Create and Manage Teams

A Team is a virtual partition of a project to enable access control of information to teams like sub-contractors or contractors from accessing the project. Now follow the below steps to create a Team,

Select Projects from the side navigation bar and choose the desired Project to create Teams

Creating a Team

Select Teams option and click on the Create button (on Top Right)

Creating a Team (Contd.)

Enter the Mandatory Fields which will be marked with “*”, and click on the Create button to complete the process

Creating a Team (Contd.)

Users can view the created teams either in list view or card view
Through the search bar, users can locate the company users

Managing a Team

Teams can be deleted from the respective project in two ways. Under Teams module,

Click on the ellipsis icon from the team card and click on the Delete option to delete the respective team
Click on the ellipsis icon (on top right), select the Delete option, choose the teams to be deleted and click on the Delete button

Deleting a Team

Notes:

Users can create Teams after completing the Project creation

Created with the Personal Edition of HelpNDoc: Transform Your Documentation Process with HelpNDoc's Project Analyzer