Teams

Owned by Ashly J B
May 18, 2023
2 min read

Teams Main Page

In the Settings section, on choosing Team option in the Choose dropdown field, the team screen will appear. The team screen will have the following,

  • A Create button to create Teams and a Search box to search the teams from the list of teams created.
  • The list of created Teams will also appear in the page.




Create Team


To create Teams follow, the steps given below:
Step 1 : Go to the Configurations section and select the Settings tab.
Step 2 : In the choose dropdown field select Teams.


Step 3 : In the Teams screen, click on the Create button.


Step 4 : In the Create screen that appears, fill in all the details and click on the Submit button. The team will be created.



Add New User to the Team


To add new user to the Team follow the steps below,
Step 1 :Click on the Add icon present in the team you need to add the users.

Step 2 : Add the users with their department and select whether they need to be set as Approver and click on the tick icon, the user will be added to the team.


Edit Teams

To Edit Teams follow the steps below:
Step 1 : Go to the Configurations section and select the Settings tab.
Step 2 : In the choose field, select Teams.
Step 3 : Select the Team you need to Edit.
Step 4 : Click on the settings icon and select the Edit option.


Step 5 : In the Edit Screen that appears make the required changes and click on the Submit button. The Team will be edited.




Delete Teams

To Delete Teams follow the steps below:
Step 1 : Go to the Configurations section and select the Settings tab.
Step 2 : In the choose field, select Teams.
Step 3 : Select the Team you need to Delete.
Step 4 : Click on the settings icon and select the Delete option.

Step 5 : In the Delete Screen that appears click on the Delete button. The Team will be removed.



Export Team data

To export the Team data follow the steps below:
Step 1 : Go to the Configurations section and select the Settings tab.
Step 2 : In the choose field, select Teams.
Step 3 : Select the Team you need to export the data.
Step 4 : Click on the Export icon present in the appearing selected team and export the data in the CSV format.