Add people to a team

When on the Teams landing page a company owner/admin, division owner or team owner can add users to a team by clicking on the Add User icon

  • Team Owner – Optional, drop down of all active users excluding this teams Team Leader if one is set. The Team Owner cannot be a member of this team.

Once the Team Owner is set the user will be displayed with a yellow ‘Change’ button to allow this role to be amended.

  • Team Leader – Optional, drop down of all active users excluding this teams Team Owner if one is set. A Team Leader will have permission to see and use the ‘Add New Review’ button on the Review page. The Team Leader is automatically added as a Team Member to this team

Once the Team Leader is set the user will be displayed with a yellow ‘Change’ button to allow this role to be amended.

Team Members – Optional, searchable drop down field. Once the user is selected the Add User button must be clicked to add the user to this team.

At the bottom of this screen is a Team Members List Showing the Team Members Full Name and a delete icon to remove that member from the team.

Note: Removing the Team Leader from the Team Leader section or Team Member section, removes that user from both sections.

Team Owner is so a User can Own a team without having to Lead it. The leader is always in the team, whereas an Owner does not have to be.

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