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Teams: Manage Teams

Teams are the units that group selected jobs and Organization Members. An Organization Member added to a Team becomes a Team Member.

Explainer Video

Teams Overview

You can see all your Teams here: Teams - Manage Teams. This list shows Team names and Team Members, along with the number of contracts and job posts associated with teams. 

Create a Team

To create a new Team:

  1. Go to Teams - Manage Teams
  2. Click "Create a Team".
  3. Fill out the form. You will be asked to name your Team and select its colour for easier visual identification.

Single Team Page

Each Team has its own page, where you can see Team Members and the jobs assigned to this Team.

You can reach your Team's single page in one of the following ways:

  1. By clicking on the button next to the Team's name on the Teams list.  
  2. By clicking this button  on the right of the Team name.

Edit a Team

To edit your Team's name and colour:

  1. Go to Teams - Manage Teams
  2. Click the button with three dots on the right of the Team you want to edit and select "Edit Team".
  3. Make the necessary changes and save.

Assign Contracts to a Team

If you have any job postings on your account, you can assign them to your Team.

To do so:

  1. Go to Teams - Manage Teams
  2. Click the button with three dots on the right of the Team of your choice and select "Assign Contracts".
  3. Select the contract(s) that you want to assign to this Team.
  4. Click "Save".
  5. From now on, the contract(s) will be available on the Team page (under the "Active Contracts" tab), and you can manage them from there.

Add Team Member

To add a Member to a Team:

  1. Click the "Add a Team Member" button next to the Team's name.
  2. Fill out the form. You can choose a Team Member from your Organization Members.

Change Member's Team Role

To change the Team Role of a Member:

  1. Go to Teams - Manage Teams
  2. Click the three dots next to the Member you want to edit.
  3. Click "Change Role".
  4. Make the necessary changes and save.

Delete a Member

To remove a Member from a Team:

  1. Go to My Organization Manage Teams
  2. Click three dots next to the Member you want to delete.
  3. Select "Delete from Team".
  4. Confirm that you want to delete the Member from your Team. They will not be removed from your Organization.

👉 Next article:

Manage Roles and Permissions

 

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