Creating a Team

This guide will walk you through the process of creating a new team. You must be an Admin or Partner user to create teams.

Step-by-Step Guide

1. Navigate to User Management
   • From the main navigation menu, select Manage Users.
2. Open the Teams Tab
   • Within User Management, you will see several tabs. Click on the Teams tab to view the list of existing teams.
3. Create a New Team
   • Click the Add A New Team button, usually located at the top of the team list.
   • A dialog or form will appear, prompting you for the new team’s details.
4. Enter Team Details
   • Name: Enter a descriptive name for your team (e.g., “Sales Department”, “Project Alpha Members”). This field is required.
   • Description: (Optional) Provide a brief description of the team’s purpose.
5. Save the Team
   • Click the Create or Save button to finalise the creation of your new team. It will now appear in the team list.