Working with Teams
From AgileApps Support Wiki
Users that have the User Management permission can manage teams in the platform.
Add or Edit a Team
- Click the expand button [+] to show teams, subteams and team members
- Click the collapse button [-] to hide teams, subteams and members
- Choose one of the following options:
- Fill in the team settings below
- Click [Save]
Team Name The name of the team as it will appear in the platform. Parent Team A larger team that includes this team.
Click the Lookup icon to select a team from the list, or start typing
into the field to take advantage of Auto Completion.
Note:
Account and Contact objects have an additional value.
Learn more: Opportunities Grid in Log Activity
Attach a Child Team
Note: A nested team or Child Team takes on the permissions of its Parent Team.
- Click the [Attach Team] button
- Fill in the team settings below.
- Click [Save]
Team Name The name of the team as it will appear in the platform. Parent Team A larger team that includes this team.
Click the Lookup icon to select a team from the list, or start typing
into the field to take advantage of Auto Completion.
Add a User to the Team
This action can also be performed from the Users page.
From the Team page:
- Click the [Attach User] button, and edit these fields:
- User
- Click the Lookup icon to select the new team member, or start typing into the field to take advantage of the Auto Completion capability for Lookup fields.
- Teams
- Click the Lookup icon to select the new team, or start typing into the field to take advantage of the Auto Completion capability for Lookup fields.
- Primary Team
- Select the check box to make this the user's primary team;
All users must be associated with a primary team - Notes
- Enter any notes you want to include about this user
- Click [Save]
Add a Team Data Sharing Policy
- To add a new Team Data Sharing Policy, click the [New Policy] button
- Fill in the required fields
- Click [Save]
Delete a Team
In order to delete a team, you must remove all child teams associated with the team, and remove (unattach) all users from the team. If you attempt to delete a team that has attached users or child teams, you will get an error message, and will be prevented from completing the action. Follow these steps to delete a team:
Preparation
In order to delete a team, the following conditions must be true:
- if this team is assigned as a user's primary team, you must attach the user to another primary team - see Select a Primary Team
- the team must have no associated child teams - see Remove a Child Team
- the team must be empty, and have no members - see Remove Team Members
Select or Deselect a Primary Team
- Click the Folder icon next to the Team to be modified
- In the Members section, click the Edit link next to the name of the User to change
- Click the Primary Team checkbox to toggle between select/deselect
- Optionally, use the Role [Lookup] icon to select a new role
- Enter any Notes you want to retain with this team assignment
- Click [Save]
Remove a Child Team
- On the main Team page, click the Folder icon next to the team name.
- In the detail page for that team, remove any users from the team.
- Click the Edit link next to the user's name.
- In the Update User Attachment page, click the [Delete] button. Make sure the Primary Team option is not selected. If it is, see the previous procedures for assigning the user to another primary team.
- Confirm your action about deleting the user with the team.
- When all users are removed from the child team, click the [Delete] button in the detail page for that team, and confirm your action. The child team is now deleted from the platform.
Delete/Replace Team Members
- Click the click the Folder icon next to the team to be modified
- In the Team Page, click the Edit link next to the User Name in the Members section.
The detail page for the user opens. - Click the [Delete] button to delete the user from the team (unattach the user)
- Optionally, Add a User to the Team
Delete the Team
This action will be successful when these conditions are true - See Preparation.