Creating Teams and assigning a user as team lead to the team.

Created by Lakshmi Bhavani, Modified on Thu, 9 Jan at 2:50 PM by Lakshmi Bhavani

Step 1: Navigate to the Teams module 

Step 2: To create a new team, click the +Add Team option.

Step 3: Enter the team name and click Add.


Step 4: The team will now be created.

 

Step 5: Next, click the Edit option.

 

Step 6: Click Add Team Members and add them to the team.

Step 7: The user who will be the team lead must already be a member of the team.

Step 8: To assign a user as the team lead, navigate to the Users module.

Step 9: Click the Edit option next to the user's name.


Step 10: Select the checkbox to make the user an admin for the team and save the changes.

Step 11: Once saved, ask the user to re-login to their dashboard to view their team members' data.

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