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👥 Teams Management

The Teams section is your central hub for organizing users into functional groups. Create teams, assign users with specific roles, and manage team-based workflows to improve collaboration and productivity across your organization.

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🔍 Overview

The Teams management interface provides a comprehensive solution for organizing users into collaborative groups. It allows you to:
  • 👥 Create teams for different departments or projects
  • 👤 Assign users to teams with specific roles
  • 🎭 Designate team managers for leadership roles
  • 📊 Monitor team composition and changes
  • ⚡ Streamline team-based workflows and permissions
Teams Management Overview

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📋 Team Information & Fields

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Core Team Data

FieldDescriptionPurposeFormat
👥 Team NameUnique identifier for the teamTeam identification and displayText (up to 50 characters)
📅 Updated AtLast modification timestampChange tracking and historyMM-DD-YYYY HH:MM format
👤 Assigned UsersNumber of users in the teamTeam size monitoringNumeric count
⚙️ ActionsAvailable team operationsTeam management controlsSetup/Edit/Delete

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Team Management Actions

➕ Add Team

  • Purpose: Create new team groups
  • Use Case: Organize users by department or project
  • Workflow: Name team → Assign users → Configure roles

⚙️ Setup Team

  • Purpose: Configure team members and roles
  • Use Case: Assign users and designate managers
  • Access: User assignment and role management

✏️ Edit Team

  • Purpose: Modify team name and basic details
  • Use Case: Update team names or descriptions
  • Impact: Changes apply to team identification

🗑️ Delete Team

  • Purpose: Remove obsolete teams
  • Use Case: Clean up unused or outdated teams
  • Safety: Confirmation required before deletion

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👤 User Assignment & Management

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Team Member Assignment Interface

The user assignment interface allows you to efficiently organize users into teams with specific roles: User Assignment to Teams

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Assignment Process

1

👥 Access Team Setup

Navigation: Teams → Select Team → Setup Team
  • Location: Action button on team row
  • Purpose: Configure team membership and roles
  • Access: Admin-level permissions required
2

🔍 Search Users

Function: Filter available users
  • Search Bar: Located at top-right of interface
  • Purpose: Quickly find specific users
  • Filter: Real-time search across user names
  • Use Case: Large user bases or specific assignments
3

✅ Select Team Members

Action: Check users for team assignment
  • Method: Checkbox selection for each user
  • Visual: Clear indication of selected users
  • Flexibility: Add/remove users as needed
  • Bulk: Select multiple users simultaneously
4

🎭 Assign Manager Roles

Configuration: Designate team leadership
  • Field: “Manager” dropdown for each user
  • Options: “Yes” or “No” for manager status
  • Purpose: Define team hierarchy and leadership
  • Impact: Manager permissions and responsibilities
5

💾 Setup Team

Completion: Apply team configuration
  • Button: Purple “Setup” button at bottom-left
  • Validation: System validates team composition
  • Confirmation: Team setup completed successfully
  • Result: Users assigned with specified roles

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Team Member Roles

👤 Team Member

Role: Standard team member Permissions: Basic team access Responsibilities: Contribute to team objectives Management: Assigned by team manager

🎭 Team Manager

Role: Team leadership position Permissions: Enhanced team management capabilities Responsibilities: Lead team activities and decisions Authority: Can manage team members and workflows

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🔄 Team Management Workflow

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Complete Workflow Process

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📊 Team Statistics & Insights

👥 Total Teams

Current Count: Track active teams Growth Rate: Monitor team creation trends Utilization: Measure team assignment rates

👤 Team Members

Average Size: Track team member distribution Largest Teams: Identify major team groups Member Distribution: Analyze team composition

🎭 Team Managers

Manager Ratio: Track leadership distribution Manager Coverage: Ensure all teams have leadership Leadership Analysis: Monitor management effectiveness

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🔗 Integration Points

👤 Users Management

Connection: Users are assigned to teams Navigation: User Management > Users Purpose: Manage individual user accounts and team assignments

🎭 Roles Management

Connection: Teams can have role-based access Navigation: User Management > Roles Purpose: Define permissions for team members

📊 Team Analytics

Connection: Track team performance and metrics Navigation: Dashboard and Reports sections Purpose: Monitor team productivity and collaboration

🔐 Team Permissions

Connection: Control team-based access to features Navigation: Settings and configuration areas Purpose: Manage team-specific capabilities and restrictions
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