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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 or Manager permissions to manage teams

Accessing the Teams View​

  1. Click Users & Teams in the sidebar
  2. Click the Teams tab
  3. You'll see cards for all existing teams

[Screenshot: Teams view showing team cards]

Viewing Team Details​

  1. In the Teams view, locate the team you want to manage
  2. Click on the team card to open the detail view

[Screenshot: Team detail view with information and members displayed]

The detail view shows:

  • Team name and description
  • List of users assigned to the team
  • Options to edit or delete the team

Editing a Team​

Update Team Information​

  1. Open the team detail view
  2. Click Edit or 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. Open the team detail view
  2. Click Edit
  3. In the Users field:
    • Click to add new users from the dropdown
    • Remove users by clicking the X next to their name
  4. Click Save

[GIF: Adding and removing users from a team]

Deleting a Team​

  1. Open the team detail view
  2. Click Delete or the delete icon
  3. Confirm the deletion when prompted

[Screenshot: Delete confirmation dialog]

Note: 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 employee joinsAdd them to the appropriate team(s)
Employee changes roleMove them to a different team
Employee leavesRemove them from teams (or delete their user account)
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