This setting can be accessed from the Settings navigation menu under the menu item, Teams.
In this settings, you can:
A team is a collection of users that can be used for resource sharing and contact assignment.
The name used to identify the team
A short description of the team to help you better understand the function
Step 1: Navigate to Teams Settings From Settings Module, navigate to the menu item, Teams
Step 2: Press ADD TEAM To add a team to your space, press the blue ADD TEAM button at the top of this section. The Add Team dialog will appear and fill in the required information.
Step 3: Name the team and describe it Enter a name for the new team along with a short description. These fields will help you identify the team easily.
Step 4: Add Team Members You can add team members by typing the names into the field. The field will suggest the users based on what you type.
If you added the wrong user, you can remove them by pressing on the ✖ of the user.
Step 4: Submit the form Review the information and press SAVE when you are ready to add the team.
From the team record, you can press MANAGE and this should open up the Manage Team dialog. In this menu, you can make changes to the team information such as name, description and team members
Make the necessary changes, review the changes and press SAVE.
When a team is no longer in use, it can be deleted from the space and it can no longer be used by anyone else.
To delete a team from the space, press DELETE from the team record at the listing.
Confirm your deletion by pressing the DELETE button on the confirmation prompt.