Teams

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Introduction

Teams are useful to easier filter staff members in reports. A staff member needs to be assigned to a team for you to be able to add individual work hours to it.

Go to SettingsTeams in the top menu.

A window will open, showing you a list of any existing teams.

You are able to edit Team (name), Organization unit and whether Multiple teams are allowed directly in the list. You can also set an end date, if you do not want the standard setting Ongoing to apply.

Add new team

Click the button New team in the menu to add new team.

Enter Name, choose what Organization unit the team should belong to, and if the staff members should be allowed to be a part of Multiple teams. You can also set an end date, if you do not want the standard setting Ongoing to apply.

Click Save.

Assign staff member to team

Select a team in the list and click Assign staff member(s).

A list of selectable users will open. Select the staff members to be included in the team. Deselect any staff members that should not be included in the team.

Some staff members may have gray-tinted checkboxes and cannot be added to your team. This is due to them belonging to a team, where belonging to multiple teams is not allowed.

Click Save.

Delete team

If the team does not have any assigned staff members you are able to delete it. Otherwise you have to remove the assigned staff members to be able to delete the team.

To delete a team, select it from the list and click Delete team in the menu. You will only be able to click the button if the team does not have any assigned staff members.

A pop-up window will ask you to accept the deletion.

Accept deletion or Cancel deletion.