Team Settings
The Team Settings page is an essential part of the workspace settings that allows you to manage your teams efficiently. From this page, you can create new teams, add or remove team members, assign teams to specific targets, and delete teams. This setting is a part of your workspace settings, meaning you must first select a workspace to view and manage teams specific to that workspace.
The Teams table provides an overview of all the teams within your workspace. The table includes the following columns:
Team Name: The name of the team.
Members: The number of members in the team.
Created Date: The date when the team was created.
Additionally, users can perform bulk team deletions using the checkboxes available in the table.
Open Settings page from the Dashboard
Navigate to the Teams section within your workspace settings, then click the Add Team button located at the top right.
A side sheet will appear on the right side of your screen. In the side sheet, enter the desired name for your new team and click on Add Team
You can add team members only after a team has been created:
A success message will appear confirming that your team has been created. The Teams table will automatically update, displaying the newly added team.
In the Teams table, click on the row corresponding to the team you want to add members to.
The Edit Team sheet will appear on the right side of your screen.
In the "Team Members" tab, choose a member from the list of available users and click "Add Team Member" to include them in your team.
A success message will appear on the screen upon adding the member.
To remove a member, select them in the list and click the "Delete" button.
In the Teams table, click on the row corresponding to the team you want to assign to a target.
The Edit Team sheet will appear on the right side of your screen.
Switch to Targets Tab select a target from the available list and click "Add to Target"
A success message will appear upon assigning the team to the target
To remove a team from a target, select the target and click the "Delete" button.
Select the row corresponding to the team you want to delete.
At the bottom left of the screen, click the Delete Team button.
A success message will appear confirming that the team has been deleted.
Breakdown on Teams Table
The Teams table provides an overview of all the teams within your workspace. The table includes the following columns:
Team Name: The name of the team.
Members: The number of members in the team.
Created Date: The date when the team was created.
Additionally, users can perform bulk team deletions using the checkboxes available in the table.
Creating a Team
Open Settings page from the Dashboard
Navigate to the Teams section within your workspace settings, then click the Add Team button located at the top right.
A side sheet will appear on the right side of your screen. In the side sheet, enter the desired name for your new team and click on Add Team
You can add team members only after a team has been created:
A success message will appear confirming that your team has been created. The Teams table will automatically update, displaying the newly added team.
Adding Team members to your Team
In the Teams table, click on the row corresponding to the team you want to add members to.
The Edit Team sheet will appear on the right side of your screen.
In the "Team Members" tab, choose a member from the list of available users and click "Add Team Member" to include them in your team.
A success message will appear on the screen upon adding the member.
To remove a member, select them in the list and click the "Delete" button.
Assigning team to a Target
In the Teams table, click on the row corresponding to the team you want to assign to a target.
The Edit Team sheet will appear on the right side of your screen.
Switch to Targets Tab select a target from the available list and click "Add to Target"
A success message will appear upon assigning the team to the target
To remove a team from a target, select the target and click the "Delete" button.
Deleting a Team
Select the row corresponding to the team you want to delete.
At the bottom left of the screen, click the Delete Team button.
A success message will appear confirming that the team has been deleted.
Updated on: 25/09/2024
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