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Manage Teams

Edit team information, update team members, or delete teams that are no longer needed. Keep your team structure current as your organization evolves.

Before You Start​

  • You need Admin permissions to manage teams

Accessing the Teams Section​

  1. Click Settings in the sidebar
  2. Under Configuration, click Equipos (Teams)
  3. You see the list of existing teams

[Screenshot: Teams view in Settings showing team list]

Viewing Team Details​

From the teams list, you can see:

  • Team name
  • Team description
  • Team members

[Screenshot: Team list with team details visible]

Editing a Team​

Update Team Information​

  1. Locate the team you want to edit
  2. Click the Edit icon
  3. Update the Name or Description as needed
  4. Click Save

[GIF: Editing team name and saving]

Add or Remove Team Members​

  1. Click the Edit icon for the team
  2. In the Users field:
    • Select users to add them to the team
    • Remove users by deselecting them
  3. Click Save

[GIF: Adding and removing users from a team]

Deleting a Team​

  1. Locate the team you want to delete
  2. Click the Delete icon
  3. Confirm the deletion when prompted

[Screenshot: Delete confirmation dialog]

info

Deleting a team does not delete the users — they remain in the system and can be added to other teams.

When to Update Teams​

SituationAction
New user joinsAdd them to the appropriate team(s)
User changes roleMove them to a different team
User leavesRemove them from teams
Team restructuringUpdate team compositions to match new structure
Team no longer neededDelete the team

Tips​

  • Review team compositions quarterly to ensure they reflect current operations
  • When renaming a team, choose a name that clearly describes its purpose
  • Before deleting a team, check if any active assignments reference it
  • Keep team sizes manageable — consider splitting large teams by shift or specialty