How do I Add or Edit a Team?

To add a Team:

Click on the profile icon on the top right corner

Click on Admin Setup

Go to Access Management

Click on Teams

Click on “Add Team”

Choose the Business Unit and enter Team Name.

Select the Team Lead Role and Team Lead

Write a description about the team, if you wish.

Select one of the Team Data Access Permissions:

Data is Shared across the team members

Only Team Lead can view the Data of Team members is selected

Select checkbox ‘Allow Team lead to drill down to view subordinates data’ to give the team lead permission to view data of users under them.

Select the users you want to add in the right box and move to the left box.

Click on Save.

Note: Only users who have not been added to any team, and hold roles below the Team Lead’s role in the hierarchy, will appear in the Team members’ list.