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Manage Teams

Use the Teams area to create, edit, and delete teams that can be assigned to workflows instead of individual users.

Updated this week

Add a Team

  1. Go to Setup > Manage > Teams.

  2. Enter the Title and Description in the Team Name section.

  3. Select the users you want to allocate to the team from the User List.

  4. Click Add to create the team.

    • The team appears under the Team List on the right-hand side.


Edit a Team

  1. Click the Edit icon on the team panel.

  2. Update the required details.

  3. Click Submit to save your changes.


Delete a Team

  1. Click the Delete icon on the team panel.

  2. When prompted, confirm the deletion by selecting OK.

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