Teams
Purpose
Teams is used to monitor performance of set of selected users. You can create/ edit/ delete teams, add members to teams, add teams, view team information.
Steps:
Main view -> Click on 
drop-down -> Select 
from the drop-down list
Note:
To display sub-teams, click on 
button & to hide sub-teams, click on 
button.
Create Teams
Steps:
Step 1:Click on -> Selectc -> Click on 
button.
Step 2: Enter team name, team description in the text boxes of below screen. To add a team image, click on 
button.
Note:
Maximum image size = 5 Mb. Users can upload jpg, png or any image type. Default image for team will be 
.
Step 3: Click on “Create” button to save the record or click "Close" button to exit.
Edit Teams
Steps:
Step 1: Click on -> Select -> Click on 
icon in the “Teams” window.
Step 2: Update the details of the team in "Update Team" window.
Step 3: Click on 
button to save the record or click “Cancel” to exit.
Add Sub-teams (Child Teams)
Steps:
Step 1: Click on -> Select ->Click on 
icon in the “Teams” window.
Step 2: Enter sub-team name in "Team Name" text box and description in "Team Description" text area in below window. To add a profile image, click on “Select Image” button. Using this option, you can create a new team under another team.
Step 3: Click on “Create” button to save the record or click “Close” button to exit.
Assign Users to Team
Steps:
Step 1: Click on -> Select ->Click on 
icon in the “Teams” window.
Step 2: Select the users need to be added from the "Assign Users Team" window.
Step 3: Click on 
button to save the records.
Delete Teams
Steps:
Step 1: Click on -> Select -> Click on 
icon in the “Teams” window.
Step 2: Click "Yes" button in below screen or "No" button to deny operation.
View Team Members
Steps:
Click on -> Select -> Click on 
icon in the "Teams" window. This will display all information about the members of the selected team.
View Team Information
Steps:
Click on -> Select -> Click on 
icon in the “Teams” window. This will display all information about the selected team.
