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

2.     All the Teams 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.     Member Name (name, username, surname of user)

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 Teams will be shown after the list filters to the selected criteria.

9.     The Teams listed may be edited using the Edit action.

10.  The Teams Name, Start Date, End Date and Team members can be altered.

Create a new Team

1.     Click on the “New Team” button.

2.     Choose what team type this team will be for.

3.     Click on Proceed once chosen.

4.     New Team popup will be shown.

5.     Enter the Name as this field is mandatory

6.     In the Team Members section, enter a Team Role, User and Start Date as these fields are mandatory.

7.     Once the record reflects the input data correctly click on “Create Team”.

8.     The team is created and shown in the list.