Create a Team

  1. Select Admin > Security > Teams.

  2. Select New.

  3. Enter a description for the team in the field provided.

  4. To let the team receive tasks, select the Can Receive Task checkbox.

  5. To keep the members of a team anonymous, select the Hide Team Members checkbox.

    For example, you might have a covert operations team.

  6. If the team isn't active yet, select the Deactivated checkbox.

    You can't assign users to deactivated teams but you can report on deactivated teams.

  7. To add roles to the team:

    1. Select the Roles tab.

    2. Double-click the role you want to assign to the team or use the Select icon.

  8. To specify users who belong to the team:

    1. Select the Users tab.

    2. Double-click the user or use the Select icon to select the user.

  9. To specify the team's business unit, select the Business Units tab.

  10. To specify the team's business region, select the Business Regions tab.

  11. Select Save.