Teams

Overview

Teams enable the organization to be divided into smaller groups.

Teams can contain:

• Users
• Locations
• Other Teams

Notes

• Teams can contain any number of users, locations, and teams.
• Teams can only have one parent team.
• If the team is a top-level team, it is not required to have a parent team.

Creating a Team

Video walkthrough · 1:05Build your team structureTeams inside teams, which is what everything else reads from

Walkthrough of “Creating a Team”

To create a location, you can navigate to the hierarchy and add teams, or you can create a team from the location page.

Creating a top-level team

Teams can be placed at the very top of your organization’s hierarchy. These teams are called “top-level teams”.

1. Go to the hierarchy view
2. Click the Create New button in the top right corner
3. Select Team
4. See The New Team Form for more information

or you can:

1. Go to the Teams page
2. Click the New Team button in the top right corner
3. See The New Team Form for more information

Creating a team under an existing team

Teams can also be placed under other teams.

1. Go to the hierarchy view
2. Click on the dots next to the team you want to add a team to
3. Click Team
4. See The New Team Form for more information

or you can:

1. Go to the Teams page
2. Click the New Team button in the top right corner
3. Go into the The New Team Form and select the team you wish to add the new team to

The New Team Form

When creating a new team, you will:

1. Select a parent team to add the team to (or empty if you want to create a top-level team)
   • This may be auto-populated if you clicked Team from a team
2. Enter a name for the team
3. Click Save to add the team

Deleting a Team

Teams can be deleted from the hierarchy, but there are a few things to note:

1. If you are trying to delete a top-level team, and that team has locations or users under it, you will not be able to delete the team.
2. When deleting a child team, that teams children will be moved to the parent team.

See Deleting Organization Entries for more information

Editing a Team

Teams can be edited to change their name.

1. Go to the Teams page
2. Click on the team you want to edit
3. You can edit the name of the team and the parent team
4. Click Save to save the changes

or you can:

1. Go the hierarchy view
2. Click on the dots next to the team you want to add a team to
3. Click Edit
4. You can edit the name of the team and the parent team
5. Click Save to save the changes

Moving a Team

Note: Teams cannot be moved into one of their child teams.

Teams can be moved to:

• Under a different team
• To the top-level

To move a team:

1. Go to the hierarchy view
2. Click on the dots next to the team you want to move
3. Click Edit
4. You can edit the name of the team and the parent team
5. Click Save to save the changes