team owner. He must be a member of the tenant.
    • Select Business Unit: Select one of the business unit
    • Team Members: Enter and select valid email addresses of team members. He must be a member of the tenant and finally click on "Next" button
note

For SSO users, the system displays an SSO tag beside the email address in the auto-complete options.

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  • Now you can assign the user’s permission: View or Edit.

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  • and click on "Next" button

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  • Now verify the team details and click on "Finish" button

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  • Check the new team

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Edit Team

  • click on the required team to edit

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  • Now you will see the team details

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  • To edit the team owner,

    • Click Pencil icon next to the Team Owner Contact Support

    • Enter and select Email. Contact Support

    • Successfully edited team owner. Contact Support

  • To add a new member to the team, enter email address in the Add Member input and click on the Invite button.He must be a member of the tenant

note

Only Admin or team owner have permissions to manage teams. This includes adding and deleting team members, or changing permissions of the team members.

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  • You can change the permissions of a particular member.

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  • To delete team member, click on the delete icon next to the team member.

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    • Click on "Confirm" button to delete the member.

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Delete Team

Only Administrators who are designated team owners are permitted to delete a team.

  • Click on the "Delete" icon next to the team.

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  • Enter the team name and Click "Confirm" button to delete the team

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  • Check the Teams section.

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Delete Business Unit

To delete a Business Unit, you must be an admin, and the Business Unit must not contain any teams.

  • Click on the "Delete" icon next to the Business unit.

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  • Click "Delete" button to delete the Business unit

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  • Check the Business units section.

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tip
  • Administrators and Team Owners can add SSO users directly to Teams.
  • If an Administrator assigns a user as a Team Owner, the user can now add teammates, remove them, or adjust their permissions (choose between Edit or View).
  • Administrators can reassign or change team owners as needed.