How to create a team
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Go to Teams
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Select +Add
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Enter Team Name
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Enter Team description (Optional)
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Select a location to add to the team (Optional)
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Add an Alarm Response Plan (Optional)
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Add an Escalation plan (Optional)
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Add a/all Team Managers using the drop down box.
These managers will be given access to this team if they have portal access. -
Save
How to add people to a team
- Go to Teams
- Select the team from the list
- Select Manage or Add Team members
- Select the option under People to add team members
- Use the search box and or filters to find the people you would like to add to the team.
- Select the people using the tick box or add buttons
- Select Proceed
- A pop-up will show to confirm
How to edit a team
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Go to Teams
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Select the team from the list
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Select the pen/edit icon or select the team to open the team overview and select edit.
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Update any details required
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Press save
How to remove people from a team
- Go to Teams
- Select the team from the list
- Select Manage or Add Team members
- Use the search box and or filters to find the people you would like to add to the team.
- Select the people using the tick box or add buttons
- Select Proceed
- A pop-up will show to confirm