Skip to main content

Team Management

Overview​

The Team Management module enables organizations to create, organize, and maintain teams within the application. It provides administrators with a centralized workspace to manage team structures, assign members and managers, and monitor team-related information efficiently.

Login → Team Management

Team Management Dashboard​

The dashboard provides an overview of all teams configured in the system. Teams are displayed as interactive cards, allowing users to quickly understand team composition and status at a glance.

Team Cards​

Each team card displays the following information:

FieldDescription
Team NameThe display name of the team, shown prominently on the card
Status BadgeIndicates whether the team is Active or Inactive
Default BadgeShown on the team designated as the default team
Total MembersCount of all users currently assigned to the team
Total ManagersCount of users assigned as managers for the team

Team Management Dashboard

Quick Actions on Team Cards​

Each team card provides icon buttons for common actions:

  • Edit — Update team name, description, status, or default configuration
  • Delete — Permanently remove the team from the system
  • Activate / Deactivate — Toggle the team status using the status switch

Search and Filtering​

Users can quickly locate teams using the search bar at the top-right corner of the dashboard.

Search by Team Name​

  1. Locate the Search by team name field at the top-right of the dashboard.
  2. Enter any part of the team name.
  3. The dashboard instantly filters to display matching teams.
note

Search results update dynamically — there is no need to press Enter or click a Search button.

Create a New Team​

Administrators can create new teams to organize users based on business requirements, departments, projects, or reporting structures.

Steps to Create a Team​

  1. Click the + Create New Team button at the top-right of the dashboard.
  2. The Create New Team dialog will appear.
  3. Fill in the required and optional fields.
  4. Click Save to create the team.

Create New Team

Create Team Form Fields​

FieldRequiredDescription
NameYesThe display name for the team. Must be unique and descriptive.
DescriptionNoAn optional text description providing context about the team's purpose.
ActiveNoToggle to set the team as active upon creation. Active teams are available for use immediately.
DefaultNoCheck to designate this as the default team. All users belong to this team by default.
note

Only one team can be designated as the Default team at a time. Enabling Default on a new team removes the default designation from the previously configured default team.

Managing Team Information​

Existing teams can be updated at any time to reflect organizational changes.

Steps to Edit a Team​

  1. On the dashboard, locate the team card you wish to edit.
  2. Click the Edit (pencil) icon on the team card.
  3. The Edit Team dialog will open with the current details pre-filled.
  4. Modify the relevant fields.
  5. Click Save to apply the changes.

Editable Fields​

  • Team Name
  • Team Description
  • Active Status
  • Default Team Configuration

Edit Team

Assigning Team Members​

Members can be associated with a team to establish clear ownership and collaboration structures. The member list is displayed below the team cards on the dashboard.

Member List Columns​

ColumnDescription
MemberCheckbox to mark the user as a member of the selected team
ManagerCheckbox to designate the user as a manager of the selected team
UserUser avatar, full name, and email address
RoleThe user's system role (e.g. System Admin, Employee, Accounts)
CountryCountry associated with the user's profile
DesignationThe user's job designation, if configured
Reporting ManagerThe user's assigned reporting manager name and email

Team Member List

Adding a Member​

  1. Scroll to the user list below the team cards.
  2. Use the Search by user name or email field to locate the user.
  3. Check the Member checkbox in the user's row.

The user is immediately added to the team.

Removing a Member​

  1. Locate the user in the member list.
  2. Uncheck the Member checkbox in the user's row.

The user is immediately removed from the team.

Assigning Team Managers​

Managers can be designated within each team to support reporting relationships and team supervision. A team can have one or more managers.

Assigning a Manager​

  1. Locate the user in the member list.
  2. Ensure the Member checkbox is already checked for that user.
  3. Check the Manager checkbox in the same row.

The user is now designated as a manager for the team.

Removing a Manager​

  1. Locate the user in the member list.
  2. Uncheck the Manager checkbox in the user's row.

The manager designation is removed while the user remains a team member.

note

A user must be an active Member of a team before being assigned as a Manager. Unchecking the Member checkbox will also remove the Manager designation.

Default Team Configuration​

Organizations can designate one team as the Default Team. This team acts as the standard assignment group for users who have not been explicitly assigned to another team.

When to Use a Default Team​

  • When new users require an initial team assignment upon account creation.
  • When a standard organizational grouping is needed across the application.
  • When business processes depend on a predefined fallback team.

Identifying the Default Team​

The default team is clearly identified on the dashboard by a Default badge displayed on its team card, alongside the Active status badge.

note

Only one team should be configured as the Default at any time. Misconfiguration may lead to inconsistent user assignments across the application.

Activating and Deactivating Teams​

Teams can be activated or deactivated based on operational requirements, allowing administrators to manage team availability without permanently deleting historical data.

StateBehavior
ActiveAvailable for regular use. Can receive member assignments. Participates in ongoing operations.
InactiveStored in the system for historical reference. Not available for new operations. Can be reactivated at any time.

Steps to Change Team Status​

  1. Locate the team card on the dashboard.
  2. Click the status toggle switch on the team card.
  3. The team status updates immediately between Active and Inactive.

Team Status Toggle

note

Deactivating a team preserves all historical member and manager data. Consider deactivating rather than deleting teams that may need to be referenced in the future.

Deleting Teams​

Teams that are no longer required may be permanently removed from the system.

Steps to Delete a Team​

  1. Locate the team card on the dashboard.
  2. Click the Delete (trash) icon on the team card.
  3. A confirmation dialog will appear.
  4. Click Confirm to permanently delete the team, or Cancel to abort.

Delete Confirmation Dialog

warning

Deletion permanently removes the team record, including all member and manager associations. This action is irreversible. Consider deactivating the team instead if historical reference may be needed.

Best Practices​

  • Use clear, meaningful team names that reflect their purpose or department.
  • Regularly review team memberships to ensure they reflect the current organizational structure.
  • Keep manager assignments up to date when reporting lines change.
  • Deactivate obsolete teams rather than deleting them when historical reference is important.
  • Limit changes to the default team to authorized administrators only.
  • Periodically validate team information for accuracy.
  • Avoid creating duplicate teams with overlapping membership or purpose.
Last updated on by Taranum