Open topic with navigation

Managing Teams

From the Manage Team page, you can perform the actions necessary to create teams and modify team membership.

Creating a Team

To create a team:

1. Navigate to the Manage Team page from any of the following:
   • the PSE Links sidebar on the Home tab
   • the Team tab
2. Click Create Team.
3. Enter the fields as described in Team Fields.
4. Click Save.

Adding Members to a Team

To add members to a team:

1. On the Manage Team page, select a team from the Team drop-down list.
2. Under Team Members, select the number of entries to create from the drop-down list and click Add Team Members to add team member entries.
3. Add resources to the team member entries.
4. Set the Team Scheduler Permission level as described in Team Membership Fields.
5. Click Save.

Deleting Members from a Team

To delete members from a team:

1. On the Manage Team page, select a team from the Team drop-down list.
2. Click Edit.
3. Under Team Members, click in the Remove column to remove specified team members or click Remove All Team Members to remove all members of a team.
   
4. Click Save.

© Copyright 2009-2018 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.

Open topic with navigation