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.
