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Managing Teams
Managing Team allows you to manage your team with respect to your project as well as managing global teams. Manage team allows you to perform the following functions:
  • Managing global teams by adding administrators to manage teams.
  • Adding users to specific projects. Users can be assigned with various roles such as membership roles, community roles and application roles.

Accessing Manage Teams

To access the manage teams, perform the following steps:
1.Login into Organization Dashboard.
2.On the vertical sidebar navigation menu, click Manage Teams and select Teams.

Managing Global Team

You can add users who can be assigned with the administrator role. Any member from any organization can be assigned with the administrator role.

Adding an User as Administrator

To add a user as an administrator, perform the following steps:
1.Login into Organization Dashboard.
2.On the vertical sidebar navigation menu, click Manage Teams and select Teams.
3.The Teams page appears. Under Global, click Administrators.
4.The Administrators page appears with list of administrators. Click Add to add a user as administrator.
5.The Add Company Admin dialog box appears. Enter the First Name of the user, Last Name of the user and the Email ID of the user and click Invite.
6.An invite will be sent to the user on their registered email ID. Until the user accepts the invitation, the user will be listed with status showing as Pending. Once the user accepts the invitation, the status changes to Active.
Click the delete
icon to delete a user from the administrator list.

Managing Project Specific Teams

You can add and assign a member from a project with specific roles. In order to assign a user for a specific role, the user should have an active role in a specific project. You can assign a user for the following roles:
  • Membership roles
  • Community roles
  • Application roles
Last modified 1mo ago