Creating a Team
|
|
The system administrator and users with the appropriate role can access these features.
|
A team can consist of users, teams, and departments. When creating a team, you must select one person as the team owner.
When determining a user’s ability to create and maintain teams, consider the following rules.
A user can never
- Add himself or herself to an existing team.
- Remove himself or herself from a team.
- Remove the system administrator from a team.
- Delete a team.
Tell me more about team security...
When a user is added to a team, his/her security on that team defaults to the profile set on the Security tab. The security profile can be changed on each team of which the user is a member. Changing a user’s security profile on one team does not affect the user’s default profile, or the profile in any other team in which the user is a member.
If a user has more than one security profile (for example, the user is added to a team as a nested team or department and is also a direct member of the parent team), the security profiles share the same seccode (owner). When determining security access for a field, multiple profiles may be returned. In the Web Client, access is determined by combining the maximum access of all profiles assigned to that user and owner.
To create
- On the Administration menu, click New Team.
- In the Name box, type a name for the team.
- In the Owner box, select a team owner. Teams may have multiple team owners.
- In the Default Security Profile box, select a default profile for the team. This profile is applied when the team is added to another team.
- Select the Automatically add user's manager to team check box if you want to add the user's manager to the team when you add a new team member.
- Click Save
.
- Add team members.
- If necessary, modify the security rights of each team member.
- Click Save.
Related Topics
Working with Teams
Copying a Team
Team Owner Profile
Team Hierarchy