1.     Click on User Management -> Manage Configuration -> Team Roles on the left-hand side of the screen.

2.     All the Team Roles configured in the system are shown on the page.

3.     The Search field accepts text which will be used for a case insensitive partial match against the following columns values:

a.     Name

b.     Code.

4.     Type in text in the search bar, click “Enter” or the magnifying glass.

5.     The list filters to text searched for.

6.     The “Advanced Filters” can be expanded when required by selecting the down arrow at the right of the field. The options are:

a.     Team Type

b.     Include inactive.

7.     Click “Enter” or the magnifying glass.

8.     The Team Roles will be shown after the list filters to the selected criteria.

9.     The Team Roles listed may be edited using the Edit action.

10.  The Team Roles Name, Team Type and Is Active flag may all be altered.

Creating a new Team Role

1.     Click on the “New Team Role” button.

2.     Enter the Name, Code and Team Type as these fields are mandatory.

3.     The Code must be unique.

4.     The Team Roles may be removed from being actively used in the system by deselecting the “Is Active” button.