How do I manage Teams?

2. Access Teams Settings

In order to define the teams, you go to settings, teams, and you will be presented with a list of teams that currently exist. For example,

Access Teams Settings

3. View Team Compliance Details

You can see the compliance of that team, avatar, name, relationships and end users in that team.

View Team Compliance Details

4. Define Team Avatar And Relationships

You can define the avatar name of the team and add a user and their relationship with that team. It’s important to note that if you add the relationship to your team and the user is not part of that team, they won’t be able to see the details of that relationship and the underlying entities.

Define Team Avatar And Relationships

5. Add New Team

In order to add the new team, it’s very straightforward. You click the plus sign, define the color, type the new name, introduce more users, and add various different relationships. Then click save, and you’re good to go. You have added a new team.

Add New Team

6. Explore Team Relationships

And now that team exists in the platform, you can access the various relationships and see what teams consist of. You can also look at the relationship details to understand the components.

Explore Team Relationships

 

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