Teams

Teams provide a structured way to manage groups of users that share common roles, responsibilities, and access within the platform.

Each team is assigned entitlements that define what operations they can perform, which resources they can access, and the scope of their permissions.

Team Structure

A team consists of the following key components:

• Team information
  • Name – The identifier for the team.
  • Description – Optional text describing the team’s purpose or functional area.
• Entitlements – List of permissions assigned to the team.
• Users – The members assigned to the team.

Add Team

1. Navigate to Administration → Teams
2. Click New Team
3. Enter the Team Information: provide a Name and optional Description, then click Next step
4. Add entitlement to define the team’s permissions, then click Next step
5. Add user to assign members to the team, then click Next step
6. Review all details and click Create

Update Team

1. Navigate to Administration → Teams
2. Select the desired Team from the list
3. Update any of the following as needed:
   1. Details: name or description
   2. Entitlements: modify existing permissions or add new ones
   3. Users: add or remove team members
4. Click Save to apply the changes

Remove Team

1. Navigate to Administration → Teams
2. Select the desired Team from the list
3. Click Delete team