Managing Teams

The User Management module enables you to:

• Create a new team.

• Edit a team.

• Audit a team.

Creating a New Team

Teams are now created and managed as Organization within the System Configuration module.  Within the User Management module, the ability to create and edit teams is disabled in most environments. An organization of type Team is a team in the User Management module of type Security. An organization of type Approval Group is a team in the User Management module of type Workflow.

To create a new team:

1. In the User Management module, click the Teams tab.

   The Teams page opens.

2. Click the Create Team button.

   The Create Team page opens.

3. Specify the requested team attributes:

   Attribute	Description
   Id	The identification number associated with the team. This is generated automatically when the team is created, and cannot be changed.
   Name	The unique name of this team.
   Status	You can set this to Active or Inactive.
   Email	The email address associated with this team. It functions as a distribution list, with all team members receiving email messages that are sent to this address.
   Description	This is a description of the team.
   Station(s)	These are the channels with which the team can work.
   Type	The team's type determines which modules it can work with and what tasks it can perform. For example, the Workflow type indicates that the team can approve plans in the sales workflow.

4. Add and manage the team's members by clicking the Users tab below the team attributes and then clicking the Manager Users button. You can specify a user's Sales Position and Channel Approval attributes.

5. Specify the team's security by clicking the Data Security tab and then selecting values in the Value column for partition types.

6. Click Save to save the new team.