Admin | Teams – Manage All Teams

Admin → Team Management

Accessing Teams

Navigate to Control Center > Users > Teams to access the Teams feature. This area lets administrators create, edit, rename, and delete teams, as well as manage team members.

Team Listing

Teams are displayed in a list showing:

• Team name (e.g., Test Team, Human Resources).

• Team code icon (e.g., TT, HR).

• Member count (e.g., 4 Members).

• Profile photos of team members.

• A vertical ellipsis ("...") menu offering management options: Edit, Rename, Delete.

Click the New team button (top right, red) to open the new team creation dialog.

Search Teams

Use the search bar at the top right of the team listing to filter teams by name, with real-time results.

Create Team

Overview: Administrators can create a new team by clicking the New team button, which opens a dialog for entering team details.

1. Click the New team button.

2. A pop-up dialog opens where you enter the team details.

   

New Team Dialog Fields

Profile Placeholder :

A circular placeholder with an image icon represents the team avatar. To add or change the team profile picture:

1. Hover over the camera icon in the profile placeholder circle during team creation.

2. Click the camera icon to open the file chooser dialog.

1. Select a PNG or JPG image file from your computer.

2. Click Open to proceed.

3. Adjust the size and crop the image to fit the circle in the editing pop-up window.

4. Click OK to save the changes.

5. The selected image replaces the placeholder circle as the team avatar.

Team Fields:

• Team name (required)
  Enter a unique and descriptive team name (e.g., “Marketing Team” or “QA Automation”). This field is mandatory and cannot be left blank.

• Additional role (optional)
  Assign an additional role to the team beyond the default roles. Select from the dropdown or leave empty if not needed. For example, assign “Admin” privileges to all team members.

• Additional permission group (optional)
  Choose a permission group to grant extra access to the team. Leave empty for default permissions. For example, grant access to “Reports” sections.

• Recipient email (optional)
  Enter one or more email addresses separated by commas to notify or invite users regarding the team. Recipients will be notified if the team is added to request categories or leave notifications.
  Hover over the “?” icon for formatting help.

• Add team to request category (checkbox)
  Check this box to make the team a selectable category when submitting internal requests or tickets.

Important: For help with roles and groups, refer to the "Roles and Permission groups" article.

Select Team Members

During team creation, use the search bar to find members by name or email.

Filter members using:

• All Teams dropdown: filter by existing teams.

• All Roles dropdown: filter by roles such as User, Owner, Supervisor.

Role badges display colored circles with initials representing members' current teams if no avatar is added (e.g., HR, ST, IS). The member list shows user photos (if available), names, roles, and checkboxes to select members.

Check the box beside each member's name to include them in the team.

Save and Cancel

• Save: Creates the team with the entered details and selected members. This is enabled only once the required team name is provided.

• Cancel: Closes the dialog and discards all input.

Note: For help with roles and groups, please refer to the " " article.

Edit Team

Overview: Administrators can update an existing team's members, details, or avatar.

Access: Click the vertical ellipsis ("...") next to any team and select Edit team.

1. Select Edit team from the options menu.

2. Modify the fields as needed.

3. Click Save to apply changes or Cancel to discard.

Editable fields:

• Team name (required).

• Avatar (add or update).

• Role (optional, select from dropdown).

• Permission group (optional, select from dropdown).

• Recipient email(s) (enter as comma-separated emails).

• Add to request category (checkbox).

Rename Team

Overview: Administrators can change a team's name without opening the full edit dialog.

Access: Click the vertical ellipsis ("...") next to any team and select Rename.

1. Select Rename from the team options.

2. Enter the new team name.

3. Click Rename to apply or Cancel to abort.

Delete Team

Overview: Administrators can remove a team from the list.

Access: Click the vertical ellipsis ("...") next to any team and select Delete.

1. Select Delete from the team options.

2. Confirm that deleting the team will leave members unassigned unless reassigned.

Important: Deleting a team will leave its members unassigned unless they are reassigned to another team before deletion.

Reassign Members Before Team Deletion

This option appears as part of the Delete Team confirmation and lets an administrator move existing members to another team before the team is removed.

1. Check Assign members to another team.

2. Select the target team from the dropdown.

1. Click Delete to remove the team, or Cancel to exit without changes.

View Team Details

Click a team name to view its details.

• View the team name and total member count at the top.

• See a list of members showing: Full name, Designation, Profile photo.

Navigation and Controls

• Go back: Returns to the teams list.

• Edit team: Opens the team edit pop-up to modify fields as needed.

• Search bar: Filter members by name or role.

• Add member: Opens a dialog to add new members.

View Team Members

The team details page lists all members of the team, showing full name, designation, and profile photo for each.

Search Team Members

Use the search bar on the team details page to filter members by name or role.

View Member Profile

Overview: Opens the user profile detail page for a team member.

Access: Hover over any team member to reveal the vertical ellipsis ("...") menu, then select View Profile.

Change Team

Overview: Moves a member to a different team.

Access: Hover over the team member and select Change Team from the options menu.

1. Select a new team from the list.

2. Remove the member from their existing team if needed by deselecting it.

3. Click Update to apply changes.

Change Member Permission

Overview: Updates a member's role and/or permission group.

Access: Hover over the team member and select Change Permission from the options menu.

Update the role by selecting a new role from the dropdown. Similarly, update the permission group by selecting a new permission group from the dropdown.

• Role: Selected separately from the role dropdown.

• Permission Group: Selected separately from the permission group dropdown.

Click Update to save the changes.

Remove Team Member

Overview: Removes a member from the team, with an option to reassign them to another team.

Access: Hover over the team member and select Remove from the options menu.

1. Click Remove and confirm removal in the pop-up.

2. Optionally assign the member to a different team by checking Assign to another team and selecting the team.

3. Click Delete to confirm or Cancel to abort.

Add Team Members

Overview: Adds one or more members to a team from the team details page.

Access: Click Add member on the team details page.

1. Click Add member on the team details page.

1. Use the search box to filter users quickly by name.

2. Select one or more members by ticking their checkboxes.

1. (Optional) Tick Show members from other teams to include users from other teams.

2. Click Confirm to add members or Cancel to discard.

Important: If "Show members from other teams" is unchecked, only members who do not belong to any team will be shown.

Important: All functionality documented in this article is Admin-only. No Employee-facing Team Management features are established by the source documentation, so none are listed here. If employee-facing team visibility exists elsewhere in the product, it is not covered by this article and should not be assumed