Teams let you group users together and assign them shared roles and responsibilities. Teams can be scoped to specific sites, divisions, or your whole organization.
View your teams
Go to People in the left sidebar. Teams appear in the same list as users — look for the team icon next to the name.
Create a team
Click the dropdown arrow next to + Add and select New Team.
Enter a team name and description.
Click Save.
Add members to a team
Click on a team to open its detail panel.
Go to the Members tab.
Click Add Member and search for the user.
Select them and click Save.
Assign roles to a team
Open the team's detail panel and go to the Roles tab. Add or remove roles to control what everyone in the team can access.
Deactivate a team
You can deactivate a team from the teams list or its detail panel.
From the teams list:
Go to Organization in the left sidebar, then select Teams.
Click the three-dot menu next to the team’s name.
Select Deactivate.
From the team’s detail panel:
Click a team’s name to open its detail panel.
Click the toggle icon at the bottom of the panel to deactivate the team.
View team activity
Go to Organization in the left sidebar, then select Teams.
Click a team’s name to open its detail panel.
Select the Activity tab to view the team’s recorded activity.
Edit or delete a team
Click on a team to open it, then click Edit to update the name or description. To delete a team, select Delete from the row menu. You'll be asked to choose a replacement team for any users or assignments that referenced it.
Need Help?
For additional support, start a chat with the Eolas Help Team directly from the Help link on the navigation bar, or reach us at [email protected].
To schedule training for your team, email [email protected].