CREATING TEAMS

Using teams can be an effective way to share information and reports across a specific group of users, such as within a branch or within the accounting function.

Note: Creating and editing teams are generally restricted to certain roles. If your user access does not allow you to create or edit a team, and you think it should, please speak to your manager or submit a helpdesk ticket.

Create a teamFrom the sitemap, click on SETTINGS.

Choose SECURITY.

You will then see this screen:

Choose TEAMS.

From the TEAM screen, click NEW:

You can also choose from existing teams and other options by clicking once on the arrow to the right of the form title: